Integrations is not available for Taguchi V4 and is only available in V5.
Please contact Support if you don't know which version of Taguchi you are using.

Taguchi has an API integration which creates a seamless and automated connection between your email marketing database in Taguchi, and your organisation.

This integration means you don't need to manually handle your subscriber data externally between Taguchi and your organisation to achieve the above, reducing the risk of data security issues and not to mention effort.

SFTP Integration

Our simple, self-serve integration tool offers a smart and secure way to receive SFTP extracts; without the risk and inefficiencies of manually handling customer data.

Credentials

You will need to setup up one compulsary SFTP credential and two optional ZIP and GZ credentials before you are able to create an SFTP integration.

Here is more information on the credentials that you need to setup.

Create Your SFTP Integration

New Integration

To create a new integration, ensure that you have the required User Type integration role privileges assigned to you. The 'integration' page is under Settings > Integrations.

Select ‘New Integration’ and a new screen will popup.

Details

1. Set the name of the integration.

2. Under 'Type', select 'SFTP Extract'.

3. The Schedule start date/time allows the integration to start at the specified time/date. When used in tandem with repeat (Weekly), this allows the integration to repeat weekly at 10:00 (based on the example above).

4. Repeats allow you to conduct the integration multiple times without having to create a new integration. You could choose either Yearly, Monthly, Weekly, Daily and Hourly. Some platforms have processing limitation whereby it could take some time to process the data. Hence hourly repeats might be affected and daily repeat might be a preferred option instead.

Configuration

1. Credential to use: Choose the desired credential to use that you have set up in the credential page.

2. File Format: elect the file format that you wish receive from Taguchi via the SFTP Extract. You can choose either CSV, TSV or PSV file format.

3. Extract filename: Specify the name of the file that you are extract. The file name that you have specified has to be accurate as a mistake me result in failure to extract.

4. Destination directory: The Destination Directory refers to the directory on the remote server where files are transferred or uploaded to. Enter the Destination Directory to ensure that the file arrives at your preferred location.

5. Compression: You can choose to compress or leave it uncompressed. There are two compression formats that you can choose. They are GZ or ZIP compression format.

6. Select credential for the ZIP password (optional): If you have chosen ZIP as your compression format, you can select your credential for the ZIP password that you have created.

7. Force quotes: Forced quotes are used to ensure that the entire data e.g. (name "John,Doe") is treated as a single field. Forced quotes can ensure that each field is correctly interpreted, even if it contains special characters that might otherwise be misinterpreted during the extract process.

8. Preserve custom field order: By clicking on this checkbox, you can ensure that the custom field columns within the CSV/TSV/PSV file is preserved in its original order during the extract process.

9. GPG Encrypted: If you want to encrypt your extract using GPG, select the checkbox.

10. Select credential for the GPG Encryption (optional): Choose your GPG credentials from the dropdown menu if you have slected that chackobx above.

Target Expression

Target expressions allows us to target specific subscribers in a list or based on other variables.

For more on Target Expressions see our article ‘What are target expressions?’

Save Changes and Activate

Once you have added your Details, Configuration and Target Expression, you will be able to save changes (1) and activate (2) the integration. You can only activate once you have save changes.

Deactivate

To stop the integration, click on Deactivate. This will stop Taguchi from exporting data via SFTP Extracts.

Active Integration

Once the integration has been saved and activated, the on/off icon of the integration card will change from yellow (Off) to green (On) which indicates that it is now activated.

Update Integration

If you want to update your Integration, you will be able to make the changes while it is activated or deactivated. Once the changes have been made, you will be able to update the integration by clicking on 'Save changes'. The Integration will be updated immediately.

If you are having trouble with this integration, please contact Taguchi Support for assistance.