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Dotdigital Installation Instructions

Install the Dotdigital integration to iPaaS.com

Updated this week

Before you Begin

Before you begin, you will need to obtain authentication information from Dotdigital.

Steps to Obtain the Credentials from Dotdigital:

  1. Go to your Dotdigital URL, for example, https://r2-app.dotdigital.com/default.aspx and log in with your Dotdigital account credentials.

  2. On the Dotdigital Home page, choose your account and then click Settings.
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  3. On the Settings page, click Access > API users.
    Dotdigital displays the API users page, which shows your API endpoint and a list of current users.

  4. Make note of your API endpoint.

  5. Click Add New API User.

  6. Dotdigital assigns the user an email address. Enter a Description for the account, such as "testing", and a Password.
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  7. Save the email address and password. You will use them when installing the integration.

  8. Select the Rate limiting type according to your account agreement.

  9. Click Save to create the new user.

Authentication with Dotdigital

Integration with Dotdigital serves a specific purpose: it handles user login authorization only. This means:

  • For API calls: Basic Authentication is still required using API user credentials.

Installing the Dotdigital Integration

  1. Go to Subscriptions Management > Subscriptions and click Search Certified Integration Marketplace and Subscribe.

  2. Click the Dotdigital Integration title.
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  3. Click the Subscribe button.

  4. Enter the name of the subscription and select a version. It can be set to any relevant and unique subscription name within the company where this subscription is created.
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  5. Enter the API URL endpoint for your Dotdigital instance that you saved when creating a user.

  6. Enter the API User and the API Password provided when you created a new user in Dotdigital.

  7. Enter the Integration Token. This token is not displayed in your Dotdigital account. To get an integration token, you'll need to go through Dotdigital's partner program application and verification process. Integration tokens are issued directly by the Dotdigital Partner Engineering team once you begin the verification process to become a verified integration partner.

  8. Enter the API Throttle Limit. This setting prevents any single integration or user from overwhelming the system with too many requests. It protects system performance by controlling the number of API requests that can run simultaneously, ensuring fair usage.

    • Recommended Values

      • Initial Setup: 5

      • Ongoing Operations: 500

      • High Volume: 500

  9. Enter the API Throttle Seconds. This defines the time window during which the API Throttle Limit is measured. If an integration makes too many requests within this time window, additional requests are rejected until the window resets.

    • Default Value: 60 seconds

    • Range: 60 seconds

  10. Enter the number of Concurrent Connections. This specifies the maximum number of simultaneous API connections that Dotdigital can process for a user or integration. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.

    • Default Value: 5

    • Range: 10

  11. Enter the number of Concurrent Batch Executions. This specifies the maximum number of simultaneous batch executions that can process for an integration at one time. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.

    • Default Value: 5

    • Range: 10

  12. Click Apply to save the settings.

Post-Installation Verification

After completing the installation, perform these tests to verify the installation.

Data Sync Test:

  1. Initiate a sample data pull. (To iPaaS.com)

  2. Initiate a sample data push. (From iPaaS.com)

Functionality Test:

  1. Run an end-to-end business process.

  2. Validate key features like field mappings, workflow triggers, and logging.

  3. Review integration logs in iPaaS.com.

Support and Troubleshooting

Click the Help button on any iPaaS.com page to contact Support or to search our documentation.

Dotdigital Support and Troubleshooting

Within Dotdigital, click the Help button to contact Dotdigital Support or to search their documentation.

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