Setting up a Slack data source

There are specific steps to connect Slack to Relativity when creating the data source. To set up the Slack data source, you will need to enable API access with Slack and then complete the data source settings in Relativity.

For more information, see Relativity Collect: Collecting from a Slack Enterprise Data Source training video.

Enabling an organization for API access

Your Slack organization must be on the Enterprise Grid plan to gain access. The Enterprise Grid plan provides access to the Discovery API. For more information, see Slack's documentation. Before Slack can be set up as a Collect data source, the Slack organization owner needs to email to gain API access, see the details below.

Once Slack confirms your Discovery APIs are enabled for your organization, proceed to set up your Slack data source in Relativity.

Setting up a Slack data source

After confirming that your Discover APIs are enabled, complete the set up process in Relativity.

Note: You only need to set up a given data source connection once in a given workspace. Data source connections are configured at the workspace level. For example, if you have three different workspaces to run collections in, you would need to set up the Slack data source connection three times, once for each workspace. If all collections are from just one workspace, then you only need to set up the data source once.

To add the Slack data source, follow the steps below:

(Click to expand)

  1. Within the Collect application, navigate to the Collection Admin tab.

  2. Click the New Collection Source Instance button.
  3. Enter in a unique name for the data source.
  4. Select the Slack data source.
  5. Click Install Application.
    After clicking the Install Application, a window from Slack window appears. If you’re already logged in, you will see a window to authorize the Collect application. If you’re not logged in, you should log in as the organization owner. Make sure you enter the organization URL when signing in. If you're logged into multiple organizations, make sure to select the correct one in the drop-down menu in the top-right corner. If you don’t know your organization URL you can find it in the Overview section of About This Workspace in Slack.
      Notes: Add an organization to the drop-down menu by opening a new window outside of this workflow and sign into another organization. Another option is to log out of the current organization before clicking Install Application and logging in when requested.
  6. In the window, click Allow button.
  7. After clicking Allow you will navigate in the same window to a page where you will copy a temporary token.

  8. Click Copy Temporary Code to copy to your clipboard.

    Once copied, you can close that window and return back to RelativityOne.

  9. In Collect, paste the code in the Temporary Code field.

  10. Click Generate Access Token.

    The access token will be generated and populated in the Access Token field below.

      Notes: Paste this token in the Access Token field in any other additional workspaces you want to setup.

  11. Click Save.