Most direct mail tools assume you'll plumb a complex integration to your CRM, your billing system, and your ad platform before you can ship a postcard. PostKnock takes a different approach: CSV in, CSV out. The systems your business already uses can produce CSV files in two clicks. PostKnock can ingest them in another two. This guide is the honest answer to "what does PostKnock integrate with today?" and "what's coming next?"
CSV Import Works with Any System
Practice management systems, CRMs, ESPs, accounting tools — if it can produce a list of customer names with mailing addresses, it can feed PostKnock. Every tool we've encountered (Dentrix, OpenDental, ServiceTitan, Housecall Pro, ChiroTouch, AVImark, Cornerstone, Mindbody, HubSpot, Salesforce, Zoho, Constant Contact, Mailchimp) can export to CSV in two or three clicks.
When you drag the CSV into PostKnock's import zone, the wizard auto-maps standard column headers, validates every address against USPS, and dedupes against contacts already in your account. You get a complete view of which contacts are mailable, which need address fixes, and which are duplicates — all before any campaign ships.
For step-by-step PMS export instructions and the exact column format PostKnock expects, see How to Import Contacts from a CSV File.
CSV Export of Campaign Results
Once a campaign is running, you can export the data in the same way you brought it in. Each campaign has an "Export results" button that generates a CSV with one row per contact and columns for everything PostKnock knows about that recipient.
The default export columns include:
- Contact info — first/last name, address, phone, email.
- Mailing status — for each wave, whether the postcard was queued, printed, in transit, delivered, or returned.
- QR scan data — how many times the recipient scanned, first scan timestamp, device.
- Call outcomes — for each wave's follow-up call, the recorded outcome (booked, voicemail, not interested, etc.).
- Response status — whether the contact has been marked as responded, and on which wave.
The CSV is generated on demand and downloaded directly — no email link, no waiting on a queue. For larger campaigns (more than 50,000 contacts) we'll process the export asynchronously and notify you when it's ready.
Use Cases for Exporting Data
- Reconciling responders with your PMS. Pull responders out of PostKnock and update their status in Dentrix or ServiceTitan so your team knows who came back because of the campaign.
- Building a "do not mail" list. Export the "not interested" outcomes and use them to filter future imports.
- ROI reporting. Hand the export to your accountant or owner to calculate revenue per dollar spent.
- Re-importing into an email tool. Pull the responders into a follow-up email sequence in your CRM or ESP.
QR Scan Data Export
In addition to the campaign-level export, you can pull a QR scan log directly. The scan log is one row per scan event with the recipient ID, campaign, wave, timestamp, and device type. This is useful if you want to do your own analysis — for example, plotting scan rate against day of week to find the optimal mail drop date.
For more on what QR data looks like and how it's collected, see QR Code Tracking.
Direct API Integrations: On the Roadmap
Honest answer: PostKnock does not yet have direct, "click-to-connect" integrations with any practice management system or CRM. We're a young product, and getting the core direct-mail experience right has been our focus. Building stable bidirectional integrations with two-dozen PMSes is a multi-year effort that we'll undertake once the basics are rock solid.
The realistic roadmap, in priority order:
- Public REST API. So technically-inclined customers can push contacts and pull campaign results programmatically. This is the foundation for everything that comes after.
- Zapier integration. Once the API is public, Zapier becomes a natural way to connect PostKnock to thousands of third-party tools without us having to build each one separately.
- Native PMS integrations. Starting with the most-requested systems — Dentrix, OpenDental, and ServiceTitan are at the top of the list.
If you have a specific integration request, send it to support@postknock.com and we'll add your vote. Customer demand is the single biggest input into prioritization.
Webhooks: Not Yet Available
PostKnock does not currently expose outbound webhooks. We know they're high on the wish list for customers who want real-time event delivery into their own systems (e.g., "fire when a contact scans" or "fire when a wave is delivered"). Webhooks are part of the same Public API milestone above.
In the meantime, the export pattern works for most use cases — pull the campaign results CSV daily or weekly, depending on how fresh the data needs to be.
Data Privacy and Ownership
Your contacts and campaign data are yours. You can export your full data set at any time, and you can request deletion when you cancel. We don't share contact data with third parties for advertising, and we don't use your customer data to train models. Full details are in our privacy policy.
A Note on Spreadsheets
Don't underestimate how much you can do with a regular spreadsheet plus PostKnock's CSV imports/exports. Most of our customers run their entire direct-mail program out of a single weekly export-import workflow:
- Monday morning: export the latest customer list from your PMS to CSV.
- Drop it into PostKnock; the importer dedupes against existing contacts.
- Launch (or update) the recall campaign with the freshly added contacts.
- End of week: export campaign results back into a sheet for your owner's report.
This workflow takes 15–20 minutes a week and beats most "fully integrated" setups in terms of operator clarity. For an end-to-end view of what running this on PostKnock looks like, see Getting Started with PostKnock.
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