by Variance InfoTech Pvt Ltd

Email Software Integration helps you to connect your SuiteCRM Leads/Contact/Subscriber List with your favorite email marketing platforms. The following marketing platforms are supported: SendGrid, Mautic, Constant Contact, Active Campaign, SendIn Blue

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Mautic Integration User Guide

Steps For Using Muatic Integration Plugin:

Step 1:

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

1.png

Step 2:

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

4link.png

Step 3:

On click of the “Email Software Integration” link, EMAIL INTEGRATION setup page will be open, as shown in the below screenshot.

3AllLinks.png

Step 4:

On click of the “API Configuration” link, Listview of the API CONFIGURATION page will be open, as shown in the below screenshot.

BlankConfig.png

Step 5:

On click of CREATE link, API CONFIGURATION page will be open as shown in the below screenshot.

3api.png

Step 6:

Enter Title, Select Email Software as Mautic, Enter Mautic Url, Mautic UserName and Mautic Password as shown in the below screenshot and click on “CONNECT TO MAUTIC” Button.

4apicongi.png

Step 7:

To Update the record, click on edit pencil icon from the Listview of the api configuration page as shown in the below screenshot.

2listconfig.png

Step 8:

To Delete the record, check the checkbox and click on DELETE button as shown in the below screenshot.

3DeleteConfig.png

Step 9:

On click of BACK button, Email Software Integration setup page will be open.

4backpng

Step 10:

On click of “Module Mapping” link from the EMAIL INTEGRATION setup page, Listview of module mapping will be open as shown in the below screenshots.

5ModuleMap.png

55modulemapping.png

Step 11:

On click of ADD NEW button, MODULE MAPPING page will be open as shown in the below screenshot.

6map.png

Step 12:

Enter Title, Select Status, Email Software, Mautic Module and SuiteCRM Module from step 1 “Select Email Software” as shown in the below screenshot and click on SYNC FIELDS button.
(Note : SYNC FIELDS button is used to save fields of Mautic Module for future synchronize processes)

7Mapp2.png

8OK.png

Step 13:

Click on NEXT button to move step 2 “Field Mapping”, click on ADD MAPPING button to add mapping between SuiteCRM Contacts Fields and SendGrid Contacts Fields, as shown in the below screenshot.

29addmap.png

Step 14:

Select SuiteCRM Contacts Fields and Mautic Contacts Fields for mapping, as shown in the below screenshot and click on SAVE button.

30save.png

Step 15:

On click of SAVE button, the Listview of MODULE MAPPING will be displayed as shown in the below screenshot.

8mappingList.png

Step 16:

To update the record click on edit pencil icon, as shown in the below screenshot

9Edit.png

Step 17:

To delete the record check the checkbox and click on DELETE button, as shown in the below screenshot.

10Delete.png

11Delete.png

Step 18:

Click on Step-3 Synchronize link from EMAIL INTEGRATION page, as shown in the below screenshot.

UpdatedSyncLinkadmn.png

Step 19:

Select Email Software as Mautic, list of mapping module and click on SYNC SUITECRM TO MAUTIC button, as shown in the below screenshot.

11sync.png

Step 20:

On click of SYNC SUITECRM TO MAUTIC button, all the Contacts from SuiteCRM are synchronized in MAUTIC account, as shown in the below screenshots.

9Cnct.png

9cnctMautic.png

10cnctMautic2.png

Step 21:

After Synchronize from SuiteCRM to Mautic, Summary Report will be generated as shown in the below screenshot.
(Note : in Summary Report number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs. )

14Cnct.png

Step 22:

After Synchronization of contacts, log is generated in EMAIL SYNC LOG module, as shown in the below screenshot.
(Note : In EMAIL SYNC LOG module failed synchronizations of contacts will also be displayed if synchronization failure occurs. )

55log.png

Step 23:

Now Go to Mautic Account and add one contact manually and click “Save & Close” button as shown in the below screenshot.

muaticNewcntc.png

13mauticCnct.png

Step 24:

Go to Step-3 Synchronize page, and click on SYNC MAUTIC TO SUITECRM button, all Contacts from Mautic Account will be synchronized to SuiteCRM as shown in the below screenshots.

14Cnct.png

Step 25:

After Synchronization Summary Report will be generated as shown in the below screenshot.

15summ.png

Step 26:

Check in SuiteCRM Contacts module, all 3 Contacts are successfully synchronized, as shown in the below screenshot.

16cncts.png

Step 27:

Also Check EMAIL SYNC LOG module, log has been stored as shown in the below screenshots.

17log.png

Step 28:

Now click on Automatic Synchronize link from EMAIL INTEGRATION, as shown in the below screenshot.

18contacts.png

Step 29:

On click of “Automatic Synchronize” link, Listview will be displayed as shown in the below screenshot. Click on ADD NEW button to add new record.

37BlankAutoLink.png

Step 30:

On click of Add New button, AUTOMATIC SYNCHRONIZE form will be open, Select Email Software, List Of Mapping Module, Switch On Sync SuiteCRM To Mautic as shown in the below screenshot. Click on SAVE button.

