Prerequisites
Before you can add the connection, you must create a custom API integration in your iContact account:1
Log in to your iContact account and click the dropdown menu in the upper-right corner, then select Settings and Billing.
2
Click iContact Integrations.
3
Click the Create button next to Custom API Integrations.
4
Under the Getting Connected section, note your API Application ID (App Id), Username, and Password.
5
Note your Account Id from the Account Information section of the same page.
Setup Guide
Follow these steps to connect iContact to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type iContact into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter the Account Id and App Id obtained from your iContact Custom API Integration page.
6
Set the User to your iContact username and the Password to your iContact password.
7
At the top of the Connect AI Add Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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