SugarChimp

Hello Michele, I'm happy to get you setup here. Our default functionality does not include Account syncing, but it can be turned on. However, in order to automate that syncing process you will need to be on the Ultimate edition. This will allow you to have Accounts that only match certain criteria added to the Target List and pushed to MailChimp automatically.

Looking at your license ping information, I'm not sure that the Sugar scheduler is working correctly. Since we also need to enable Account syncing, I believe it would be best to get on a call to make sure things are working correctly and you're getting what you need. Unfortunately, we are at SugarCon this week and are unavailable to take calls.

You will need to get on the latest version of SugarChimp for Sugar 7 in order to get Account syncing (7.9.2). It can be downloaded from your Purchases Page. From there, can you schedule a call with us for first thing next week so that we can make sure that we get your filtered Account syncing running without any more issues. Here is the link to schedule a call: https://calendly.com/fanaticallabs/sugarchimp-support

Let me know if you have any issues installing the latest package or scheduling our call.

Best Regards, Jon

Hello Michele,

Yes, you can stay on Professional to do the sync manually instead of automated. To update the Target List, you will just need to create a Sugar report for Accounts with an Open or In Progress status. After the report is saved, go to the Target List, Accounts subpanel, click the arrow dropdown option, and choose 'Select from Report'. Choose your new report and those Accounts should get added to the Target List.

We will still need to enable Account module syncing on our call in order to get this working. Let me know if you have any more questions.

Thanks, Jon

Hello Michele,

I apologize for the delayed response here, as we were out at the SugarCRM conference. The Cross Site Forgery tends to happen when metadata gets out of sync from the rest of SugarCRM. It happens occasionally in Studio and here as Module Loader. It's a scary looking pop-up, so I understand your concern for sure.

Did the pop-up happen during the upload or the installation process? Can you try to upload and install the package again and let me know what you get. Also, were you able to schedule a time for us to look at the the integration: https://calendly.com/fanaticallabs/sugarchimp-support

We'll get you fixed up, Michele. Sorry for the confusion.

Best Regards, Jon

Hello Michele,

It is strange and seems sporadic when it happens for the user. I wish Sugar had a better way of saying "Something is weird, try refreshing the page." Again, we've seen that many times, including when you're changing fields in Studio, not related to loading modules. I'll look for your meeting and get the credentials over to you shortly.

Best Regards, Jon

Hello Michele,

I apologize for the delay here, our scheduling system is acting up. I've just started a meeting up and will email this information directly as well.

https://global.gotomeeting.com/join/238103389

You can also dial in using your phone. United States: +1 (224) 501-3216

Access Code: 238-103-389

More phone numbers Australia: +61 2 8355 1050 France: +33 170 950 594 New Zealand: +64 9 280 6302 United Kingdom: +44 20 3713 5028

Thanks, Jon

Hello Michele,

I just wanted to follow up on this case. How is everything looking?

Thanks, Jon

Hello Michele,

I'm going to close this case out as I did not hear back. If you have any more issues with SugarChimp don't hesitate to reach back out or start a new case.

Cheers! Jon