Back to all

Posibilities for automating a currently manual task using the API

CRM Live customer wants to automate this manual process, export from another system, import into Maximizer, add imported records to a campaign.

The way they do this at the moment is manual export of data, import into Maximizer creating a favourite list, then added subscribers to a campaign using the favourite list created during the import.

They do this process 3 or 4 times every day so it needs to be easier and not harder.

Automating the export is not a problem.

There is currently no API access to the campaigns module, so adding subscribers to a campaign is not something that they can do automatically at the moment.

The API allows them to create address book records, so they could do this instead of the import. But then adding subscribers to a campaign is more difficult because you don't have a favourite list to add them from.

I have not seen any mention of Favourite lists being available via the API, is this possible?

It looks like the API does have endpoints for the standard import, but not sure if or how these work as there is no documentation.

So without API access to Favourite list or Maximizer import functionality I'm thinking that using the API to just import new records doesn't make the whole process easier and probably makes it harder.