RevSure Sendoso Integration Implementation Guide

Short answer

This guide connects Sendoso to RevSure. In Data Hub, add a Sendoso source, name the connection, choose a historical sync date, connect, and log in with your credentials. This brings Sendoso direct-mail and gifting engagement data into RevSure.

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button

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2. Select Sendoso data source, and it will open a sidebar to configure the connection details

RevSure Sendoso Integration Implementation Guide (figure 1)

3. Enter a unique connection name to identify the connection

RevSure Sendoso Integration Implementation Guide (figure 2)

4. Select historical date to sync from

RevSure Sendoso Integration Implementation Guide (figure 3)

5. Click "CONNECT"

RevSure Sendoso Integration Implementation Guide (figure 4)

6. Login using your credentials in sendoso pop up

RevSure Sendoso Integration Implementation Guide (figure 5)

7. Click "CONFIRM MAPPING" to confirm mapping. Data source will be added, and you will be able to view sync status

RevSure Sendoso Integration Implementation Guide (figure 6)

8. Click "EXPLORE DATA HUB"

RevSure Sendoso Integration Implementation Guide (figure 7)

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