314 Action Unified Sync

ActionKit → Switchboard Labels

ActionKit Account

Switchboard Account

List Type

Phone List Email List

Data Source

ID Number

Days Back

Find users with activity in the last N days

Minimum Count

Minimum number of opens/clicks to qualify

Custom Label

Days Back

Users & phone numbers newly added to ActionKit in the last N days

Custom Label

Select Candidates

0 selected — hold Ctrl/Cmd to multi-select

Or Enter IDsCustom Label

Select UsergroupOr Enter ID

Select Tags

0 selected — each tag becomes a separate label

Or Enter IDsCustom Label

Date Range

to

Amount Range

to

Leave blank for no limit

Custom Label

ActionKit → Tatango Tags

ActionKit Account

Data Source

ID Number

Days Back

Find users with activity in the last N days

Minimum Count

Minimum number of opens/clicks to qualify

Days Back

Users & phone numbers newly added to ActionKit in the last N days

Select Candidates

0 selected — hold Ctrl/Cmd to multi-select

Or Enter IDs

Select UsergroupOr Enter ID

Select Tags

0 selected — each tag becomes a separate Tatango tag

Or Enter IDs

Date Range

to

Amount Range

to

Leave blank for no limit

Custom Tag Name

Override the tag name applied in Tatango

Switchboard → ActionKit Usergroups

ActionKit Account

Switchboard Account

Source Type

Label Phone List Email List

List Type

Phone Email

Switchboard Label

Phone List

Email List

AK Usergroup Name (optional)

Import phone-only contacts (creates AK users with {phone}@example.com)

Phone-only contacts have no email in Switchboard. This creates them in AK with an @example.com placeholder so they won't receive email but can be in usergroups.

Switchboard Labels → Tatango Tags

ActionKit → Action Network (upsert person + tag)

Action Network Tag → Switchboard Label

Action Network Tag → Tatango Tag

ActionKit → Switchboard

Save as Schedule