How do I use the PDI integration

PDI is a campaign management platform to help users engage with voters. The team at Hustle is thrilled to have PDI as one of our supported integrations to help keep you connected! 👊

This article will take you through the necessary steps to connect your Hustle account to PDI so that you can share data and activity between the two. 

Currently, this includes:

• Updating information in PDI based on activity in Hustle. Specifically, opt outs, outbound messages, and inbound messages.

Skip to: 

• How do I set up PDI with Hustle?
• How do I import my PDI contacts to Hustle?
• How do I update PDI with Hustle?
  • Message activity
  • Opt outs

How do I set up PDI with Hustle?

Before setting up the integration, admins need the following information from PDI’s support team:  

• Username (email)
• Password
• API Key

Once you have the Username, Password, and API Key, to set up an integration:

1. From the Admin Panel, click Integrations from the left side of your screen!
   
   
   
2. Click Add Integration under PDI
   
   
   
   
3. Click add a new instance or Add Integration on the following page
   
   
   
   
4. Enter the preferred name of the integration in Name this Integration.
   
5. Enter the Username provided by PDI
6. Enter the Password provided by PDI
7. Enter the API Key provided by PDI then click Save.
   
   
   

How do I import my PDI contacts to Hustle?

Admins can add contacts from PDI to Hustle via CSV file, or by using Hustle’s public API 🎉

To add contacts via CSV from your Hustle Group: 

1. Export your contacts from PDI in CSV format. 
2. In your Hustle organization, go to Contacts > Add contacts > Choose a CSV file.
   
   
   
3. Choose the CSV file that was exported from PDI.
4. Map the required fields to each column in the CSV file:
   
   
   • Phone Number
   • First Name
   • Last Name
   • Your integration with PDI (Formatted as: Integration Name [PDI])
   • Custom fields (If available)

4. Choose how your contacts will be assigned.
   
   
   • Optional: Apply tags to every contact in the import:
     
     
5. Click Import Contacts
   

How do I update PDI with Hustle?

Hustle updates PDI flags with activity that takes place in Hustle including: opt outs, outbound messages, and inbound messages. No additional setup is required once the integration is successfully created to sync back opt outs and messages to PDI ✨

Hustle message data will be available in PDI as follows:

• Hustle inbound messages will be stored using the PDI flag HIM with acquisition type of      Hustle SMS and acquisition method of Text Message.
• Hustle outbound messages will be stored using the PDI flag HOM with acquisition type of Hustle SMS and acquisition method of Text Message.

Hustle opt out data will be available in PDI as follows:

• Hustle opt outs will be stored using the PDI flag HOO with acquisition type of Hustle SMS and acquisition method of Text Message.

Please don't hesitate to reach out to support at support@hustle.com if you have any questions while setting up your PDI integration! We're here to help! 🤗