## Set up Qualytics

URL: https://docs.atlan.com/apps/connectors/observability/qualytics/how-tos/set-up-qualytics

> Configure API access in Atlan and Qualytics to enable secure authentication and data quality metadata synchronization between your Qualytics instance and Atlan.

Configure API access in both Atlan and Qualytics to enable secure authentication and enable Atlan to sync data quality metadata from your Qualytics instance.

## Prerequisites

Before you begin, make sure you have:

* Access to your Qualytics instance with administrative permissions
* Admin or connection admin privileges in Atlan
* Permissions to create API tokens in both Atlan and Qualytics
* The base URL of your Qualytics instance (for example, `https://your-company.qualytics.io`)

## Create Atlan persona and policy

Create a persona and metadata policy in Atlan to control what data Qualytics can access when syncing metadata.

1. In Atlan, navigate to **Governance** > **Personas**.

2. Click **New Persona** and provide:
	* **Name**: Enter a descriptive name (for example, `Qualytics Integration`)
	* **Description**: Provide a brief description of the persona's purpose

3. Click **Create** to create the persona.

4. After creating the persona, click **Add Policies**.

5. Select **New Policy** and choose **Metadata Policy** from the dropdown menu.

6. Configure the metadata policy:
	* **Policy name**: Enter a descriptive name (for example, `Qualytics Data Access`)
	* **Connection**: Select the connection that corresponds to your data source in Qualytics
	* **Permissions**: Configure the permissions and assets that Qualytics can access

7. Click **Create** to save the policy.

## Generate Atlan API token

1. In Atlan, navigate to **Settings** > **API Tokens** in the Admin Center.

2. Click **Generate API Token**.

3. Provide the token details:
	* **Name**: Enter a descriptive name (for example, `Qualytics Integration Token`)
	* **Description**: Provide a brief description of the token's purpose
	* **Persona**: Select the persona you created in the previous section

4. Click **Generate** to create the token.

5. Copy and securely store the generated **API Token**. You'll need this for the Qualytics configuration and when setting up the crawler workflow in Atlan.

## Generate API token for Qualytics

1. Sign in to your Qualytics instance.

2. Navigate to **Settings** > **API Tokens**.

3. Click **Generate API Token** or **Create Token**.

4. Provide a name for the token (for example, `Atlan Integration Token`).

5. Copy and securely store the generated **API Token**. You'll need this when setting up the crawler workflow in Atlan.

For detailed steps on configuring the Atlan integration in Qualytics, including authentication and synchronization options, see [Configure Atlan integration in Qualytics](https://userguide.qualytics.io/settings/catalog-integrations/atlan/).

## Troubleshooting

If you have any issues related to configuring the workflow, contact [Atlan support](https://docs.atlan.com/support/submit-request).

## Next steps

* [Crawl Qualytics assets](https://docs.atlan.com/llms/connectors/qualytics/crawl-qualytics/llms.txt): Configure and run the crawler to extract data quality metadata from Qualytics

---