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#1386 - Field Mapping

Closed General Question created by jean-philippe 3 years ago

Hi,

I am helping one of our customer to sync Sugar 7.5 and MailChimp and we are encountering an issue.

When we sync a target list from Mailchimp to Sugar, the contacts are created but not the related account. We have chosen to map the Mailchimp "Company" field to the Sugar "account_name" field (contact entity). Could you please tell us what we have made wrong ?

Many thanks
Jean-Philippe

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hello, the integration won't work in that way. The Accounts column in the field mapping tool is if you are syncing actual Sugar Account records to MailChimp as subscribers. It is not for the related account data on Contacts.

    It will not be able to create an account if one doesn't already exist. There are too many possibilities for how different customers would want that to work. But there are a couple options:

    1) You could create a custom logic hook (requires custom code) that checks for new Contacts that are being created. If an account name is provide on the new Contact, you could check against your Accounts, see if one matches by name (or however you want the process to work), then decide if a new Account needs to be created or not.

    2) Another option would be to have a report that looks at new Contacts coming into the system. You could check these every morning or week (whatever frequency makes sense) then see if the Contacts have an account, if they don't you could manually create the Account and relate it.

    Will one of those options work? Thanks!

  2. jean-philippe member avatar

    jean-philippe

    3 years ago

    Hi.

    Thanks for your answer.

    In fact we wanted to use the sync to get back all contacts and accounts from Mailchimp to Sugar. If my understanding is correct; we will not be able to use the sync and we will have to import accounts and contacts in Sugar and then sync the target lists. The contacts will exist in Sugar and in Mailchimp so it will not create any duplicates. Am I right ?

    Many thanks
    Jean-Philippe

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      3 years ago

      You can perform a MailChimp to Sugar sync and it will add the MailChimp subscribers to Sugar. It will not create any duplicates, but if an email address in MailChimp does not exist in Sugar, it will create a new record for it. It will create a record of whatever type the "Create subscriber as" field is set to on your Sugar Target List. So if it is set to "Contact", new subscribers from MailChimp will be created as a Contact.

      To perform the MailChimp to Sugar sync, I would make sure you're upgraded to the latest SugarChimp. You can find it on the SugarOutfitters account for whoever purchased SugarChimp: https://www.sugaroutfitters.com/orders

      Here's how to perform the sync: https://www.sugaroutfitters.com/docs/SugarChimp/how-to-re-sync-a-list

      Let me know how it goes. Thanks!

  3. jean-philippe member avatar

    jean-philippe

    3 years ago

    Thanks ! You can close the case and I will move on the sync

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      3 years ago

      Great, happy to help! Let us know if anything else comes up.

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