Before you set your integration, you'll need to get your Breeze API Credentials.
Steps
Go to Integrations > Breeze.
Agree to the terms and click Connect Breeze.
Input your Breeze API Credentials and click Set API Credentials.
Select the tags you would like to sync into Clearstream and click Continue.
Click Run Sync Now to start the initial sync.*
Once the sync finishes, verify your groups and communication lists have been imported by going to the Subscribers page.
*Due to Breeze's API rate limits and sync delays, the initial sync could take up to an hour depending on the size of your Breeze database.
What information is pulled in from Breeze?
Clearstream will pull the following fields for each person: mobile phone (required), first name, last name, and email. If the Breeze person does not have a phone number listed in the mobile field, they will not be synced.
It's common for your synced tags to have fewer contacts in Clearstream than in Breeze as there are usually a few contacts without a mobile number.
How often are my Breeze tags synced?
Breeze tags are auto-synced every 24 hours, but you can also manually sync them at any time from Integrations > Breeze > Run Sync Now.
You can also re-sync a specific list at any time from the Subscribers page. Click the ⋮ icon (far right) > Sync Now.
When Breeze tags are re-synced, Clearstream will also update any changed data fields for a person. For example, if you change Jane Doe's email address in Breeze, it will also be changed in the Clearstream list.
Handling opt-outs
When you send a message to a synced group, anyone who texts STOP will be opted out from receiving texts in your Clearstream account, but they won't be removed from the tag in Breeze. People who have opted out from SMS will not be opted back in at the next Breeze sync.
Next steps
Once you've got the integration set up, you can continue to connect the platforms. Consider automatically retrieving subscriber data from Breeze, or pushing guests to Breeze and creating a new profile.