Connect to Reltio using the Reltio Connector

Learn how to connect to Reltio using the Reltio Connector in Reltio Integration Hub.

The Reltio Connector establishes a connection between Reltio Integration Hub (RIH) recipes and your Reltio tenant. You must establish a connection before using Reltio as a source, destination, or intermediate step in a recipe. Once connected, you can reuse the connection across recipes to perform operations such as creating entities, updating relationships, and merging records.

You need the ROLE_API system role to connect to Reltio using the Reltio Connector

For role definitions, see Custom roles to access the Integration Hub.

Prerequisites

Before you begin, ensure you meet the following requirements:

You must have access to Reltio Integration Hub.
You must have the Reltio tenant's Environment URL and Tenant ID.
You must have an OAuth client Client ID and Client secret for the tenant.

To connect to Reltio using the Reltio Connector

Log in to Reltio Integration Hub.
On the Projects page, select Create.
Select Connection.
Figure 1. Create options in Reltio Integration Hub
In the Create your connection search field, enter Reltio.
Select Reltio.
The Connect to Reltio dialog box opens.
In the Connect to Reltio dialog box, enter the following details:
1. Connection name: Enter a name for this connection.
2. Location: Select the project or folder for this connection.
3. Environment URL: Enter your tenant's environment URL.
  - If your tenant's API URL ends in .cloud.reltio.com, append .cloud to the environment code. For example, your-environment-test.cloud.
  - If your tenant's API URL ends in .reltio.com only (no .cloud), do not append .cloud. For example, your-environment-dev.
4. Tenant ID: Enter the tenant ID.
5. Use Client Authorization: Select Yes or No. The default value is Yes.
6. Client ID: Enter the OAuth client ID for the tenant.
7. Client secret: Enter the OAuth client secret for the tenant.
  Select Show to verify the value before saving.
8. Environment (optional): Select the authorization environment, for example Production, QA, or Development.
  
  If you do not select an environment, the authorization host is detected automatically from the Tenant ID.
  
  Figure 2. Connect to Reltio dialog box
Select Connect.

Result

The connection is created and appears in your list of active connections.

Verification steps

To verify that your connection is active, perform the following steps:

In the RIH home page, select Projects in the left navigation panel.
Select Connections > Connected.
Enter your Connection name.
The Connection Details page opens.
Verify that the the status is Connected.
Figure 3. Reltio connection details page

Unify and manage your data

Connect to Reltio using the Reltio Connector

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