Member SinceJanuary 24th, 2018
Last SeenSeptember 7th, 2018
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Support May 15th, 2018 @ 9:55 am
Hi, we still have issues with the sync procedure: the sync between the target list and mailchimp is working, but when we create a new account (or lead, contact, prospect), or we import a csv with a list, the new records aren't automatically added to the target list, though the auto-add option in the module configuration is checked. Do you have any hint? If needed i cant sent you an updated log. Thank you in advanceView Comment
Support April 18th, 2018 @ 8:58 am
now the syncronization is working fine after adding at least one option per group.
We still have a pair of issues
- it seems that the new records created in SuiteCrm are not added to the target list, but we have to do some testing about it, if confirmed I'll write to you :)
- Does the automatic add feature work also on leads inserted with the import tool using a csv file?
Thank you in advanceView Comment
Support March 22nd, 2018 @ 10:46 am
Thank you again.View Comment
Now our setup seems complete, we published in production the latest changes, and we run the syncronization: and there is a strange behavior, the groups in the target list on Mailchimp are empty, while other standard fields (mainly text) are filled correctly. Any clue? If needed I can send you our sugarcrm.log file (we enabled debug mode) where there are some references to the list values that are not synced with Mailchimp.
Support March 19th, 2018 @ 4:04 pm
after some fine tuning the syncronization is working fine using Groups feature in Mailchimp, so thank you very much for your useful advices.
But we encountered a little issue, caused by the inconsistency of our database: we have Accounts and Contacts with same email address, then after the sync in Mailchimp we have just one record for each one of them, so I'd like to ask you what is the priority given to the different beans. First we thought that beans are synced in alphabetical order (Accounts first, and then Contacts, overwriting the duplicates), but there are cases where the record kept is the Account one. Do you have any advice? Thank you again!
Support March 6th, 2018 @ 8:48 am
And another thing, about
Also, Dropdown fields should be setup to sync by their labels, not by values. Are you syncing from a dropdown type field in Sugar to a dropdown type field in MailChimp? Is the field just a text field in MailChimp? Perhaps that is causing the problem.
In MailChimp do we have to prepare the dropdown with all the available values, or they are created automatically?View Comment
Support March 6th, 2018 @ 6:18 am
Support February 27th, 2018 @ 1:59 pm
Thank you for you answer, we'll try as you suggested ASAP.
And about mysecond question:
"we cannot automaticaly add Accounts email to the list (only contacts, targets and list)"
There is any solution?View Comment
Support February 26th, 2018 @ 9:44 am
we bought the Professional Licence (but with another username that is headed to our customer) but we still have some issues:
- during step 3 of the setup, the dropdown menu shows only about 30 lists, but we have a lot more of them, so we have to rename the interested list with a "AAA - " at the beginning (not really a problem)
- we cannot automaticaly add Accounts email to the list (only contacts, targets and list)
- dropdown fields are synced by value, not by label, so in Mailchimp is difficult to handle segments. Are we missing something in the configuration?
Support February 13th, 2018 @ 2:40 pm
ok thanks, we'll add a custom field for every entity using the same name, hidden to the user, and we'll give it the name of the entity as default value.
I have another question, in the specs list for the Professional plan, you mention a Automated List Population: where do I find information about it: we need to insert every new created account into a specific target list, and maybe this feature can help. Or do you know otther solution? (I tried with SuiteCRM workflows but without success...)View Comment
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