GetThru and PDI Account Connection

This guide explains how PDI and GetThru work together for accounts that already have the PDI integration enabled. The integration helps you move people from PDI into GetThru so you can run texting or calling campaigns using PDI data.


If your account does not currently have PDI enabled, you can still use GetThru with PDI by importing people into GetThru with a CSV file and uploading campaign results back to PDI manually. This guide includes both paths so you can choose the workflow that matches your account.


TABLE OF CONTENTS


Account Does Not Have PDI Enabled

You can still use PDI data with GetThru. The difference is that you’ll move contacts in and out using CSV files.


Import People Into GetThru With a CSV

  1. In PDI, export the list you want to use for outreach as a CSV
  2. Include these columns:
    • First name
    • Last name
    • Phone number
    • Any fields you want to personalize messages with
    • A unique identifier from PDI
  3. In GetThru, create a Group with the CSV


Account Has PDI Enabled

You will also see an account owner (admin for older accounts) user for your PDI integration. The integration will not function without this user. Do not delete this user. Deleting or downgrading the PDI user will cause your integration to fail, and this issue cannot be resolved.

administrator user for your PDI integration

Send People From PDI to GetThru

Use this workflow when you want to start with a list in PDI and text/call those people in GetThru.

  1. In PDI, click the Outreach drop-down from the header
  2. Select ThruText Texting
  3. Select Send Universe to ThruText

  • On the new page, the information entered into the Name Your List or File field will become your GetThru Group name.
  • Leave the next two fields as they appear.
  • Select which PDI universe you want to import by selecting from the Choose the People to Be In Your List or File drop-down menu.

  • Click the Process File button at the bottom of the page. If the file was sent successfully, you will see Your File or List Has Been Successfully Created.


What to expect in GetThru:

  • The list of people is an active Group with the name you entered
  • PDI fields appear as custom fields
  • You can use it for both (or either) ThruText and (or) ThruTalk


Export Results From GetThru for PDI

All data needs to be uploaded to PDI manually via CSV. After your users have recorded survey information in ThruText or made dials in ThruTalk, you can upload your survey answers or script responses to PDI. 

  • First, export your Account Campaign Dials from ThruTalk or export Surveys from ThruText
  • Download your export
  • After logging into PDI, click the People drop-down in the site's header
  • Select Import/Export Data

  • Next, select Import ID fields

  • Select the file you want to upload and select Text (CSV Comma Separated Values) from the File Type drop-down.
  • Click Upload File

  • Once your data has populated below the Upload File button, click Next at the bottom of the page
  • Move on to the 3. Select Match Field & Acquisition Code step 
  • Make the following selections:

  • Click Next at the bottom of the page
  • When asked about your file's layout, select My data file has one or more flag fields containing variable flag values
  • Then, select The flags I am posting are associated with a survey
  • Next, you will be prompted to map the questions that are within the ThruTalk Account Campaign Export with Surveys that exist within your PDI account.
  • Finally, you will be prompted to map the corresponding answers between your file and your PDI surveys.
  • Click Import to finish the process!


Request an Integration

We’re planning an updated integration using the new PDI API. If you want to share what you need (PDI or any other integrations), submit our integration request form on the Integrations page so we can prioritize the most requested workflows. See our guide GetThru VAN Integration Overview and folder Integrations for more info on our current integration options.