ROI Solutions

Exporting Data

  • Our RESTful web service enables you to pull transactional data from our servers (daily, weekly, etc)
  • The Engaging Networks platform validates the request with a private token for security
  • Data is available for all transaction types (broadcast email response, donation, advocacy action and so on)
  • A column identifies the ‘transaction type’ – this allows you to parse the data because we use a consistent format
  • You can customize the file format and sequence of the constituent data (either XML or CSV)

Importing Data

  • You can match imported data by email address and a second primary key field (external database constituent ID, for example)
  • Also create and save import formats to save time on future imports
  • For automatic imports, the system pushes data to a secure URL where the records are imported into your account
  • We check the private token and import format before importing
  • You can download the import job results
  • The same process can be done manually
  • Import both constituent and transactional data
  • Associate import records with a segment or appeal code – this allows you to use the same profiling and list building features for legacy supporters as you do for new ones

Using several different sources? You can have more than one custom import format. Have a unique set-up? We can tailor the system for you.

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