Skip to main content
All CollectionsAPI and IntegrationsPre-Built Integrations
Fund Raising Strategies - FTP Integration
Fund Raising Strategies - FTP Integration

Learn how to configure the Fund Raising Strategies FTP Integration.

Judd Bobin avatar
Written by Judd Bobin
Updated yesterday

Overview

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.

What does the integration NOT do?

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

How do I set up the integration?

Prerequisites

Before configuring the integration in Tatango:

  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.

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

Steps to Configure the Integration in Tatango

  1. In Tatango, navigate to My Apps β†’ 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 β€” 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.

Need Help?

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

Did this answer your question?