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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SendInBlue Integration User Guide

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, list view of the API CONFIGURATION page will be open, as shown in the below screenshot.

4BlankConfig.png

Step 5:

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

5config.png

Step 6:

Enter Title, select Email Software as SendInBlue, SendInBlue API Key as shown in the below screenshot and click on “CONNECT TO SENDINBLUE” Button.

1config.png

Step 7:

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

2Edit.png

Step 8:

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

3Delete.png

Step 9:

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

4Bck.png

Step 10:

On click of “Module Mapping” link from the EMAIL INTEGRATION setup page, list view 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 also select SendInBlue 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 save fields of sendgrid module for future synchronize processes)

12map.png

13Ok.png

Step 13:

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

52AddMapping.png

Step 14:

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

53Save.png

Step 15:

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

5list.png

Step 16:

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

6edit.png

Step 17:

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

7Dele.png

8ok2.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 SendInBlue and list of mapping module and click on SYNC SUITECRM TO SENDINBLUE button, as shown in the below screenshot.

25Sync.png

Step 20:

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

10cnct.png

12SIB.png

Step 21:

After Synchronize from SuiteCRM to SendInBlue, 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. )

11Sync.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 number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs. )

33Log.png

Step 23:

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

14newcnct.png

Step 24:

Go to Step-3 Synchronize page, and click on SYNC SENDINBLUE TO SUITECRM button, all contacts from sendinblue account will be synchronized to SuiteCRM as shown in the below screenshots.

30Sync.png

Step 25:

After Synchronization summary report will be generated as shown in the below screenshot.

35summ.png

Step 26:

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

37cnctsSuite.png

Step 27:

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

39Log.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, list view 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 SENDINBLUE as shown in the below screenshot. Click on SAVE button.

44Save.png

Step 31:

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

20list.png

Step 32:

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

21Del.png

22OK.png

Step 34:

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

23SAVE.png

Step 35:

On click of save, contact is auto synchronized in mautic account as shown in the below screenshot. Check in mautic account.

24Cnct.png

Step 36:

Also check EMAIL SYNC LOG, log is recorded for automatic sync of contacts from SuiteCRM to SENDGRID, as shown in the below screenshot.

49AutoLog.png

Step 37:

Open Contacts list view in SuiteCRM, click on edit pencil to update the record, as shown in the below screenshot.

26sync.png

Step 38:

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

27update.png

Step 39:

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

28updated.png

Step 40:

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

29log.png

Step 41:

Go to step-2 MODULE MAPPING, add new module mapping, Enter Title, Select Status, Select Email Software, Mautic Module and SuiteCRM Module.

01Mapp.png

17addmap.png

Step 42:

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

3Edit.png

Step 43:

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

4del.png

5del2.png

Step 44:

Now create new lead, also select related contact to that list in SuiteCRM, as shown in the below screenshots.

6leads.png

Step 45:

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

7sync.png

Step 46:

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

8Syncsumm.png

Step 47:

Check in SendInBlue account, two contacts has been created, as shown in the below screenshot.

9sync.png

Step 48:

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

10log.png

Step 49:

Now, manually create a new contact in SendInBlue account, as shown in the below screenshots.

11AddCnct.png

Step 50:

Now click on SYNC SENDINBLUE TO SUITECRM button, as shown in the below screenshot. It will generate summary report.

9sync2.png

10summ.png

14leads.png

Step 51:

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

12log.png

Step 52:

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

14Auto.png

17auto2.png

Step 53:

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

18leads.png

20autolead.png

Step 54:

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

15cnct.png

Step 55:

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

21update.png

Step 56:

Check in SendInBlue account, contact is updated as shown in the below screenshot.

22Updated.png

Step 57:

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

16log.png

Step 58:

Go to step-2 MODULE MAPPING, add new module mapping, 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.

1syncFields.png

3ok.png

Step 59:

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

26addmapp .png

Step 60:

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.

27savemapp.png

Step 61:

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

5EDIT.png

Step 62:

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

6Del.png

7del2.png

Step 63:

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

8suite.png

9list.png

10relatedcnct.png

Step 64:

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

11SYNC.png

Step 65:

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

12summary.png

Step 66:

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

13listSIB.png

14related.png

Step 67:

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

12Log.png

Step 68:

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

16AddNewList.png

17relatedcnct.png

18LIST.png

Step 69:

Now click on SYNC SENDINBLUE TO SUITECRM button, as shown in the below screenshot. It will generate summary report.

19sync2.png

20summ.png

Step 70:

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

21updated.png

22related.png

Step 71:

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

18LOGG.png

Step 72:

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.

19Save.png

25listauto.png

Step 73:

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

26LIST.png

27ListSIB.png

Step 74:

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

25Log.png

Step 75:

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

29ListUpdate.png

Step 76:

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

30updatedList.png

Step 77:

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

31Updated.png

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