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#837 - Sync questions
We have installed SugarChimp on a Sugar 7.2 system. Our Mail Chimp lists are already pre-populated with data that we have imported many times from lists generated from sugar exports.
When we try to sync to a new list, all seems ok . However, we would like to sync to an existing list and merge all the contacts and keep the unsubscribe lists in place.
When we tried to sync to the existing list, the resulting merge left the Sugar data seriously corrupted. attributes that had not be selected were now selected and vice versa. We restored our sugar data to a previous level, and how have these questions
1) is there a way to sync so that Sugar is the data of record and it will over write any existing Mail Chimp records with the Sugar information?
2) am I correct in assuming that the key record for reconciling contacts between MC and Sugar is the email address? We noticed a user with 2 records in MC created a new contact in Sugar when we synced that list. It did NOT merge the contact with the same name.. (this is what I expected, I'm just making sure I'm not missing anything)
3) Assuming the answer to 1 is no, do you know if there is a way to move the unsubscribed lists from one list to another in Mail Chimp. If so, I can simply create a new list in MC with the attributes we need to sync, and move our Sugar contacts to that list via SugarChimp.
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Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manag...