Yext | How to Connect

Currently, there isn't a direct connection to Yext; however, we are able to use automated email delivery to integrate the data into ChannelMix. 

What we'll need from you: A sample file from Yext

What you'll get from us: An email address for automated delivery 

Please attach the sample file when requesting a Yext data set.

To set up an automated email in Yext, use the following instructions:

  1. Hover over your name in the top navigation bar, and click Account Settings.
  2. Click Notification Settings in the sidebar.
  3. Click on the Create New Notification button.
  4. Select the type of notification you’d like to set up.
  5. Select what you would like to include in the notification, and click Next.
  6. If applicable, select the desired format, and click Next.
  7. Select the desired frequency.
  8. Indicate who you would like the notification email to be sent to.

    Note: Notifications sent to Yext Users will show data based on the user's access level, while notifications sent to email addresses will include all available data.
  1. (Optional) Customize the subject line and body of the email.
    1. Click Customize email content.
    2. Enter your desired content into the Subject or Body text boxes.
  2. Click Next.
  3. Enter an internal name for this notification.
  4. Click Save Notification.

Link to above documentation: https://help.yext.com/hc/en-us/articles/360000697486-Create-email-notifications 

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