Integration overview

There are several solutions on how you can integrate with Symplify. Which solution you should choose, depends on your circumstances and preferences. This document is a guide in the choice of integration method towards Symplify. We present the most common integration solutions and describe the situation in which each solution is best suited.

 

What kind of data can be stored in Symplify?

Recipient data

Attribute data connected to a recipient that can be extended to any number of attributes.

All attributes on a recipient can be used for segmentation of recipients or to be presented directly in your communication.

Transactional data

DataDocs is an add-on feature for storing relational data to your contacts, this can for example be purchase history, upcoming events or other services

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What can I do with this data?

 Transferring data

Manual data update

It is easy to manually import files into a Symplify database using the Symplify import interface. Via the mapping feature, you can create an import scheme that imports your file data to the correct properties in Symplify.

Automated data updates

You'll get the most out of Symplify when you update your database automatically. There are different solutions for automatic imports to target your needs.

 

REST API

By using our REST API, you can access several features in Symplify, including the ability to update your recipients. The solution is suitable in cases when you want Symplify to be real time updated.

 

Scheduled import

Scheduled import is our most popular solution is easy and quick to implement and makes few demands on your own IT organization. The solution is based on a data file from your system which, once a day, is reflected into Symplify using file transfer. Data is transferred using FTP, sFTP or Secure copy, and one file contains all data about your recipients that you wish to import into Symplify. The file you export from your system should be a .csv/.txt file where each line of the file contains information about a recipient. At a given time Symplify will look for a new file to import and then update your Symplify database with the data in the file.​

  • Advantage – an extremely fast and very simple method to get a powerful integration.
  • Disadvantage – large amounts of data, that are in no need of updating, might be moved (the larger parts of the data rarely changes within day intervals).​

 

Scheduled import – multi file import

The Multi file import solution is an extension of the regular scheduled import, which makes it possible to send multiple files to Symplify saved into the same database. This solution is suitable if you want to import data into Symplify from different systems. This requires that all systems are using the same ID to identify the recipients. 

Automatic communication

Create automated customer Journeys and visualize your customer communication across all Symplify channels. With Journeys you can easily create advanced flows of messages to help you manage the expectations of your customers.
Journeys can both be triggered by existing contact data or with ad hoc requests from your other systems. Requests can update the contact data or be used temporary for the specific journey.

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