by Fanatical Labs

Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

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#4357 - SugarChimp Automated sync wrongly configured

Closed General Question created by CCAM 3 years ago

Hello, We configured a target list in SugarChimp but instead of choosing to synch the target list only, we chose to synch all contacts. Is there any way we can fix that ? Do we need only to remove the actual target list and re-configure it again ? Thank you

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Happy to help. You can update the sync settings for this audience by navigating to Sync Settings within Sugar Admin. From there you can change from syncing all contacts to only syncing those on a specific Target List. However, since these records are already on the Target List, you'd have the manually remove the records you no longer wish to sync from the Target List.

    I think the simplest path is to remove the sync for this list and begin a new sync. The steps for this are below:

    1. From within SugarChimp's Health Status page, click Remove Sync for the list you no longer wish to sync (this step is important so that you can eventually delete the lists in Mailchimp and Sugar, if needed)
    2. Navigate to Sync Settings to set up your new list
    3. Add your new records to your Target List

    Please let me know if you have any questions on this process or you want to hop on a call to talk it through.

    Best, Heidi

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  • "SugarChimp is working great. We're able to sync all of our lists and subscriber fields between MailChimp and SugarCRM. SugarChimp Support also did a great job supporting us as we were setting everything up."

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