Email Software Integration

Steps For Using Constant Contact Integration Features in SuiteCRM 8 :

(Notes: Needs to set up SuiteCRM Cron on Server for Sync Data between SuiteCRM and Email Software Tools.

Constant Contacts Supports one module of SuiteCRM such as Target List.)

Step 1:

To open the Administration Page, Click on the Admin tab as shown in the below screenshot.

Step 2:

Open Administration page, Click on Email Software Integration from the “Other” section.

Step 3:

After clicking on the “Email Software Integration” Link from Admin, the Email Software Integration Widget Page will be open as shown in the below screenshot.

Step 4:

On click of “API Configuration” Link from Email Software Integration Widget page, API Configuration List view Page will be open as shown in the below screenshot.

Step 5:

On click of “CREATE” Link, API Configuration Edit view Page will be open as shown in the below screenshot.

Step 6:

Enter Title & Select Email Software as Constant Contact. Once selected Email Software, it’ll show the field of Enter Constant Contact API Key & Constant Contact Access Token. After entering the value, click on “CONNECT TO CONSTANT CONTACT” Button as shown in the below screenshot.

Step 7:

To Update Record, Click on the pencil icon from the Listview of API Configuration page as shown in the below Screenshot.

Step 8:

To Delete Record, Check the Checkbox and Click on the “DELETE” Button as shown in the below screenshot.

Step 9:

On click of the BACK Button, the Email Software Integration widget page will be open.

Step 10:

On click of “Module Mapping” link from the Email Software Integration Widget Page, Module Mapping List View page will be open as shown in the below screenshots.

Step 11:

On click of “CREATE” Link, Module Mapping Configuration Page will be open as shown in the below screenshot.

Step 12:

Fill up all Required Fields from step 1 “Select Email Software” as shown in the below screenshot and click on SYNC FIELDS Button.

(Notes : SYNC FIELDS Button is used to save fields of Constant Contact Module for future Synchronize Processes.

If Batch Management is enabled and condition matched records is greater than or equal to 100 then record will sync based on Batch size once click on Sync SuiteCRM to Constant Contact Button from Step 3 and other records will sync in backend using Scheduler.)

Once you click on the SYNC FIELDS Button it will display an alert message as shown in the below screenshot.

Step 13:

After that click on Next Button to move on Step 2 “Field Mapping”. Click on Add Mapping Button to Add Mapping between SuiteCRM Target List Fields and Constant Contacts Contacts List Fields then click on Next Button to apply Conditions for a particular module as shown in the below screenshot.

Step 14:

Add Conditions for a particular module and click on the SAVE Button as shown in the below screenshot.

Step 15:

Once you click on the SAVE Button, the Module Mapping Listview page will be shown as below screenshot.

Step 16:

To Update Record, Click on the pencil icon from the Listview of Module Mapping Listview page as shown in the below Screenshot.

Step 17:

To Delete Record, Check the Checkbox and Click on the “DELETE” Button as shown in the below screenshot.

After clicking on the “Delete” Button, It will show an alert for Confirmation. Click “OK” Button to Delete Record from Module Mapping Configuration Listview.

Step 18:

Now Create Target List, also select related Contacts/Leads based on Module Mapping Configuration to that list in SuiteCRM as shown in the below screenshots.

Step 19:

On click of “Synchronize” link from the Email Software Integration Widget Page, Synchronize Edit View page will be open as shown in the below screenshots.

Step 20:

Select Email Software as Constant Contact and List of Mapping modules. After that click on SYNC SUITECRM TO Constant Contact Button as shown in the below screenshot.

Step 21:

Once you click on the SYNC SUITECRM TO CONSTANT CONTACT Button, all the matched records of Target List as per conditions from SuiteCRM are synchronized in the Constant Contact account and it’ll Generate Summary Reports as shown in the below screenshot.

(Notes : In Summary Report number(count) of failed synchronizations of Target List will also be displayed if synchronization failure occurs.)

Step 22:

Check in the Constant Contact account two Contact List has been created with related Contacts/Leads as shown in the below screenshot.

