What does it do?
This integration ensures efficient data management, streamlining operations, and reducing manual effort.
Here are the main ways to use this integration:
- Sync customer data: Automatically process customer data from uploaded CSV files. The system polls hourly for new files in your FTP directory, ensuring up-to-date customer information is seamlessly imported into the platform.
- Automate review requests: Trigger review requests based on imported data. Based on defined triggers the customers from the uploaded CSV files will automatically receive review requests, helping you build your online reputation and collect valuable feedback.
- Enhanced Customer Communication: Communicate effortlessly with your customers using the imported data. Send updates, promotional messages, or follow-ups directly from the platform, improving engagement and customer satisfaction.
How does it work?
To set up your connection for CSV Upload via FTP, click on the “Request connection” button. Our support team will provide you with FTP credentials and guide you through the setup. Data polling occurs hourly, and you can disconnect at any time.
Requirements
- FTP credentials and CSV file format compliance
Works With
- Customers: Contacts
