Data Synchronization

It is necessary the data is synchronized between your CRM and the indigitall service to achieve optimal management and analysis of data, in addition to avoid any erroneous duplication. This means that you must ask for your database contacts in your CRM to use them into indigitall console.

For Push Notifications, Web Push and App Push, you need to identify each user with their different devices. Imagine a user who uses a smartphone, tablet and PC to receive their push notifications then you need to know the complete behavior with all devices.

Mandatory field

Using push notifications (Web Push and App Push), we need to have the identifier for each device (deviceId) . You can upload a .CSV file with this field (see example).
Example:
deviceId
6abcf613-e4e6-xxxx-a5d1-9533fe655e61
69b26254-aacd-xxxx-98c3-525fc7bff440
89b99158-2144-xxxx-b1df-d298649f934b

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Then indigitall platform creates a new and encrypted data to detect the unique users with different devices from the combination of the personal login (name of user and password) and the deviceId. This identifier is called externalCode.

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You can also use your own identifiers (for example, email, user ID) to create the list in .csv format. In this case, you must load the .csv file with externalId as header (first line) and your identifiers in each of the other lines.
Example:
externalId
[email protected]
[email protected]
[email protected]

Moreover, from indigitall console, you can edit the devices linked to topics to add or remove them uploading a .csv file.

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Customer Journey

If you want to create omnichannel strategies through Customer Journey then you need to combine the chosen channels with a unique identifier (customerId) as this example shows.

API

indigitall has an API to facilitate the integration between your CRM and our indigitall service. The API integration must be done by IT staff in a very simple way following our Developer Guide. All transmitted and stored data is encrypted by indigitall complying with current regulations for each region -no data is transferred outside the region-, including GDPR for the European market.

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