The Scrut - Close CRM integration fetches user access data, permissions, and role assignments from your Close account and syncs them with the Access Review module. This integration enables your organization to maintain comprehensive visibility over user access rights and streamline periodic access reviews for compliance and security.
Heads Up!
The data synced from Close flows into the People → Access module in Scrut.
Prerequisites
Before starting the integration, ensure you have the following credentials:
You must be a Scrut Admin (or Contributor with access to the Integrations module)
Close account with permissions to generate an API Key
Note: If you don’t have access to the Developer settings in Close, you’ll need to contact your Close administrator to generate an API key.
Pro Tip!
We recommend logging into your Close account before starting the integration to avoid doing so later.
How To Connect Close With Scrut
Step 1: Fetch API Key and URL from Close
Log in to your Close account and click Settings on the left navigation panel of the Close dashboard.
In the Settings menu, click Developer.
In the Developer section, navigate to API Keys and click +New API Key.
Enter a Name for the API key, such as Scrut Integration.
Click Create API Key.
Copy the generated API Key and save it in a safe location. You’ll need to enter it in Scrut in the next step.
Pro Tip!
Refer to this guide from Close for more information on the API key and what it does.
Step 2: Go To Integrations in Scrut
Sign in to Scrut and click Integrations on the left navigation panel.
Navigate to the Integrations Library tab, and choose Customer Relationship Management in the Categories section.
Scroll to the Close CRM tile and click Integrate.
On the integration page, paste the API Key obtained in Step 1.
Click Submit.
Once authorization is done, you’ll see the success toast and the Connected status indicator.
Synchronization Details
Initial Sync: Upon completing the integration, Scrut will start syncing user data from Close. This process typically takes a few hours to complete. Check the Audit Log on the Close integration page in Scrut to review the status.
Recurring Sync: After this, Scrut performs a sync every 24 hours to fetch incremental data, such as new users, role changes, and permission updates.
Manual Sync: You can also click the Sync Now button to trigger an immediate data refresh.
Data Fetched from Close
Scrut fetches the following access-related data points from Close:
User Name
User Email
User Role
Viewing Close Data in Scrut
To view the data fetched from your Close account, go to the People → Access → Overview tab. On this page, you can see the user details for your Close account.
You can also create an Access Review (or edit an existing one) and include the Close application in scope. Refer to this guide for step-by-step instructions on creating an access review.
Follow these steps to create a new access review for Close:
Go to People → Access and click Create New.
Enter Review Details: Name, Description, Owner, and Review Days.
In step 2, search for and select Close in the Applications in Scope.
Select Reviewer and Approver.
Review the details and click Save Review.
From the Access Review page, click Close to view user details in Scrut.
If you face any difficulties connecting Close with Scrut, please contact the Scrut support team at support@scrut.io.