Cordial Integration

In this article we'll walk you through the process of integrating your SmarterSends instance with your Cordial account. There are a few steps we'll take you through but this can be accomplished in 15 minutes or less.

The items you'll need to create within your Cordial account include:

1. An API Key with the correct permissions applied
2. Define which fields a user can use within SmarterSends

In order to start the integration process, go ahead and log into both your Cordial account and your SmarterSends instance. We'll start in your Cordial account.

1. In the top right corner of your Cordial account you'll see your Initial which will say Settings when you hover over your initial.
2. Click your initial and select API Keys
3. Click New
4. Add the name of the API Key, "SmarterSends API"
5. Add the SmarterSends IP address to the IP whitelist: 54.146.87.194
6. Select the following permissions:
   1. Account Attributes 
      1. GET /accountcontactattributes
      2. GET /accountlists
      3. POST /accountlists
      4. GET /accountlists/{key}
      5. PUT /accountlists/{key}
      6. GET /accountlists/{key}/count
   2. Analytics Messages
      1. POST /messageanalyticsexport
   3. Batch Messages
      1. GET /batchmessages
      2. POST /batchmessages
      3. DELETE /batchmessages/{msID}
      4. GET /batchmessages/{msID}
      5. PUT /batchmessages/{msID} 
      6. PUT /batchmessages/{msID}/send
      7. PUT /batchmessages/{msID}/sendtest
      8. PUT /batchmessages/{msID}/unschedule
   4. Contact Activity Exports
      1. POST /contactactivityexport
   5. Contact Imports
      1. POST /contactimports
   6. Contacts
      1. GET /contacts
      2. POST /contacts
      3. GET /contacts/{contactID}
      4. PUT /contacts/{id}
   7. Jobs
      1. GET /jobs
      2. GET /jobs/{id}
7. If you are unable to select any of the above permissions, your account in Cordial may be set to Power User and not Admin. You'll need to use an Admin account to set the permissions on the API Key to the above.
8. Click Generate Key
9. Copy the API Key and paste it into the SmarterSends Email Service Provider settings page.
10. Select the endpoint for your Cordial account. 
    1. If you access your Cordial account at:
       1. https://admin.cordial.io/ then select "api.cordial.io"
       2. https://usw2.admin.cordial.io/ then select "api.usw2.cordial.io"
11. Click the Test API Access button. If your settings are correct, you'll see a green check mark and now see an option to Restrict Import Fields.
12. If you Restrict Import Fields, you can determine which attributes your users will be able to use as personalization tags.
13. Click Save and you are Integrated!