Documentation

Ortto (AutoPilot)

Updated on

Oct 19, 2023

Description

Ortto’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey.

Schema information

The schema information shows all report types you can use to extract data from Ortto.

Setup guide

Follow our setup guide to connect Ortto to Improvado.

Step 1. Click the Data Sources in the left navigation bar.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2. Click on the Ortto tile.

Step 3. Authorize your Ortto account using your Email and API Key.

Important: You can get your API Key by following the official instructions.

Step 4. After completing the connection process, the Ortto connection will appear in your Connected sources list.

Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 6. To extract data from the connected sources, check the instructions on how to set up data extraction.

Settings

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Troubleshooting

Troubleshooting guides

Check out troubleshooting guides for
Ortto (AutoPilot)
here:

Limits

You can find information about the latest API changes in the official Release notes.

Frequently asked questions

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Questions?

Improvado team is always happy to help with any other questions you might have! Send us an email.

Contact your Customer Success Manager or raise a request in Improvado Service Desk.