About the Contact API module
Whispir’s Contact API module provides contact management integration with third-party systems. It allows companies to keep contact details that are held outside of Whispir – in systems such as SAP or Human Resources or a CRM – as the ‘source of truth’ and periodically import those contacts into Whispir.
Features of the Contact API module:
- Customised Whispir contact profile fields can be matched to data fields in the third-party system
- The process involves a single .CSV file import via SFTP (secure file transfer protocol) with PGP encryption
- You can run the contact file import as often as necessary
- Unwanted contact records can be deleted automatically
- A Masterlist workspace is created in Whispir solely for the purpose of centrally holding all imported company contacts. It is not used for sending messages and so on.
- You can set up contact mapping rules to automatically map imported contacts from the Masterlist workspace to the workspaces they need to be in. See About Contact Mapping Rules.
The Contact API module is an optional Whispir module designed specifically to suit your contact data import requirements. The behaviour of contact add, update, delete and ignore functions is slightly different to Whispir’s ‘classic’ import contacts feature. In particular, you can delete contacts via the Contact API import process but not via the ‘classic’ process. For more information about the module talk to your Whispir account manager or contact the Whispir Support Team (support@whispir.com).
Note: Whispir’s ‘classic’ import contacts feature is better suited to importing contacts on an ad hoc basis only.