Integrating with Infima

Ishita Snehil
Ishita Snehil
  • Updated

Bring Infima client, user, training, phishing, and risk data into ScalePad to keep client records current and support security-awareness planning.

Infima data flows into ScalePad in one direction: Infima to ScalePad. The integration is read-only.

Who can use this feature?

  • A ScalePad account with permission to manage integrations or Manage Sync permissions.

What you'll need:

  • Access to an Infima Partner Dashboard.
  • An Infima API key that can access at least one client.

What the integration does

The Infima integration supports:

  • Client records.
  • User and contact records.
  • Security-awareness training data.
  • Phishing results.
  • Sent training and phishing emails.
  • User risk data.
  • Client curriculum data.

ScalePad uses Infima client and user data for contact synchronization. Security-awareness data is also collected for supported reporting and planning workflows.

Generate an Infima API key

For more information, see the Infima API reference and Infima API-key documentation.

  1. Sign in to the Infima Partner Dashboard.
  2. Open the API-key management area.
  3. Create or select an API key for ScalePad.
  4. Grant access to the clients whose data ScalePad should read.
  5. Generate the API key.
  6. Copy the API key and store it securely in an approved password manager.

Infima uses the X-API-Key request header for authentication. Enter only the raw API key when connecting the integration. Do not add Bearer, quotation marks, or extra spaces.

Connect Infima to ScalePad

  1. Log into the ScalePad Hub and click Integrations.
  2. Click + Add Integration.
  3. Search for and select Infima.
  4. Enter the Infima API key.
  5. Select Save or Save and sync now.
  6. Confirm that the integration status changes to Connected or Syncing.

Fields we are syncing data for

Infima object Infima field Lifecycle Manager field or destination
Client id Client external ID
Client name Client name
User id Contact identifier
User client_id Contact-client association
User first_name Contact first name
User last_name Contact last name
User email Contact email address
Client industry, external_id, created_at, updated_at, user counts, risk summaries, training summaries, phishing summaries, frameworks, and feature flags Security-awareness data
User department, job_title, manager_email, status, role, preferred_language, source, group details, risk details, training status, overdue count, and next-course details Security-awareness data
Client curriculum item Course, audience, source, framework, status, dates, assignment counts, completion counts, and completion rate Security-awareness data
User training result User, course, status, source, framework, dates, score, and certificate URL Security-awareness data
User phishing result User, client, template, status, event timestamps, origin, and remediation status Security-awareness data
Sent email User, email type, subject, sender, sent date, and delivery details Security-awareness data
User risk Risk score, grade, baseline, role, risk tallies, risk factors, and calculated date Security-awareness data

How syncing works

Behavior Details
Initial sync ScalePad verifies the API key, retrieves accessible Infima clients, retrieves users for each client, and collects supported security-awareness data.
Ongoing sync [TODO: confirm the scheduled sync cadence or user-triggered sync behavior]
Matching Clients use the Infima client ID. Users use the Infima user ID and are associated with the client returned by Infima.
Updates and overwrites [TODO: confirm whether empty vendor values overwrite existing ScalePad values]
Deletes or archives [TODO: confirm how inactive or deleted Infima clients and users are handled]
Failures and retries Rate-limit responses are retried by the integration. Authentication and permission failures stop the affected operation and must be corrected before retrying.

Troubleshooting

Symptom or error Likely cause Resolution
The integration rejects the API key The key is invalid, unavailable, or entered with extra text. Generate or copy the key again and enter only the raw value.
No clients appear The API key cannot access any Infima clients. Confirm that the key has access to at least one client.
Clients appear but contacts are missing User access or a client-user request failed. Confirm user access in Infima and retry the sync.
Some security-awareness data is missing The data type is not included in the integration or is unavailable for that user or client. Confirm that the data exists in Infima and review the supported objects described above.
The integration remains in a syncing state The initial sync is still running or a vendor request failed. Wait for the sync to finish, then review the integration status and retry.
The vendor returns a rate-limit response Too many requests were made in a short period. Wait and retry the sync.

Related resources

Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.
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