Automation and data

CSV over SFTP + Purple Engage

Connect the systems that work with files.

What connects with Engage

Contacts and transactions flow in from CSV files on your SFTP server, and exports are written back.

Explore customer data in Engage

Put the connection to work

Two ways to use CSV over SFTP with your Engage marketing.

Bring data into Engage

Import contacts and transactions from CSV files supplied through SFTP.

Send data back to your tools

Have exports written back to your SFTP server for the systems that read files.

From connection to campaign

Start with one useful workflow. Check the data and the consent it carries, then approve what your AI team prepares.

  1. Connect your account

    Choose the data source, destination and permissions for your connection. Your technical team can use the API, events or file workflow described above.

  2. Check the data and permissions

    Review a sample record and confirm the relevant marketing permissions before adding people to campaigns.

  3. Approve the first campaign

    Let your AI team prepare the work and, by default, approve each action before it reaches a guest.

Questions

What connects between CSV over SFTP and Engage?

Contacts and transactions flow in from CSV files on your SFTP server, and exports are written back.

Do I need Purple WiFi?

No. Engage works with customer data from your existing tools. WiFi is an optional source of guest and visit data.

Who controls the campaigns?

By default, you approve each action and campaign before it reaches a guest or spends money, and the AI can never launch or fund an ad. External assistants connected through MCP can read, draft and ask for approval, never send.

Put this connection on one guest record

Bring your tools into one marketing platform and approve what your AI team stages.