> ## 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.

<Note>
  ProcessUnity is an **outbound connector** that pushes TPRM data from Leen's other TPRM connector (e.g., SecurityScorecard) into your ProcessUnity platform.
</Note>

<Note>
  Currently, only SecurityScorecard is supported as a source for the ProcessUnity connector. Additional TPRM providers may be added in future releases.
</Note>

## 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.

<Steps>
  <Step title="Login to ProcessUnity">
    Log in to your <b>ProcessUnity</b> platform using an account with <b>App Administrator</b> permissions.<br />
  </Step>

  <Step title="Assign an appropriate role to user">
    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
  </Step>

  <Step title="Configure Custom Fields for Third Party">
    Add custom fields to the Third Party object type to store TPRM data:<br />

    1. Navigate to <b>Settings → Properties</b>.<br />
    2. Select the <b>Third Party</b> object type.<br />
    3. Click the <b>Edit</b> button.<br />
    4. Scroll to the bottom of the properties list.<br />
    5. Click <b>Add Property</b>.<br />
    6. Add the following properties based on your TPRM provider:<br />

    **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 |
  </Step>

  <Step title="Create Import Templates">
    Two import templates are required to facilitate data exchange:<br />

    ### Template 1: Third Party Import

    1. Navigate to <b>Settings → Import Templates</b>.<br />
    2. Click the <b>'+ New'</b> button in the menu bar.<br />
    3. Configure the template with the following settings:<br />

    | 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:<br />
       * Id<br />
       * Third-Party Name<br />
       * Third-Party Website (Domain)<br />
       * All custom fields created in Step 2<br />

    5. Save the template and <b>note the Import ID</b> (visible in the template details or URL).<br />

    ### Template 2: Issues Import

    1. Click <b>'+ New'</b> again to create a second template.<br />
    2. Configure the template with the following settings:<br />

    | 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:<br />
       * External Id<br />
       * Name<br />
       * Risk Severity<br />
       * Issue Status<br />
       * Issue Source<br />
       * Linked Third Party Id<br />
       * Risk Impact<br />
       * Description<br />
       * Resolution<br />

    4. Save the template and <b>note the Import ID</b>.<br />

    <Warning>
      Both import templates must have "Automated Import" enabled for the integration to function properly.
    </Warning>
  </Step>

  <Step title="Enter Configuration Parameters in Leen">
    ### 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` |

    <Info>
      The ProcessUnity connector retrieves data from the specified Connection ID and synchronizes it with Third Parties and Issues in your ProcessUnity instance.
    </Info>
  </Step>
</Steps>

***


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