SFTP (SSH File Transfer Protocol) is a secure file transfer protocol. An SFTP can automatically upload your ThankView data into the SFTP, which you can then connect to your CRM.

SFTP Documentation

SFTP (SSH File Transfer Protocol) is a secure file transfer protocol. An SFTP can automatically upload your ThankView data into the SFTP, which you can then connect to your CRM.

You may view our SFTP documentation here.

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API Documentation 

You may view our API documentation here. 

Accessing Your Custom API Key

To get a custom API key:

1. Go to Settings > Integrations & APIs.
2. Scroll down to the API Access section.
3. Toggle on API Connection Disabled. 
4. Click Update to access your custom key.

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Exporting Metrics

You may also export your campaign and recipient metrics from the ThankView platform and upload those files into your CRM manually in order to update recipient records.

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If you have additional questions, please reach out to your Customer Success Representative or support@thankview.com.