Vitally data classification integration

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Draft note (remove before publishing)

New article: the HubSpot KB had no classification content for Vitally. Setup steps come from the HubSpot article "Vitally Integration", which matches the classification-only Vitally integration in the code (the separate "Vitally DSR" integration handles privacy requests). Scanned objects come from the code. Add screenshots.

Automate data classification by integrating MineOS with Vitally

How It Works

MineOS connects to your Vitally workspace with a REST API secret token and scans your conversations, notes, tasks, and the custom fields of tasks and notes, to detect the personal data they contain.

Note: This integration supports data classification only. Privacy requests for Vitally are handled by the separate Vitally DSR integration, covered in the Vitally DSR integration article.

Before You Start

• You need Vitally Account Admin permissions, so you can create an API key.
• Know whether your Vitally account is on the US or EU cluster.
• [Optional] Enable Preview mode to view sample PII values alongside classification results. You must enable Preview mode before running the scan.

Setting Up

Step 1: Get your Vitally API key and workspace

1. Log in to Vitally. Find your workspace (subdomain) in the URL you use to log in: in https://yoursubdomain.vitally.io, the subdomain is yoursubdomain.
2. Click the settings icon in the navigation menu, then Integrations.
3. Select the Vitally REST API integration.
4. Generate and copy your Secret Token. You'll use it as the API key.

Step 2: Connect in MineOS

1. Log in to MineOS. On the left sidebar, click Inventory → Data Sources. Click Add Data Source, search for Vitally and click Add.
2. Open the Vitally data source → Integrations tab → Request Handling section → select Integration.
3. Enter your API key and your Workspace (subdomain).
4. Enter the cluster your account uses: US or EU. If you leave it empty, the US cluster is used.
5. Mark the Scan this source using Data Classifier checkbox.
6. Click Test your integration to verify the connection.
7. Click Test & Save.

You're done! MineOS has been connected to your Vitally workspace.

Need Help?

If you need any help with this integration, please contact your Customer Success Manager. They will be happy to assist you!