To set up the Salesforce Marketing Cloud connector, you'll need to be logged into both your Salesforce Marketing Cloud and Taxi accounts. You'll also need your Salesforce Marketing Cloud Client ID and Secret credentials.

  1. In Salesforce Marketing Cloud, select 'Setup' from the dropdown menu beside your name in the top right corner
    On the left hand side of the setup page select 'Apps' and then select 'Installed packages'
  2. Click ‘new’ to create a new installed package
    Call it ‘Taxi for email’ 
  3. On the success page select 'Add Component'
  4. Choose API Integration from the list
  5. Select the Server-to-Server integration type
  6. Tick these boxes to give Taxi access to create emails:
    Channels: Email- Read, Write
    Documents and Images - Read, Write
    Saved Content - Read, Write
    Data Extensions - Read, Write
    Webhooks - Read, Write 
  7. Click ok, take note of your Client ID and Client Secret

In Taxi:

  1. Go to Integrations
    Select the ESP Connectors tab
  2. Click 'Add New'
    Select Salesforce Marketing Cloud from the dropdown. This will need to be enabled by Taxi. You'll need to name your connector

3. Click 'Salesforce Marketing Cloud - Content Builder' to edit the connector settings
4. Paste your API client ID and API client secret
These can be found under the component details on the Installed packages section of your Salesforce Marketing Cloud account. Salesforce Marketing Cloud Client ID and Secret
5. Click 'Add connector'
You're now ready to export mailings to Salesforce Marketing Cloud

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