The DataSift + Smarter Contact integration allows you to send records from your DataSift account to Smarter Contact (Professional, Business, Expert and AI Plans). With our Business, Expert and AI Plans, you can also receive information back, updating the records in DataSift in real time as you disposition them in Smarter Contact.

❗ATTENTION: Our Support Team can set up the DataSift + Smarter Contact Integration for you. Just fill out the integration request form linked below and include your Smarter contact login details.

​

Prefer to do it yourself? No problem! Instructions are below.

To set up the outbound integration, navigate to the Settings -> Integrations section of your DataSift account, and select Smarter Contact.

Next, select Connect with Smarter Contact. You may be prompted to log into your Smarter Contact account if you are not logged in already.

Once you click to connect, you're all set to start sending records.

To send records through the integration, filter and select the records you want to send from the Records page and select Send to -> Integrations

Next, select Smarter Contact. The option under phone types, phone statuses, and phone tags determine which phone numbers are send. For example the options below would send only phone numbers that are listed as mobile phone type and have no phone status in your DataSift account.

Enter the List Name, this will be the name of the list that appears in your Contacts in Smarter Contact, then select Next.

We will add auto-tags based on where and when the records are being sent. You can also add any custom tags, for example the name of the campaign or a tag for the SMS attempt.

Next, review the options you've selected and click Send Contacts.

You can track the progress of your transfer from the Activity -> Predictive Dialer section of your account.

Once the transfer is complete you should see the records under the Contacts section of your Smarter Contact account.

To verify the list, you will need to update the Headers in Smarter Contact. Select the drop down menu next to each Heading option, and select the correct label the header corresponds with. Once all headers have been labeled, click apply to verify.
​

​

The Smarter Contact Inbound Integration allows you to receive data back from Smarter Contact to update your records in real time. This integration is available on our Business, Expert and AI Plans.
​

To setup the inbound integration, copy the DataSift API Key located within the Settings -> Integrations -> Smarter Contact section of your account.

Next, log in to your Smarter Contact account and select Settings -> API. Click the pencil icon on the DataSift (listed as REISift) integration.

Paste the DataSift API Key under API Key and click Connect (you can go back in and add the labels after they are created).

Labels are used to send data from Smarter Contact back to DataSift. These are customizable and can be set to send property status, phone status, or phone tag.

To create the labels, go to Settings and toggle Edit Label Settings on.

Next, enter the names of the labels you want to create and click Add.

Recommended Labels:

Once the labels are created, navigate back to Settings -> API and click the pencil icon next to the DataSift (listed as REISift) integration.

Property Status labels are the labels you will be using to update Property Status in DataSift. Property statuses are customizable in DataSift. When updating a custom property status, you will need to create it in your DataSift account first. For more on creating custom statuses, please see Custom Statuses Overview
​

Under Select Labels you want to push to DataSift as Property Status, click Add more connections and begin adding the property status labels.
​
The label name on the left is the label you created in Smarter Contact, the name on the right is the property status it will update in DataSift. Default statuses are listed in the drop down menu. To update a custom status, type the name of the status and select create.
​
​​Recommended property status labels:

Phone Status Labels are labels you want to update Phone Status in DataSift. Phone Status is not customizable.

Select Add more connections and begin adding the phone status labels.

​​Recommended phone status labels:

Phone Tag Labels are labels you want to update Phone Tags in DataSift. Phone Tags are customizable.

Select Add more connections and begin adding the phone tag labels.

​
​​Recommended phone tag labels:

From within a contact, click Info and select the labels you want to send. Next, click the Export to CRM icon located towards the top right of the page, and select REISift.

Once the information is successfully sent, you'll see a message located towards the top right of the page stating Exported to REISift.
​

You can test the integration by searching for the record in DataSift and viewing the Activity log.
​
To access the Activity log, open the record from the Records page, scroll down below the map and select Activity Log.
​

Filter Records Overview
​

​