Build and manage integrations with the platform.
View, edit, and add integrations directly from the platform.
New integration sources and types are being developed. Only Profile Import and Requests are available today.
Enabling Rep Connect
Reach out to your CSM for assistance enabling Rep Connect for your account. Once enabled, configure permissions for users managing your integrations.
To set permissions for your users:
- From the platform, click Settings ().
- From the left panel, click Roles.
- Click the Edit icon next to the role you want to modify.
- Under the Integrator > REP CONNECT > Rep Connect, select at least the View and Add checkboxes.
- Click Save.
Only users who have permission to edit or add roles can adjust Integrator settings.
Actively manage and build integrations with the platform.
- There are no limits on the number of integrations you can build.
- Each integration must have a unique name.
Adding & Editing Integrations
Build a new integration or edit an existing one through the self-serve setup wizard.
- To edit an integration, click the ellipses () on the active integration to be updated.
- To create a new integration, choose from the list of available integrations.
Steps will vary depending on the integration type selected.
Templates defines which review request template will be sent through the integration.
To complete the Templates tab:
- Choose a template from the Select Template dropdown which you want the request to be based.
- Click Proceed to Automation.
To prepare your file for the integration:
- Click Download Templates. The CSV request template downloads to your computer’s default download location.
- Open the downloaded request template. Follow the steps listed on the Review Request Template Configuration page in the platform.
- Save the file, preferably with an indicator to distinguish it from other upload requests files (e.g., [Account Name]-request-reviews_Sep2020.csv).
- Upload to the selected SFTP in the format indicated.
Automation defines how files will be delivered to the Reputation platform.
To complete the Automation tab:
- Select the SFTP type.
- Custom SFTP – Pull data from your SFTP.
- Enter the Hostname, Port Number, Username, and Password. Click Test Connection.
- If successful, the Success icon will appear and the Folder dropdown will populate. If unsuccessful, an error message will show.
- Reputation SFTP – Push data from the Reputation SFTP server.
- Custom SFTP – Pull data from your SFTP.
- Under Profile Data File Settings, check the “File is compressed” box if appropriate. When checked, specify the Format from the dropdown.
- Click Proceed to Mapping.
Mapping defines which columns in your spreadsheet match the fields in the Reputation platform if your file requires custom mapping.
If your file uses Reputation Default Mappings, skip this step and click the Proceed button.
To complete the Mapping tab:
- Select the Mapping File Source. Options include manually imported file and use SFTP file.
- Manually imported file: Drag and drop the .csv file into the window or click browse to locate the file.
- Use SFTP file: Click Get Headers to load the file headers.
- Sort to view all fields, mapped fields, or unmapped fields or type into the search bar.
- Select from the Your Column Header dropdown where appropriate.
Column headers will vary depending on the integration type chosen.
Upon selection, an example from the file and percentage of rows populated will appear.
- For Review Requesting integrations, optionally enter custom scripts to apply complex logic to your integration.
- For Profile Import integrations, check the boxes for skipping profile normalization and ignoring unmapped columns if desired.
- Skip profile normalization: Skip profile normalization if any profile/listing includes an address that is not identified by Reputation’s geo-coder.
- Ignore unmapped columns: Ignore unmapped columns if there are non-mandatory Reputation fields which have not been mapped to column headers in your file.
- Click the Proceed button when complete.
Click Reset Mapping at the top of the Mapping wizard to start over.
Filters defines which review requests the integration should not send.
If your integration will send all requests included in your file, skip this step and click Proceed to Scheduling.
To complete the Filters tab:
- Click Add Customer Field.
- Name the filter and define the condition.
- Customer Field – Select a data point to include in your exclusion filter. Customer Fields match the column headers in your request template.
- Condition – Define when the integration should exclude the chosen Customer Field value. Options include greater than, less than, and equal.
- AND/OR – When adding multiple rules for your exclusion filter, choose the correct operator.
- AND – Both rules must be true to trigger the exclusion filter.
- OR – One of the defined rules must be true to trigger the exclusion filter.
- Click the Proceed button to continue.
Schedule defines how frequently you want to run the integration.
To complete the Schedule tab:
- Choose the integration frequency. Options include: hourly, daily, weekly.
- Hourly – Select the amount of hours between each integration run. Options include: 2, 4, 6, 8, 10, 12.
- Daily – Select if the integration runs everyday or every weekday. Select the time (PDT) the integration will run.
- Weekly – Select one or many days of the week for the integration to run. Select the time (PDT) the integration will run.
- Click Proceed to Notifications.
Notifications defines the alerts you will receive for the integration.
To complete the Notifications tab:
- Click Advanced Settings.
You will be redirected to the My Notifications tab in a new browser tab.
- From the event dropdown, choose Integration Status and click Next.
- Modify the notification settings.
- Rule Name – Set a name for the notification to help you identify it in your list.
- Channel – The delivery method for the alert. Email is the only option at this time.
- Frequency – The frequency with which to receive the alert. Immediate is the only option at this time.
- Email Subject – Choose the subject line of the email when it arrives in your inbox.
- Email Custom Message – Enter verbiage to add to the beginning of the email, which can be used to set context for why the alert was sent or what the expectation is for taking action.
- Integration Event – Receive alerts when a specific event occurs. Options include All, Success, and Failure. Select one or many.
- Integration Type – Receive alerts for a specific type of integration.
- Integration Name – Receive alerts for a specific integration.
An integration must be saved before its name will appear in the Integration Name dropdown.
- Click Save.
- Return to the Rep Connect setup wizard. Click the Status toggle to active.
- Click Proceed to Test Run.
Test Run tests the connection established and reports back any errors for correction.
Test runs are not mandatory, but are highly recommended.
To complete the Test Run tab:
- Click Run Test.
- Check the email address listed for the results summary of the test. Correct any errors identified before testing again.
- Click Save and Enable at the bottom of the page to submit your integration.
- Save as Draft to save your progress and close the wizard. Save as Draft does not activate your changes.
- Change the name of your integration.
- Download Profiles to export location data stored in the Reputation Admin panel.
View the name, next scheduled run date, last run date, and status of each active integration. Toggle integrations on to enable and off to disable.
Click the ellipses () on an integration to view management options.
|Run Now||Run integration before the next scheduled run date.|
|Edit||Adjust an active integration. Process is the same as adding a new integration.|
|View History||View how many times the integration has run, the execution start time, and status of each run. Click the icon to view details and download the source file.
|Delete||Disables an active integration that has run at least once. Integrations that have not run at all will be hard deleted.|