19Auto.png

Step 31:

To Update Automatic Synchronize record, click on edit pencil icon as shown in the below screenshot.

26AutoList.png

Step 32:

To Delete Automatic Synchronize record, select checkbox and click on DELETE button as shown in the below screenshot.

27AutoDelete.png

28AutoDelete2.png

Step 33:

Now Create new Contact in SuiteCRM as shown in the below screenshot.

29newcnctsuite.png

Step 34:

On click of save, Contact is auto synchronized in Mautic account as shown in the below screenshot. Check in Mautic Account.

30mauticcnct.png

Step 35:

Also Check EMAIL SYNC LOG, log is recorded for automatic sync of Contacts from SuiteCRM to Mautic, as shown in the below screenshot.

26insert(LOG).png

Step 36:

Open Contacts Listview in SuiteCRM, Click on edit pencil to update the record, as shown in the below screenshot.

33EditCnct.png

Step 37:

Update Last Name of the record and click on SAVE button, as shown in the below screenshot.

34EditLstname.png

Step 38:

Check Mautic contact, record is updated, as shown in the below screenshot.

35Editmautic.png

Step 39 :

Check log in EMAIL SYNC LOG Module, as shown in the below screenshot.

28logUpdate.png

Step 40:

Go to step-2 MODULE MAPPING. Add new module mapping and Enter Title, Select Status, Select Email Software, Mautic Module and SuiteCRM Module. Click on SYNC FIELDS button to save all Mautic Contact List fields for future synchronization processes.

1Mapping.png

2OK.png

Step 41:

Click on NEXT button for moving to next step, then click on ADD MAPPING button, as shown in the below screenshot.

55ADDMAPP.png

Step 42:

Add Contact List mapping and click on CONTINUE button to save contacts fields mapping, and then click on SAVE button, as shown in the below screenshot.

56SAve.png

Step 43:

To Update record, click on edit pencil icon as shown in the below screenshot.

42edit.png

Step 44:

To Delete record, check the checkbox and click on DELETE button, as shown in the below screenshot.

10Delete.png

Step 45:

Now create two target list and also select related contact to that list in SuiteCRM, as shown in the below screenshots

44newlistsuite.png

45relatedcnct1.png

46relatedcnct2.png

Step 46:

Now Go to step-3 Synchronize, Select Email Software as Mautic, List of Mapping Module and click on SYNC SUITECRM TO MAUTIC button, as shown in the below screenshot.

47synctomautic.png

Step 47:

Summary Report is generated, as shown in the below screenshot.

48summary.png

Step 48:

Check in Mautic account, two contact list has been created with related contacts, as shown in the below screenshot.

19mauticlist.png

49relatedcnct1.png

50relatedcnct2.png

Step 49:

Also check EMAIL SYNC LOG, log has been generated as shown in the below screenshots.

56log.png

Step 50:

Now Manually create a new list with related contact in Mautic account, as shown in the below screenshots.

53newlistmautic.png

54relatedcnctmautic.png

Step 51:

Now click on SYNC MAUTIC TO SUITECRM button, as shown in the below screenshot. It will generate Summary Report.

13sync2.png

14summ.png

Step 52:

Now check one new target list with related contact is created in SuiteCRM, as shown in the below screenshot.

57.png

58relatedcnct.png

Step 53:

Also check EMAIL SYNC LOG, log is generated as shown in the below screenshot.

59log1.png

Step 54:

Now Go to step-4 Automatic Synchronize and select List Of Mapping Module for contact list and save it, as shown in the below screenshots.

60auto.png

61listauto.png

Step 55 :

Now Create one new target list in SuiteCRM and click on SAVE button as shown in the below screenshot.

61newlistsuiteauto.png

62newlistmautic.png

Step 56:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots

22Log.png

Step 57:

Now Update list in SuiteCRM and save it as shown in the below screenshot.

64updateListName.png

Step 58:

Check in Mautic account, list is updated as shown in the below screenshot.

65updatemauticlist.png

Step 59:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

59log.png

Step 60:

Now go to Step-2 Module Mapping, Create new module mapping, Enter Title, Select status, Select Email Software, Select Mautic Module, Select SuiteCRM Module as shown in the below screenshot.

26Map.png

40addmapp.png

3listmapping.png

Step 61:

To Update the record, click on edit pencil icon as shown in the below screenshot.

4EDIT.png

Step 62:

Now create a new lead in SuiteCRM, as shown in the below screenshot.

5newlead.png

6listlead.png

Step 63:

Go to Step-3 Synchronize and click on SYNC SUITECRM TO MAUTIC button, as shown in the below screenshot.

7firstbtn.png

Step 64:

Summary Report is generated, as shown in the below screenshot.

8summary.png

Step 65:

Check in Mautic account, new Contact is created, as shown in the below screenshot.

9mautic.png

Step 66:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshot.

33Synclog.png

Step 67:

Now Create a new Contact in Mautic account, as shown in the below screenshots.

11newmautic.png

12newmauticlist.png

Step 68:

Now click on SYNC MAUTIC TO SUITECRM button, as shown in the below screenshot.

