> ## Documentation Index
> Fetch the complete documentation index at: https://docs.leen.dev/llms.txt
> Use this file to discover all available pages before exploring further.
# ProcessUnity
> Instructions on how to configure API access for ProcessUnity to sync Third-Party Risk Management (TPRM) data.
ProcessUnity is an **outbound connector** that pushes TPRM data from Leen's other TPRM connector (e.g., SecurityScorecard) into your ProcessUnity platform.
Currently, only SecurityScorecard is supported as a source for the ProcessUnity connector. Additional TPRM providers may be added in future releases.
## Prerequisites
Before configuring the integration, ensure your ProcessUnity instance has:
1. **Web Services feature enabled** - Contact your ProcessUnity administrator if you're unsure
2. **Custom fields configured** for the Third Party object type (see step 2 below)
3. **Import templates created** with "Automated Import" enabled (see step 3 below)
## Onboarding ProcessUnity
Follow the steps below to onboard your environment to our ProcessUnity integration.
Log in to your ProcessUnity platform using an account with App Administrator permissions.
Make sure to have or create a below permissions in Role
1. Import / Export Automation
2. Web Services
3. Third Parties -> Edit
4. Issues -> Create
Add custom fields to the Third Party object type to store TPRM data:
1. Navigate to Settings → Properties.
2. Select the Third Party object type.
3. Click the Edit button.
4. Scroll to the bottom of the properties list.
5. Click Add Property.
6. Add the following properties based on your TPRM provider:
**For SecurityScorecard Integration:**
| Property Name | Field Type |
| ------------------------------------ | ------------------ |
| SS Domain | Text - Short |
| SS Third Party ID | Text - Short |
| SS Industry | Text - Short |
| SS Monitored | Pick List - Yes/No |
| SS Timestamp (Last Updated) | Text - Short |
| SS Overall Grade | Text - Short |
| SS Overall Score | Number - Integer |
| SS Application Security Grade | Text - Short |
| SS Application Security Score | Number - Integer |
| SS CUBIT Score Grade | Text - Short |
| SS CUBIT Score Score | Number - Integer |
| SS DNS Health Grade | Text - Short |
| SS DNS Health Score | Number - Integer |
| SS Endpoint Security Grade | Text - Short |
| SS Endpoint Security Score | Number - Integer |
| SS Hacker Sites Grade | Text - Short |
| SS Hacker Sites Score | Number - Integer |
| SS Info Leak/Password Exposure Grade | Text - Short |
| SS Info Leak/Password Exposure Score | Number - Integer |
| SS IP Reputation Grade | Text - Short |
| SS IP Reputation Score | Number - Integer |
| SS Network Security Grade | Text - Short |
| SS Network Security Score | Number - Integer |
| SS Patching Cadence Grade | Text - Short |
| SS Patching Cadence Score | Number - Integer |
| SS Social Engineering Grade | Text - Short |
| SS Social Engineering Score | Number - Integer |
Two import templates are required to facilitate data exchange:
### Template 1: Third Party Import
1. Navigate to Settings → Import Templates.
2. Click the '+ New' button in the menu bar.
3. Configure the template with the following settings:
| Setting | Value |
| ------------------------------- | ---------------------------------------------------------- |
| **Name** | SecurityScorecard Third Party (or your TPRM provider name) |
| **Import Type** | Items |
| **Item Type** | Third Party |
| **Import Options** | Updates |
| **Enable for Automated Import** | ✓ True |
4. Add the following columns to the template:
* Id
* Third-Party Name
* Third-Party Website (Domain)
* All custom fields created in Step 2
5. Save the template and note the Import ID (visible in the template details or URL).
### Template 2: Issues Import
1. Click '+ New' again to create a second template.
2. Configure the template with the following settings:
| Setting | Value |
| ------------------------------- | ----------------------------------------------------- |
| **Name** | SecurityScorecard Issues (or your TPRM provider name) |
| **Import Type** | Items |
| **Item Type** | Issues |
| **Import Options** | Inserts, Updates |
| **Enable for Automated Import** | ✓ True |
3. Add the following columns to the template:
* External Id
* Name
* Risk Severity
* Issue Status
* Issue Source
* Linked Third Party Id
* Risk Impact
* Description
* Resolution
4. Save the template and note the Import ID.
Both import templates must have "Automated Import" enabled for the integration to function properly.
### Credentials
Provide the following authentication parameters:
| Parameter | Description | Example |
| ---------------------------------- | ----------------------------------- | ---------------------------------------- |
| **Base URL** | Your ProcessUnity instance URL | `https://app.processunity.net/mycompany` |
| **Username** | API user username from Step 4 | `integration_user@company.com` |
| **Password** | API user password from Step 4 | `••••••••` |
| **Third Party Import Template ID** | Import ID from Template 1 in Step 3 | `123450` |
| **Issues Import Template ID** | Import ID from Template 2 in Step 3 | `123451` |
### Options
Configure the data source connection:
| Parameter | Description | Example |
| ----------------- | ------------------------------------------------ | -------------------------------------- |
| **Connection ID** | Your SecurityScorecard connector's connection ID | `00000000-0000-0000-0000-000000000000` |
The ProcessUnity connector retrieves data from the specified Connection ID and synchronizes it with Third Parties and Issues in your ProcessUnity instance.
***