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#759 - Using Custom or Accounts fields in a People List

Closed General Question created by aaf 4 years ago

Hello,
I have created several custom fields on the Accounts record.
I have created a People based Target List as I am communicating with the People.
I wish to populate merge tags in mailchimp with data from the Accounts fields (custom and default fields) but these fields do not appear in the dropdown in Field Mappings in Sugarchimp config.
Is there a way to achieve this?
Hope thats clear, thanks for your help.

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    4 years ago

    That's a good question, and it is possible without code in the Pro and above versions!

    The way people accomplish this is by using calculated fields. If you go to Studio and create a custom field on your People/Contact/Target/Lead module, make it a text field and check the "calculated field" box. You can then edit the formula and click the "Related Field" box to select which related module (Account) and field you want to populate the new field with. Once you do this, you can map the new field in the SugarChimp field mapper. If you edit a person, the new data will be pushed to MailChimp.

    One thing to note, when you add a custom calculated field, you must edit and save each person record for the updated values to be populated. You can accomplish this by use a mass update or by running a script to edit/save each record.

    Here's a screenshot of what I'm talking about in Studio: https://www.dropbox.com/s/59eeg40juqcacmv/Screenshot%202014-09-03%2021.13.20.png?dl=0

    • aaf member avatar

      aaf

      4 years ago

      Brilliant, works well, thank you!

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      Good to hear! Closing the case. Let us know if you need anything else.

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