29sync.png

Step 69:

Summary Report is generated as shown in the below screenshot.

30summ.png

Step 70:

Check in SuiteCRM new leads are created as shown in the below screenshot.

15suiteleads.png

Step 71:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

31log.png

Step 72:

Go to step-4 Automatic Synchronize, save List Of Mapping Module, as shown in the below screenshot.

17auto.png

Step 73:

Now Create a new Lead in SuiteCRM, as shown in the below screenshots.

18lead.png

19leadlist.png

Step 74:

Now check in Mautic, new contact is created as shown in the below screenshot.

20mauitc.png

Step 75:

Also Check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

33Synclog.png

Step 76:

Now update the the lead in SuiteCRM as shown in the below screenshot.

22Update.png

23listlead.png

Step 77:

Now check in Mautic account, contact is updated, as shown in the below screenshot.

24mauticlead.png

Step 78:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

39log.png

Step 79:

Now go to Step-2 Module Mapping, Create new module mapping, Enter Title, Select Status, Select Email Software, Select Mautic Module, Select SuiteCRM Module as shown in the below screenshots and click on SYNC FIELDS button to save all assets fields from Mautic Account for future synchronization processes.

1MAPP.png

2Ok.png

Step 80:

Also add mappings for Assets module as shown in the below screenshot and click on SAVE button.

21addMapp.png

Step 81:

To Update the record, click on edit pencil icon as shown in the below screenshot.

4leads.png

Step 82:

Now Create a new Product in SuiteCRM, as shown in the below screenshot.

5product.png

Step 83:

Go to Step-3 Synchronize, click on SYNC SUITECRM TO MAUTIC button, as shown in the below screenshot.

6product.png

Step 84:

Summary Report is generated, as shown in the below screenshot.

7summary.png

Step 85:

Check in Mautic account, New Assets are created, as shown in the below screenshot.

8list.png

Step 86:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshot.

58log.png

Step 87:

Now Create a new Asset in Mautic account, as shown in the below screenshots.

10mautic.png

58list.png

Step 88:

Now click on SYNC MAUTIC TO SUITECRM button, as shown in the below screenshot.

6sync.png

Step 89:

Summary Report is generated as shown in the below screenshot.

7summ.png

Step 90:

Check in SuiteCRM new product is created as shown in the below screenshot.

14suite.png

Step 91:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

8log.png

Step 92:

Go to step-4 Automatic Synchronize and save List Of Mapping Module, as shown in the below screenshot.

9Auto.png

Step 93:

Now Create a new Product in SuiteCRM, as shown in the below screenshots.

17newProduct.png

18list.png

Step 94:

Now check in Mautic, new Asset is created as shown in the below screenshot.

19asset.png

Step 95:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

60log.png

Step 96:

Now update product in SuiteCRM as shown in the below screenshot.

21UPDATE.png

22update2.png

Step 97:

Now check in Mautic account, asset is updated, as shown in the below screenshot.

23updaetmautic.png

Step 98:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

20logUpdate.png

Step 99:

Now go to Step-2 Module Mapping, Create new module mapping, Enter Title, Select Status, Select Email Software, Select Mautic Module, Select SuiteCRM Module as shown in the below screenshots and click on SYNC FIELDS button to save all campaigns fields from Mautic account for future synchronization processes.

1MAP.png

2K.png

Step 100:

Also add mappings for Accounts module as shown in the below screenshot, and click on SAVE button.

15addmapp.png

Step 101:

To Update the record, click on edit pencil icon as shown in the below screenshot.

4update.png

Step 102:

Now create a new account in SuiteCRM, as shown in the below screenshot.

5suite.png

Step 103:

Go to Step-3 Synchronize, click on SYNC SUITECRM TO MAUTIC button, as shown in the below screenshot.

6Account.png

Step 104:

Summary Report is generated, as shown in the below screenshot.

7saveaccnt.png

Step 105:

Check in Mautic account, new Company is created, as shown in the below screenshot.

8save.png

Step 106:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshot.

6log.png

Step 107:

Now Create a new Company in Mautic account, as shown in the below screenshots.

10comp.png

11list.png

Step 108:

Now click on SYNC MAUTIC TO SUITECRM button, as shown in the below screenshot.

9sync.png

Step 109:

Summary Report is generated as shown in the below screenshot.

10summ.png

Step 110:

Check in SuiteCRM new Account is created as shown in the below screenshot.

14acnt.png

Step 111:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

11log.png

Step 112:

Go to step-4 Automatic Synchronize, save List Of Mapping Module, as shown in the below screenshot.

12Auto.png

Step 113:

Now Create a new Account in SuiteCRM, as shown in the below screenshots.

17cnct.png

18acnt.png

Step 114:

Now check in Mautic, new company is created as shown in the below screenshot.

19mautic.png

Step 115:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

13logAuto.png

Step 116:

Now update the account in SuiteCRM as shown in the below screenshot.

21updateacnt.png

22list.png

Step 117:

Now check in Mautic account, company is updated, as shown in the below screenshot.

23mautic.png

Step 118:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

14log2.png

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