Medallia Integration

Connect Medallia to TheyDo to bring experience data into your journeys. With this integration, you can add Medallia metrics directly into your workflows to identify opportunities and improve customer experience.
With the Medallia integration, you can sync CSAT, CES, and NPS data to TheyDo. This integration is available for those on the Management & Strategic plans.

This guide walks you through the steps to create the OAuth credentials needed to connect your Medallia Experience Cloud instance to TheyDo.

How to connect Medallia to TheyDo

To enable the integration, you'll need to:

1. Create a custom role with Query API access

2. Create an AppID account (service account)

3. Generate OAuth client credentials (Client ID and Client Secret)

Time Required: Approximately 10-15 minutes

Prerequisites:

• Admin access to your Medallia Experience Cloud instance

• Permission to create roles and OAuth applications

1. Set up a custom Medallia role

You’ll create a dedicated role that allows TheyDo to access the Query API.

Step 1: Open Roles Management

1. Log in to your Medallia Experience Cloud instance.

2. Go to Company → Roles.

Step 2: Create a new role

1. Select Create a new role.

2. Use the following details:

Role Name: TheyDo Integration API Access
Description: Role for API access to support the TheyDo integration.
Timezone: Etc/GMT UTC+00

1. In Member Capabilities, enable Query API.

2. Click Save.

2. Generate OAuth credentials

To connect TheyDo, you’ll create a service account (AppID account) and an OAuth client.

Step 3: Open OAuth settings

1. Go to Integrations → OAuth.

2. Open the AppID Accounts tab.

Step 4: Create an AppID account

1. Select Create a new AppID account.

2. Enter:

Account Name: theydo_medallia_<yourcompany>
(For example: theydo_medallia_acme)

Account Type: Custom
Enabled: Checked
Role: TheyDo Integration API Access

1. Click Save.

Step 5: Create an OAuth client

1. Open the Clients tab.

2. Select Create a new client.

Step 6: Configure the client

Fill in the following:

Client ID (Name): theydo_medallia_integration
Description: OAuth client for connecting Medallia to TheyDo.

Client Configuration

• Confidential: checked

• Issue Refresh Token: checked

• Leave everything else unchecked

Grants: Client Credentials Grant (for backend services)
Client Subject: your AppID account from Step 4

Step 7: Save and generate the Client Secret

1. Click Save.

2. Confirm the checkbox next to Generate new client secret.

3. Select Generate new client secret.

Step 8: Copy your Client Secret

Copy the token immediately and store it in a secure place. It may only be shown once.

You now have:

• Client ID

• Client Secret

3. Gather the remaining connection details

TheyDo requires three additional values from your Medallia environment.

Step 9: Domain

Your domain comes from your Medallia reporting URL:

Format:
https://<instance>.<domain>.<tld>/<company>

Example:
If your URL is https://instance.medallia.com/acme, then your domain is:
instance.medallia.com

Step 10: Tenant Name

The tenant name is the last segment of your reporting URL.

Using the same example:
acme

Step 11: API Host URL

1. Go to Integrations → Public APIs Setup.

2. Locate Public APIs Hostname.

3. Copy this value.

5. Connect Medallia in TheyDo

1. Go to Settings → Integrations in TheyDo.

2. Open the Medallia integration tile.

3. Select Enable, then Authorize.

4. Enter all required fields:

   • Domain

   • Tenant Name

   • API Host URL

   • Client ID

   • Client Secret

5. Select Connect.

You’re now ready to create metric cards using your Medallia data.