Step 23:

After Synchronization of Contact List, log is generated in the Email Software Integration Sync Log module as shown in the below screenshot.

(Notes : In EMAIL SYNC LOG module number(count) of failed synchronizations of contact List will also be displayed if synchronization failure occurs.)

Step 24:

Now manually create a new List with related Contact in Constant Contact account as shown in the below screenshots.

Step 25:

Go to Step 3 Synchronize page and click on SYNC CONSTANT CONTACT TO SUITECRM Button and it’ll Generate Summary Reports as shown in the below screenshot.

Step 26:

Now check, new Target Lists with related Contacts/Leads are created in SuiteCRM as shown in the below screenshot.

Step 27:

After Synchronization of Contacts List, log is generated in the Email Software Integration Sync Log module as shown in the below screenshot.

Step 28:

On click of “Automatic Synchronize” link from the Email Software Integration Widget Page, Automatic Synchronize List View page will be open as shown in the below screenshots.

Step 29:

Once you click on the CREATE Automatic Synchronize Edit view page will be open. Select List of Mapping Modules for Contact List, enable Sync SuiteCRM to Constant Contact and click on Save Button. List view Page will display as shown in the below screenshot.

(Notes : If Sync SuiteCRM to Constant Contact is enabled then you can also do synchronization by clicking on save Button as well as using Mass Update.)

Step 30:

To Update Automatic Synchronize Record, Click on the pencil icon from the Listview of Automatic Synchronize Configuration page as shown in the below Screenshot.

Step 31:

To Delete Automatic Synchronize Record, Check the Checkbox and Click on the “DELETE” Button as shown in the below screenshot.

After clicking on the “Delete” Button, It will show an alert for Confirmation. Click “OK” Button to Delete Record from Automatic Synchronize Configuration Listview.

Step 32:

Now Create a new Target List in SuiteCRM based on Condition as shown in the below screenshot.

Step 33:

On click of Save, Target List is auto synchronized in Constant Contact Account as shown in the below screenshot. Check in the Constant Contact account.

Step 34:

Also check in Email Software Integration Log Module, log is recorded for Automatic sync of Contacts List from SuiteCRM to Constant Contact as shown in the below screenshot.

Step 35:

Open Target List list view in SuiteCRM and click on Edit Button to update the record as shown in the below screenshot.

Step 36:

Update List Name of the record and click on the SAVE Button as shown in the below screenshot.

Step 37:

Check in Constant Contact, Contacts List record is updated as shown in the below screenshot.

Step 38:

Also check in Email Software Integration Log Module, log is recorded for Automatic sync of Contacts List from SuiteCRM to Constant Contact as shown in the below screenshot.

Step 39:

You can also Automatic Sync Records using Mass Update if Automatic Sync is enabled for Sync SuiteCRM to Constant Contact as shown in the below screenshot.

After Selecting records, Once you click on Mass Update from Bulk Action mass update form will be open and Click on the Update Button from the mass update form and it’ll display an alert popup as shown in the below screenshot.

Step 40:

Check in Constant Contact, Contact List matched record(as per conditions) is updated as shown in the below screenshot.

Step 41:

Also check in Email Software Integration Log Module, log is recorded for Automatic sync of Contacts List from SuiteCRM to Constant Contact as shown in the below screenshot.

Step 42:

If Sync SuiteCRM to Constant Contact is Enabled and you click on other sliders like Sync Constant Contact To SuiteCRM then it’ll show an alert message because at a time only one slider is enabled out of these two sliders as shown in the below screenshot.

Once you click on “Ok” Button from Alert Box then the previously enabled slider is disabled and the current slider will be enabled as shown in the below screenshot.

If you click on “Cancel” Button from Alert Box then no changes are applied for the current clickable slider as shown in the below screenshot.

Step 43:

Enable Switch Slider of Sync Constant Contact To SuiteCRM and click on the Save Button as shown in the below screenshot.

(Notes : If Sync Constant Contact To SuiteCRM is enabled then All Constant Contact Contacts List records will sync in SuiteCRM using Scheduler.)