Choose the request template(s) that you want to ues to send review requests to your customers.

To complete the Templates tab:

1. Choose your request template.

   The dropdown displays all available templates created in your account. Learn more about creating new templates.

2. Click Continue.
   
3. Column headers are pulled in based on the template selected.
   • Click Download File to obtain the template you will use when sending customer requests. Fill in the file with customer information, one row per request. Click Finish Step.
   • Click Skip this Step to continue without downloading the Reputation template.

Automation defines how you want to deliver the Requests data file to Reputation as well as configure the data file format and other details.

To complete the Automation tab:

1. Choose which SFTP server would you want to upload the files to
   • Custom SFTP – Pull data from your own SFTP server. Reputation will pull the data file from your SFTP server.
     • Enter the Hostname, Port Number, Username, and Password. Click Test Connection to ensure Reputation is able to connect to your SFTP server.
     • If successful, the Success icon will appear and the Folder dropdown will populate. If unsuccessful, an error message will show.
   • Reputation SFTP – Upload the file to the Reputation SFTP server.
     • If you already have an SFTP account on Reputation server:
       • You will see the Folder dropdown enabled that allows you to select the folder to which you intend to upload the file.
       • If you want to upload the file to a different folder, you can click on “Request new SFTP folder” button.
       • If you you need help with the account, you can also click on the “Forgot Password” button
       • The host name, port number and folder information is displayed
     • If you do not have an existing SFTP account on Reputation server:
       • The Folder dropdown will be disabled.
       • You can request a new SFTP account by clicking on “Request new SFTP Account”
       • Once an account is created, the credentials will be emailed to the user email address associated with the account.
2. Once you configure the file delivery method, make sure to set-up an automated SFTP file upload in your system. This will ensure that the integration runs regularly without any interruption.
3. Under Requests Data File Settings, choose:
   1. The format of the file that you intend to upload and deliver to Reputation.
      We support the below formats:
      • CSV (comma separated, Tab separated & Pipe separated)
      • XLS (Excel 97- Excel 2003 Workbook)
      • XLSX (Excel 2007 and Excel 2010 onwards)
   2. Will the file will be compressed? We support Zip files.
   3. Will the file contain headers? If so, configure which row in your file contains the Headers and the Data.
      
   4. Click Finish Step.

This tab defines the mapping between the column headers from your file and Reputation request template fields.

To complete the Mapping tab:

1. Select the file to use for mapping. Options include manually uploading a file and using a file already uploaded to your SFTP server (recommended).
   • Manually uploaded file: If you have not yet uploaded the data file to the SFTP folder configured in the previous tab, you can manually upload the same file so mappings can be configured on the next screen. Drag and drop the .csv file into the window or click browse to locate the file.

     The manually uploaded file should be the same format as the file you intend to upload automatically to the SFTP folder.

   • Use SFTP file: If your data file is already uploaded to the SFTP folder configured in the previous tab, you can choose to use this file so mappings can be configured on the next screen. Click Get Headers and Reputation will extract the column headers from your files for mapping.

     It is recommended to use this option as the integration will pick up the files from the configured SFTP server each time on schedule.

2. Click Continue.
3. Sort to view all fields, mapped fields, or unmapped fields or type into the search bar.
4. Configure the mapping.

   Column	Description
   Reputation Field	All fields that your requests can have on the Reputation platform. The mandatory fields are indicated with an asterisk (*).
   Description	Provides context on what each Reputation Field represents.
   Your Column Header	A drop-down menu that lists all the column headers from your file. Select a header from the drop-down menu that contains the value in your file and map it to the corresponding Reputation field.
   Example from File	Displays a random example value from that column in your file.
   Rows Populated	Display the percentage of rows that are populated for that column in your file.
   Transformations	Allows you to transform any value in your file. Available transformations functions include: upper case, lower case, title case, static value, and more. Learn more about setting transformations.

5. Click Continue.
6. Confirm if you want to format any of the data in your file.
7. Click Finish Step when complete.

This tab allows you to define any business rules that need to be applied to the Requests integration, such as excluding certain requests from being sent or adding any delays to request deployment.

To complete the Filters tab:

1. Choose if you want to set up exclusion filters. These allow you to skip review requests being sent under certain circumstances.
   • Click Add Filer Set to create an exclusion filer.
     

     1. Name your filter.
     2. Choose Basic Filters to configure if then statements to identify the records that need to be excluded. For example, I do not want to send review requests to any customer whose email address ends in “@acme.com.”
        
        Choose Advanced Filters to add rules for review requests via custom scripts.
     3. Optionally configure additional filter sets.
     4. Click Continue.

   • Click Skip this step to bypass setting up exclusion filters.
2. Choose if you want to set up delay filters. These allow you to define rules to delay the review requests from being sent to your customers.
   • Click Add Filer Set to create an exclusion filer.
     

     1. Name your filter.
     2. Choose Basic Filters to configure if then statements to identify the records that need to be excluded. For example, I want to send delayed review requests to all the customers from the location – Donut Wheel. This rule will add a 7 day delay to the requests for all customers from my specified location.
        
        Choose Advanced Filters to add rules for review requests via custom scripts.
     3. Optionally configure additional filter sets.
     4. Click Finish Step when complete.

   • Click Skip this step to bypass setting up delay filters.

This tab defines the schedule of the integration which can be configured based on how frequently you want to send requests from the Reputation platform.

To complete the Schedule tab:

1. Choose the integration frequency. Options include: hourly, daily, weekly.
   • Hourly – Run multiple times each day, at most every 2 hours. 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 (excludes weekends).
   • Weekly – Run multiple times each week, and choose specific days of the week. Select one or many days of the week for the integration to run.
2. From the Repeats Every drop-down, schedule how many times the integration will run for the selected frequency.
3. Choose your time zone.
4. Configure at what time the integration should start (in PST).
5. Choose when to send requests between. Each option is a four hour range.
   
6. Click Finish Step when complete.

This tab defines the email notifications needed to receive Integration Status email alerts.

To complete the Notifications tab:

1. Name the notification. The name will help identify this notification from others on your My Notifications tab.
   
   Learn more about managing notifications.
2. Select when you want to receive a notification. Options include: every time the integration is run, Only when the integration was successful, and Only when the integration failed.
   
3. Optionally, click Show Email Customization Options to provide a custom email subject line and/or message.
4. Click Finish Step when complete.

To finalize the integration configurations, we encourage your to perform a Test Run of the integration. The Test Run executes exactly the same way as a regular scheduled run would, but will not save any data to the Reputation platform.
The Test Run will send a summary of the execution to your email address so you can review the results of the integration and make any changes necessary before the live execution begins.

Test runs are not mandatory, but are highly recommended.

To complete the Test Run tab:

1. Click Run Test.
2. Check the email address listed for the results summary of the test. Correct any errors identified before testing again.
3. Click Finish Step when complete.

This tab allows you to review all configurations you have done for your request integration so far. Edit any tab if you need to make updates. Once you have reviewed the configurations, click Continue.

The last screen will provide you with instructions on what to expect next. Click Finish Integration to enable the integration. Once clicked, your integration will run as per the schedule you have provided.