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.
#3636 - Module configuration options
Hello,
One of our clients is encountering an issue with the module. This is not due speciffically to the module, but is linked more to the way the client identifies contacts in Sugar. In this case, contact emails are not unique, and more than one contact can share an email adress. They have installed SugarChimp and after the first sync have realised that they have multiple contacts with the same first and last name. After checking the documentation, this is the standard of SugarChimp that updates the first and last name when syncing. Seeing that this poses a problem for our client, we have found some information about configuration options that can be deployed so that the first and last name are not updated by SugarChimp. This is the SQL query we passed to deploy the configuration : UPDATE config SET value=0 WHERE category='sugarchimp' AND name='webhook_profile_enabled'.
The client has confirmed that the contacts are no longer updated, which is good, however the "clics" are not registered either. As the email adress is the identifier for SugarChimp I "assume" that the connector is not capable to identify the correct contact to update.
The question is, is there a configuration, or is there a posibility that the "clics" are updated, but the first and last name are not when syncing?
Kind regards, Synolia Support
-
"Does a great job of syncing all of our registrant information. They go the extra mile with one-on-one support!"
Read More Reviews
- Most Recent Love from Users
melissa- Westcoat
- Mark Westerhoff
- danielolivas
- kgm
- Evolution Marketing
6 years ago
Hello there,
I'm happy to help out. Firstly, can we ensure that the client is on the latest version of SugarChimp (7.11.x)? Also, are they on the Professional/Ultimate version of the integration?
In regards to updating first/last names, we should have checks in place that only update data in Sugar from MailChimp whenever a record is unique on the Target List. If there are multiple records found with an email address in Sugar, then we should not be overwriting their data. This is something that has been updated in the last few versions, so it could be related to an issue in older versions? If you do not need any updates on data from MailChimp, we can remove all profile data syncing from MailChimp back to Sugar using this:
UPDATE config SET value=0 WHERE category='sugarchimp' AND name='subscriber_sync_enabled';
That will ensure no fields are updated but will still allow all unsubscribe data, opens, and clicks to be synced across. Regarding opens and clicks, they should be added to all matching records with a certain email address. There is no way to change this functionality at this time. However, it is an unrelated issue that the clicks are not syncing across to Sugar, as that data is not brought through a webhook. We should be adding that data separately. We will probably need to explore this issue in more depth. Can you explain in more detail how Clicks are not showing up on records in Sugar?
Thanks, Jon
6 years ago
Hello Jon,
The client has a Sugar PRO 7.9.0.0 and has installed the version 7.9.1b of the SugarChimp module. They have a Professional version of the integration. Are the latest versions of the module (7.11.X) compatible with the version of Sugar of the client? If so, how can i update the module, install the new package over the older one?
I think the issue here is the version gap, so, i propose we get the client on the latest compatible version before getting into any details about clic sync.
Kind regards, Synolia Support
6 years ago
Hello again,
Yes, the version 7.11.X will be compatible with Sugar 7.9.0.0. You can install it over the older package without any issues. Let me know if you do not have direct access to the latest packages. You should be able to get them from yours or your client's Purchases page here on SugarOutfitters.
Let me know if that helps resolve your issues.
Kind Regards, Jon
6 years ago
Hello Synolia Support,
Can you give us a quick update on your client's situation? Is everything resolved after updating to the newest version of SugarChimp?
Let me know if I can help with anything else.
Thanks! Jon
6 years ago
Hello Jon,
The tests were on stand by until this week. I will let you know when we get more info on the situation...
Thanks, Synolia Support
6 years ago
Hello Jon,
The client would like, if possible, to update the data (click, subscription) on all contacts with an email address rather than none ( as I think it is the case now). Is this possible with the current version of the plugin?
Kind regards, Synolia Support
6 years ago
Hello,
The integration should by default add click, opens, and send activities to all records that match an email address and are on the synced Target List. The part that can be tricky to configure is 'who gets added to the Target List if there are not any currently on it.'
If no records match the email address on the Target List, then the integration has a configuration option to decide what to do. The default action is to add everyone who matches the Sync Settings (any automated adding of records to the Target List). If there are no special sync settings for this list, then it should add all matching records to the Target List.
You can read up on the different configuration options here: https://www.sugaroutfitters.com/docs/SugarChimp/advanced-configuration-settings under the section for webhook_add_to_list
If you have any questions on what their current configuration settings are, or would like to go over this together, we can schedule a call to look into it more here: https://calendly.com/fanaticallabs/sugarchimp-support
Let me know if I can help with anything else.
Kind Regards, Jon