How to sync your contacts with a CRM

How to sync your contacts with a CRM

Since THRON collects and leverages customer interests in order to help you increasing your lead generation, it might be useful to retrieve all the information collected on contacts and perform an export or implement a sync procedure towards your CRM instrument to keep it always synchronized with the present state of art in THRON.

To achieve these purposes, THRON provides specific APIs.

 

Contacts synchronization

In the first case you will have to use the export web service. This service is used to export all contacts matching given criteria. For each contact, the request will return the following information:

  • itags: all the tags linked to the specific contact;
  • keys: all the identities collected on the specific contact (e.g: THRON username, e-mail address)
  • createdDate: the date on which the contact has been created;
  • accessedDate: the date of the latest contact's interaction with THRON;
  • oldIds: all the deviceIds used by the contact;
  • contactType: the type of contact. Can be ANONYMOUS or IDENTIFIED;
  • name: the full name of the contact;
  • id: the current contactId.

The resultset is paginated (max page size is 200 elements), after the first request the service returns a "nextPage" parameter which provides an identifier to be used on the subsequent request in order to get the following elements. If the "nextPage" is missing it means that you are on the last page of the result set.

The url of the web service is structured as follows:

 

//[clientId]-view.thron.com/contactunit/xcontact/resources/sync/export/[clientId]

 

In the body of the request you can paste the following JSON, filling required parameters:

{
    "criteria": {
        "contactType": ""
    },
    "options": {
        "itags": true,
        "keys": true
    },
    "nextPage": "",
    "pageSize": 0
}

 

Where:

  • contactType: is used to filter the specific contact type to be retrieved. Available values are ANONYMOUS, IDENTIFIED.
  • itags: set this parameter to true if you wish to retrieve tags.
  • keys: set this parameter to true if you wish to retrieve identities.

 

Check contacts update status

In the second case you have to use the updatedContacts web service. This service is used to retrieve the list of contacts which have been modified within a specific time range.

In the response you will get the following information for each contact that has been updated in the give time range:

  • removed: if this boolean is true, it means the contact has been deleted.
  • itags: all the tags linked to the specific contact;
  • keys: all the identities collected on the specific contact (e.g: THRON username, e-mail address)
  • createdDate: the date on which the contact has been created;
  • accessedDate: the date of the latest contact's interaction with THRON;
  • oldIds: the contact ids before profiling (typically its deviceIds when anonymous);
  • contactType: the type of contact. Can be ANONYMOUS or IDENTIFIED;
  • name: the full name of the contact;
  • id: the current contactId.

The resultset is paginated (max page size is 200 elements), after the first request the service returns a "nextPage" parameter which provides an identifier to be used on the subsequent request in order to get the following elements. If the "nextPage" value is empty it means that you are on the last page of the result set. A 10 minutes interval between two initial requests should be considered; no wait is needed when requesting subsequent pages.

The url of the web service is structured as follows:

 

//[clientId]-view.thron.com/contactunit/xcontact/resources/sync/updatedContacts/[clientId]

 

In the body of the request you can paste the following JSON, filling required parameters:

 

{
    "criteria": {
        "fromDate": "",
        "toDate": "",
        "contactType": ""
    },
    "options": {
        "itags": false,
        "keys": true
    },
    "nextPage": "",
    "pageSize": 0
}

 

Where:

 

  • fromDate: it is the starting date of the time interval to be considered. It has to be expressed in the form: yyyy-mm-dd. The value of this parameter cannot be older than two months. If you need to retrieve content older than two months you will have to perform an extract request.
  • toDate: the end date of the time interval to be considered. It has to be expressed in the form: yyyy-mm-dd.
  • contactType: is used to filter the specific contact type to be retrieved. Available values are ANONYMOUS, IDENTIFIED.
  • itags: set this parameter to true if you wish to retrieve tags.
  • keys: set this parameter to true if you wish to retrieve identities.

 

Notes: Dates are recorded into platform with the UTC format so that each user can retrieve it according to its timezone. 

 

Was this article helpful?
0 out of 0 found this helpful

Have more questions?

SUBMIT A REQUEST

Hai altre domande?

INOLTRA UNA RICHIESTA

Comments