Tatango

This integration automatically imports subscriber data from a daily CSV report provided by Fund Raising Strategies. Each night, after a new file is uploaded to the designated FTP folder, the integration downloads the most recent file and processes the data. It then creates or updates subscribers in Tatango and adds them to a specified list.

Opt-outs are not synced back to Fund Raising Strategies.

Before configuring the integration in Tatango:

Request that the Fund Raising Strategies - FTP Integration be enabled for your account by contacting your Customer Success Manager.

Create the custom fields in Tatango that match the columns in your incoming CSV file.

1. Request that the Fund Raising Strategies - FTP Integration be enabled for your account by contacting your Customer Success Manager.
2. Create the custom fields in Tatango that match the columns in your incoming CSV file.

Note: If you add new columns to the CSV in the future, please notify us so we can update the integration to recognize the new field(s). You will also need to create a corresponding custom field in Tatango.

Steps to Configure the Integration in Tatango

In Tatango, navigate to My Apps → Integrations.

Locate the Fund Raising Strategies - FTP Integration and click Configure.

When prompted, name the app (or leave the default name) and click Continue.

Enter the Client ID — this identifies the specific folder within the FTP that contains the CSV file you'd like to import.

1. The integration uses this Client ID to retrieve the latest CSV file from the folder.

Select the Tatango list where subscribers should be added or updated.

Map the incoming CSV fields to your Tatango subscriber fields.

1. The integration will then run at 9 pm Eastern daily, fetching and processing the latest file uploaded to the FTP folder.

1. In Tatango, navigate to My Apps → Integrations.
2. Click the All Apps tab.
3. Locate the Fund Raising Strategies - FTP Integration and click Configure.
4. When prompted, name the app (or leave the default name) and click Continue.
5. Enter the Client ID — this identifies the specific folder within the FTP that contains the CSV file you'd like to import.
 1. The integration uses this Client ID to retrieve the latest CSV file from the folder.
6. Select the Tatango list where subscribers should be added or updated.
7. Map the incoming CSV fields to your Tatango subscriber fields.
8. Click Finish.
 1. The integration will then run at 9 pm Eastern daily, fetching and processing the latest file uploaded to the FTP folder.

If you have questions or need assistance setting up or managing this integration, please contact your Tatango Customer Success Manager.

Learn how to configure the Fund Raising Strategies FTP Integration.

Fund Raising Strategies - FTP Integration

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Field Name	Merge Tag	Data Type
ecgClientID	`ecgClientID`	text
Salutation	`salutation`	text
First Name	`first_name`	text
Last Name	`last_name`	text
Email Address	`email_address`	text
Street Address	`street_address`	text
City	`city`	text
State	`state`	text
Zip Code	`zip_code`	text
MRC Date	`mrc_date`	datetime
Recurring MRC Date	`recurring_mrc_date`	datetime
Active Recurring	`active_recurring`	text
Last Updated	`last_updated`	datetime

Fund Raising Strategies - FTP Integration

Overview

What does the integration NOT do?

How do I set up the integration?

Prerequisites

Steps to Configure the Integration in Tatango

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