Skip to content
  • There are no suggestions because the search field is empty.

CleverTap DSR integration

Automating your privacy request fulfillment by integrating MineOS to CleverTap

Setting Up the CleverTap DSR Integration

This integration lets MineOS send Data Subject Requests (DSRs) — copy, preview, and delete requests — to your CleverTap account, and return the results back to MineOS automatically.

What this integration does

Once configured, the integration handles three types of requests, each triggered from MineOS by end-user email:

  • Copy — retrieves a user's CleverTap profile data and sends it back to MineOS as a formal DSR response.

  • Preview — retrieves the same profile data as Copy, but is used for preview/verification purposes before a full response is sent.

  • Delete — removes the user's profile data from CleverTap and confirms the deletion back to MineOS.

All three flows look up the user by email, and each one reports back one of three outcomes to MineOS: the request succeeded, no matching user was found, or an error occurred.

Prerequisites

Before configuring this integration, make sure you have:

  • A CleverTap account with API access enabled

  • Your CleverTap **Account ID** and **Passcode** (found in your CleverTap dashboard's API settings)

  • Your MineOS integration instance ID (provided by MineOS)

Configuration steps

1. Set your MineOS DSR connection

This integration requires a connection to MineOS itself, used to verify and route incoming DSR requests. Configure this with the verification key provided by MineOS when the integration was set up.

2. Set your MineOS integration instance ID

Enter the instance ID that corresponds to this integration in your MineOS account. This tells MineOS which integration configuration to use when sending requests.

3. Connect your CleverTap credentials

The integration calls CleverTap's API directly to look up and delete user profiles, so it needs two pieces of information from your CleverTap account: Your Account ID and a Passcode.

These are used in the API calls that:

  • Look up a user's profile by email (used by Copy, Preview, and Delete to first confirm the user exists)
  • Delete a user's profile (used by Delete, after the profile is confirmed to exist)

Without valid credentials here, all three flows will fail with an authentication error rather than a "user not found" result.

How to find your Account ID:

  1. Log in to your CleverTap Dashboard.
  2. Click Settings
  3. Click Project. Your Project ID (this is the same as your Account ID) is shown here.

How to get a Passcode:

  1. From Settings, click Passcodes
  2. Click + Passcode
  3. Give it a name so you can identify it later, and choose whether it should expire after a set number of days or never expire
  4. Click Create & View
  5. Click API Key to copy the passcode, then click Done

⚠️ For security reasons, CleverTap only shows you the passcode once. Copy it and store it somewhere safe right away — if you lose it, you'll need to generate a new one.

If your CleverTap admin requires individual users to authenticate with their own passcode rather than a shared one, an admin can grant you a personal passcode instead from Settings > Users. Either type of passcode works for this integration — just make sure whichever one you use stays valid, since an expired passcode will cause the integration to stop working.

Once you have both values, provide the Account ID and Passcode to whoever is completing the technical setup of this integration, so they can be added to the connection.

4. Confirm your CleverTap API region

The integration is preconfigured to call CleverTap's EU API endpoints. If your CleverTap account is provisioned in a different region, you'll need to update the API endpoint URLs used in the profile lookup and delete steps to match your account's region before the integration will work correctly.

5. Add your documentation URL (optional)

You can optionally set a documentation link that will be referenced for this integration. If left unset, it defaults to the general MineOS knowledge base.

How requests are processed

For every request, the integration first looks up the user's profile in CleverTap by email. Based on the result:
| Outcome | What happens ||---|---|| Profile found | The relevant action (return data or delete) is carried out, and a success response is sent to MineOS. || Profile not found | MineOS is notified that no matching user exists in CleverTap. || Lookup or deletion fails | MineOS is notified of a processing error so it can be retried or investigated. |

Notes

  • Copy and Preview currently return the same profile data — Preview is intended for verification before a formal response is issued.

  • Delete only proceeds once the user's profile has been confirmed to exist; it won't attempt a delete against a profile it couldn't find.

  • If you run into authentication errors after setup, double check the CleverTap Account ID and Passcode, and confirm they match the API region configured in step 4.