> ## Documentation Index
> Fetch the complete documentation index at: https://docs.livingsecurity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up an Integration

> Prepare provider credentials, connect a supported system, enable its data streams, and verify the first successful sync.

This guide covers the common setup path for integrations listed under **Settings → Integrations → Catalog**. Provider-specific fields, permissions, and authentication steps come from the setup guide linked on that provider's Catalog card.

## Prerequisites

| Role                                                                 | Responsibility                                                                               |
| -------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| [**Program Owner**](/reference/glossary#program-owner)               | Selects the source, connects it in Living Security, enables streams, and verifies the result |
| [**System Administrator**](/reference/glossary#system-administrator) | Creates or approves credentials and scopes in the source system                              |

These roles may be held by the same person. The person entering credentials in Living Security must have an administrator role that permits integration management; do not invite a source-system administrator into Living Security solely on the assumption that a narrowly scoped setup role exists.

Before starting:

* Choose the Living Security organization and environment where the connection belongs.
* Open the provider's Catalog guide and collect its required scopes, redirect URLs, and allowlist requirements.
* Use your organization's approved secret-sharing process if different people create and enter credentials.
* Never send passwords, client secrets, private keys, or access-key values through email or a support ticket.

## 1. Prepare Provider Credentials

Open **Settings → Integrations → Catalog**, find the provider, and read its setup guide before creating credentials.

Provider authentication can use OAuth consent, an API token, a client ID and secret, a service account, or another provider-supported method. Create only the credentials and scopes named by that provider's guide.

<Warning>
  Do not copy permissions from a different provider or grant broad write access
  “just in case.” Missing permissions normally produce a clear 401 or 403 that
  can be corrected; excessive permissions create avoidable risk.
</Warning>

## 2. Connect the Provider

<Steps>
  <Step title="Open the Catalog">
    Go to **Settings → Integrations → Catalog** and select the provider.
  </Step>

  <Step title="Start the connection">
    Select **Connect**. Complete the OAuth flow or enter the fields requested in
    the connection dialog. The provider guide explains where each value comes
    from.
  </Step>

  <Step title="Finish authentication">
    Approve the provider consent screen when applicable. After authentication succeeds, Living Security opens or lists the new connection under **Connected**.
  </Step>
</Steps>

If the provider rejects authentication, stop and correct the credential, tenant, region, redirect URL, or source-system permissions before continuing.

## 3. Enable Data Streams

Open the connection under **Settings → Integrations → Connected**. Living Security discovers the sync templates available for that provider and lists them as streams.

1. Review each stream's name and purpose.
2. Enable only the streams your program needs.
3. Leave unrelated streams paused.
4. Use **Sync Now** when available to request the first run.

Not every provider offers the same streams or schedule controls. Follow the controls shown on the connection rather than expecting a universal frequency, scope, field-mapping, draft, or activation wizard.

## 4. Verify the First Run

Connection authentication alone does not prove that data is flowing.

<Steps>
  <Step title="Check connection health">
    Confirm the connection is healthy and does not request reauthorization.
  </Step>

  <Step title="Check stream state">
    Confirm the required stream is enabled rather than paused.
  </Step>

  <Step title="Inspect the latest run">
    Open the stream or **Syncs** tab and wait for a successful terminal result.
    Review provider errors and record counts when available.
  </Step>

  <Step title="Confirm downstream data">
    Open the relevant Living Security surface. Identity data should produce expected people and identities in Workforce; security-source data should appear in the feature documented by that provider.
  </Step>
</Steps>

For onboarding, the Journey Map's **Verify Identity Data Flowing** and **Verify Integration Data Flowing** tasks complete from ingested data. Do not substitute a saved connection for those verification results.

## Connection Operations

The connection detail page exposes operations supported by that integration:

| Operation            | Effect                                                             |
| -------------------- | ------------------------------------------------------------------ |
| **Sync Now**         | Requests an immediate run for the selected stream                  |
| **Pause stream**     | Stops new runs for that stream while retaining the connection      |
| **Pause connection** | Stops supported connection activity without deleting configuration |
| **Resume**           | Restarts a paused stream or connection                             |
| **Reauthorize**      | Repeats authentication after credentials or consent change         |
| **Remove**           | Deletes the connection configuration after confirmation            |

Removing a connection is not the same as deleting data already ingested from it. Review the provider guide or contact Support if data-retention behavior affects your decision.

## Custom Push Sources

Use **Custom Push Source** when a system sends data to Living Security rather than being polled through a Catalog connector.

1. Create the source from the bottom of **Catalog**.
2. Open its detail page under the custom push area.
3. Select the destination stream.
4. Use **Upload CSV** for a manual batch or **Push via API** for an automated sender.
5. Preview the file or payload and review the source's run history after sending.

The source-detail uploader accepts a source CSV file up to 100 MB. Before uploading, the Dashboard splits it client-side into requests of no more than 10 MB and 10,000 rows each. This source-specific uploader is separate from the general **Integrations → Upload** page for identity and activity templates.

## Troubleshooting

| Symptom                                 | Check                                                                                    |
| --------------------------------------- | ---------------------------------------------------------------------------------------- |
| `401 Unauthorized`                      | Credential value, expiry, revocation, provider tenant, and reauthorization state         |
| `403 Forbidden`                         | Required provider role, scopes, admin consent, and source-system access policy           |
| Connection fails immediately            | Redirect URL, region, source URL, network or IP allowlist requirements                   |
| Connection is healthy but no runs occur | Required stream is enabled and the provider exposes that stream                          |
| Successful run returns no records       | Source account can see the expected population and any provider-side filters are correct |
| Data appears under the wrong person     | Identity attributes and aliases are consistent across connected sources                  |
| Data stops updating                     | Stream or connection is paused, credentials expired, or the latest run failed            |

When contacting [Living Security Support](mailto:support@livingsecurity.com), include the organization, provider, connection name, stream, latest run time, and visible error. Do not include secrets.

## Related

<CardGroup cols={2}>
  <Card title="Integrations Overview" icon="grid-2" href="/integrations/overview">
    Reference for Connected, Catalog, Syncs, Actions, and Upload.
  </Card>

  <Card title="Data Mapping" icon="arrows-left-right" href="/integrations/managing/data-mapping">
    Understand supported attributes and mappings where available.
  </Card>

  <Card title="Integration Lifecycle" icon="route" href="/integrations/managing/lifecycle">
    Operate an existing integration through reauthorization or removal.
  </Card>

  <Card title="Administrator Onboarding" icon="circle-check" href="/getting-started/onboarding">
    Complete the identity and security-data verification tasks.
  </Card>
</CardGroup>
