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Automated Integration Guide

Connect your data with Purlos - faster and more reliable. By following this process, you’ll ensure your campaigns are up always up to date.

Carlo Formarejo avatar
Written by Carlo Formarejo
Updated over 3 months ago

This guide will walk you through each stage of the integration, from getting started to testing and finalising your setup.

Step 1: Purlos Integration Guide

Integrating with Purlos will save you time by eliminating manual uploads.

Before you begin:

  • Completing this integration will require both your Tech team and your main Purlos user.

  • The process typically takes around 2 days.

  • If you have any questions during the process, click the chat icon in the bottom-right corner of your screen to contact us.
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➡️ Once you’re ready, click the "Get Started" button on the right upper part of the page and move on to Step 2

Step 2: Product Details

In this step, you’ll provide details about your product and the key contacts involved in the integration.

You’ll need to complete:

  • Product – Select the product you are integrating (e.g., Engage, Destinations or Both).

  • Product Lead Name & Email – The main contact responsible for managing your Purlos product.

  • Tech Lead Name & Email – The technical contact who will support the integration setup.
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Once all fields are completed, click Next to continue.

➡️ Move on to Step 3

Step 3: Integration Method & Campaign Details

Here, you’ll choose your integration method and set up how your campaigns.
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👉 See the step-by-step instructions: Integration Method & Campaign Details.

Step 4: Technical Integration

Now it’s time to integrate!
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We’ve emailed your Product and Tech Lead with full instructions on completing the technical integration. Here’s what to expect:

  1. Who’s involved – Your Tech team and your main Purlos user will need to complete this step. Please be guided with this Data Submission Guidelines and Integration Documentations.
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  2. Timeline – The process usually takes around 2 days.
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  3. Support – If you have any questions, just send us a message using the chat in the bottom-right corner of your screen.
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While your team is working on the setup, our team will also complete configuration on our end (this can take up to 2 days). Once everything is finished, your Product and Tech Lead will receive a confirmation email.
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👉 After receiving that email, return to this screen and click "Next" to move forward.

Step 5: CSV Testing

Once your CSV files have been validated, the next step is to test the integration. This ensures everything is working correctly before live data is used.

To complete this step:

  1. Upload a test CSV file through the integration box.

  2. Make sure this file does not contain any real student data.

  3. Confirm that you understand how the integration works by checking the prompt provided.

This test run helps verify that your data flow is set up correctly and prevents issues when you begin using live records.


If there are any error with your CSV File the system will guide you on how to resolve it.
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You can check error on you file by clicking "Check Errors" on the upload display tab
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Make sure to follow the proper name of your csv file e.g. *StudentData_20250902T202501

Step 6: Integration Complete 🎉

Once testing is successful, your integration is complete! You can now start enjoying the benefits of automated data syncing and smoother campaign management.

✅ Tip: We recommend bookmarking this main article so you always have the full integration journey in one place. Each step links out to its own detailed guide, making it easy to pick up right where you left off.

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