Integration Setup

To connect Retention Science please follow the steps below

You should contact your Retention Science representative to get your SFTP information prior to following the steps below

Step 1: Navigate to Integrations

Navigate to the Integrations screen by clicking on Integrations on the left nav bar

Step 2: Select New Integration

Click on New Integration on the top right

Step 3: Select Retention Science

Find and click on the Retention Science icon

Step 4: Create the Integration

  • Give your Integration a name

  • Enter the SFTP Server URL

  • Enter the Username and Password you were given for the SFTP account

  • Click on Create in the upper right once the fields have been completed

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