TargetSmart Automation Workflows

In addition to the TargetSmart Developer API, TargetSmart also provides a solution for executing custom data processing workflows that TargetSmart implements for specific client needs. The TargetSmartAutomation class can be used to execute these workflows for common purposes such as customized list matching workflows. Workflow execution can take minutes to hours depending on the workflow type, size of data, and queuing.

Note

Authentication

TargetSmart Automation workflows use SFTP. You will need to obtain SFTP credentials from TargetSmart to utilize the TargetSmartAutomation class.

Quickstart

To instantiate TargetSmartAutomation, you can either store your SFTP username and password as the environmental variables TS_SFTP_USERNAME and TS_SFTP_PASSWORD, or pass them in as keyword arguments:

from parsons import TargetSmartAutomation

# First approach: Store SFTP username and password as environmental variables
ts_auto = TargetSmartAutomation()

# Second approach: Pass SFTP username and password as arguments. These are
# provided by TargetSmart for your account. Warning: Do not store password
# literals in your source code.
ts_auto = TargetSmartAutomation(
    sftp_username='my_sftp_username', sftp_password='my_sftp_password'
)

You can then call these methods:

# Execute a custom workflow that TargetSmart has provisioned for you. This
# blocks until completion and may take minutes/hours depending on the data size
# and workflow type

input_table = Table.from_csv('my_file_to_match.csv')
output_table = ts_auto.match(
    input_table,
    'workflow_name_provided_by_targetsmart',
    'my_job_name',
    emails=['bob@example.com'],
)

# Most Automation workflows perform list matching, but not all. The ``execute``
# method is an alias for the ``match`` method to avoid confusion in these cases.
# This is the equivalent to the above
output_table = ts_auto.execute(
    input_table,
    'workflow_name_provided_by_targetsmart',
    'my_job_name',
    emails=['bob@example.com'],
)

# Optionally check the status of a workflow execution
ts_auto.match_status(job_name='my_job_name')

# Optionally remove all files for the match job. TargetSmart's lifecycle rules
# will remove eventually if not.
ts_auto.remove_files(job_name='my_job_name')

API