To set up the Epsilon connector, you'll need to be logged into both your Epsilon and Taxi accounts. You'll also need your Business Unit ID, your Epsilon username and password as well as your Client ID and client secret.

  1. In Taxi, head to your Organisation Settings
    Select the ESP Connectors tab.
  2. Click 'Add New'
    Select Epsilon from the dropdown. This will need to be enabled by Taxi. You'll need to name your connector - we recommend 'Epsilon'.
  3. Click 'Epsilon' to edit the connector settings
  4. Add you Epsilon username and password
    This will let you log into Epsilon via the connector.
  5. Add your Client ID and Client Secret
    These will be given to you by your Epsilon Intake Manager.
  6. Add your Business Unit ID
    Head to the settings in your Epsilon account and select 'Business Unit Settings'. Then click on Properties, where you'll find your Business Unit ID.
  7. Click 'Add Connector'

You can now export mailings to Epsilon.

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