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Loading contacts to SilverPop via API call & SFTP file transfer

API call & SFTP file transfer

API call & SFTP file transfer

API call & SFTP file transfer

Loading our contact lists into Engage via their Web interface (browser) takes around 7-9 minutes of focused attention per list.  Doing the same thing with an API call and Secure File Transfer (SFTP) takes seconds!  The below video demonstrates the process from using web scraping to grab the name /ID on our SharePoint server to uploading the file to Engage, creating the name in Engage and tying the new name to the contact list.  The video is longer because I also have it wait for the data job to complete and then write an email confirming the process is complete.

The API call & SFTP file transfer is free with Engage/SilverPop but it isn’t well promoted (on their website nor by their representatives.  Spending a bit of time to get it working is well worth the investment. For the SFTP file transfer I’m using WinSCP but any SFTP program will do.

 

 

API call & SFTP file transfer

Easy way to export ZOHO contacts- API call’s are a life saver in the 21st century!

export zoho contacts

You wouldn’t think that exporting contacts from an online CRM would be difficult however when I went to export ZOHO contacts, it sure went out of their way to!  I also found trying to update them (via the web interface) time consuming and frustrating.  I wrote an API call that automated the exporting of contacts from my account.

The below video documents how the API call automated my export ZOHO contacts and then builds a hyperlink which allows me to easily link back to an individual record.  API / Web services are similar to but different than web scraping in that the API call allows you to be very specific with your query and doesn’t return all the HTML content (which greatly increases the size of the payload)

Export ZOHO contacts

You might find this Kindle book interesting if you’re migrating your database to the cloud.