Table of Contents
Summary
Are you a Zip and Whistic customer looking to further automate your vendor management workflow? The Zip Integration with Whistic streamlines vendor onboarding and risk monitoring by automatically syncing vendor data between both platforms using the Whistic API.
This integration enables seamless data flow from Zip's procurement workflows into Whistic's security assessment processes, eliminating manual data entry and ensuring consistent vendor information across your technology stack.
Important Notes:
- This integration is created and managed by Zip. For setup assistance or technical questions, please reach out to Zip directly
- The information in this article is accurate as of January 2024
- Integration setup requires coordination between your Zip and Whistic administrators
🚀 Getting Started
Prerequisites:
- Active Whistic account with Admin privileges
- Active Zip account with integration permissions
- Whistic API access (contact your Customer Success Manager if needed)
What You'll Need:
- List of fields you want to sync between platforms
- Understanding of your current vendor onboarding workflow
- Coordination with both Zip and Whistic administrators
💼 Use Cases
The Zip-Whistic integration supports two primary workflows designed to streamline vendor management:
Use Case #1: Create and Edit Vendor Records
Scenario: Following an initial intake in Zip where a requestor is asking for a new vendor, automatically send vendor details to Whistic to create a new vendor record.
How It Works: When a new vendor request is submitted in Zip, an approval task can trigger the creation of a vendor record in Whistic. The integration uses data from Zip's standard and custom fields to create and pre-populate the new vendor record in Whistic, ensuring all relevant vendor information is captured from the initial request.
Benefits:
- Eliminates duplicate data entry
- Ensures consistent vendor information across platforms
- Accelerates vendor onboarding process
- Reduces risk of data entry errors
Use Case #2: Sync Vendor Data
Scenario: Zip fetches details from Whistic vendor records and associated assessment records to populate vendor details in Zip.
How It Works: Through either a nightly sync or manual fetch from the record, Zip retrieves vendor status and risk information from Whistic vendor records. This keeps your procurement team informed about security assessment progress and risk levels.
Fields Synced from Whistic:
- Assessment Progress - Current status of security assessments
- Residual Risk - Risk level after controls are considered
- Inherent Risk - Base risk level before controls
- Criticality - Business impact classification
❓ FAQ
Who manages this integration?
This integration is created and managed by Zip. For setup, configuration, or troubleshooting assistance, please contact Zip support directly.
Do I need special permissions in Whistic to use this integration?
Yes, you need Whistic Admin privileges to generate the API key required for the integration. The API key provides access to all publicly available endpoints in the Whistic API.
What happens if I change my Whistic Intake Form?
Any changes to your Whistic Intake Form field components will require refreshing the Zip Integration. Contact Zip support to update the connection after making changes.
How often does data sync between Zip and Whistic?
The sync frequency depends on your configuration with Zip. Data can be synced nightly automatically or fetched manually from individual records. Contact Zip to adjust sync settings.
Can I map custom fields between Zip and Whistic?
Yes, both standard and custom fields in Zip can be mapped to corresponding fields in Whistic. Work with Zip support to configure the appropriate field mappings for your workflow.
What vendor information gets synced from Whistic back to Zip?
The integration syncs assessment progress, residual risk, inherent risk, and criticality levels from Whistic back to Zip, helping your procurement team stay informed about vendor security status.
Where can I find technical details about the Whistic API?
Technical documentation, schemas, and endpoint details are available on our public API documentation at public.whistic.com.
What if the integration stops working?
First, check if any recent changes were made to your Whistic Intake Form. If so, contact Zip to refresh the connection. For other issues, reach out to Zip support for troubleshooting assistance.