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Introduction

About these services#

The import and export services can be used to synchronise data between Engaging Networks and an external CRM.

Getting access to the required token#

Accessing these services requires the use of a 'private' token, which can be managed from the account dashboard under Account Settings → Tokens. The private token is linked to an account dashboard user, so the data permissions assigned to the user via their permission group will determine which data the token is able to see.

Protect your data

A private token must be handled securely, as it can provide access to supporter data.

Available services#

The services are intended to be used for data exchanges where volumes of data need to be transferred at once, and are separated by the direction of traffic.

Import Service#

The import service allows two primary types of import to be carried out:

  • Supporter data, using a previously saved format created using the dashboard import tools, and;
  • Transactional data, using a pre-defined fixed format.

Accessing the import service from your web-browser

A basic HTML form to can be used to call the service from a web browser. The access URL to use depends on the data centers location for your account, which may be Canada or the United States.

More details on how to use this service can be explored in more detail here

Export Service#

The export service allows the retrieval of transactional data for a given window of time, up to the last 32 days. The service provides data in standard formats such as XML or CSV, for use in your own data integrations.

Accessing the export service from your web-browser

A basic HTML form to can be used to call the service from a web browser. The access URL to use depends on the data centers location for your account, which may be Canada or the United States.

The service and associated data can be explored in more detail here

API reference#

  • The reference document for the calls and parameters for this API can be found here
  • A description of the import format used for transactions importTransactions.
  • A CSV format used for exported transactional data standardcsv.