Mautic Integration

Steps For Using Mautic Integration Features :

(Notes : Needs to set up SuiteCRM Cron on Server for Sync Data between SuiteCRM and Mautic Integration.)

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 Mautic Integration from the “Other” section.

Step 3:

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

Step 4:

On click of “API Configuration” Link from Mautic Integration Widget Page, API Configuration Edit view Page will be open as shown in the below screenshot. (Notes : If API details are not configured then it’ll open the add/Edit view API Configuration page.)

Mautic Credentials :

Mautic URL : Mautic URL
Mautic User Name : Mautic Username
Mautic Password : Mautic Password

Step 5:

Enter Mautic URL, Mautic UserName and Mautic Password. After entering the value, click on “CONNECT TO MAUTIC” Button as shown in the below screenshot.

Step 6:

To Update Record, Click on the “API Configuration” from the Mautic Integration Widget Page as shown in the below Screenshot.

Step 7:

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

Step 8:

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

If API details are not configured then the Module Mapping Listview page will display a message as shown in the below screenshot.

If API details are configured then the Module Mapping Listview page will be open as shown in the below screenshot.

Step 9:

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

Select Module :

Title : Title of Module Mapping
Status : Module Mapping Status(Active/Inactive)
Mautic Module : List of Mautic Modules(Contacts, Segments, Assets & Companies)
SuiteCRM Module : List of SuiteCRM Modules(Contacts, Leads, Target List, Products & Accounts)
Batch Management : Batch Management Status(Active/Inactive)
Number of Records : Predefined Module Records 100
Batch Size : Batch Size for Sync records

Step 10:

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

(Notes : SYNC FIELDS Button is used to save fields of Mautic Modules 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 Mautic Button from Step 3 and other records will sync in background using Scheduler.)

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

Step 11:

After filling up the remaining fields from Step 1(Select Module) click on “Next” Button to move on Step 2 “Field Mapping” as shown in the below screenshot.

Step 12:

After that click on Next Button to move on Step 2 “Field Mapping”. Click on Add Mapping Button to Add Mapping between SuiteCRM Contacts Fields and Mautic Contacts Fields as shown in the below screenshot.

Step 13:

Select SuiteCRM Contacts Fields and Mautic Contacts Fields for mapping and click on “Next” Button to apply Conditions for a particular module as shown in the below screenshot.

Step 14:

After clicking on the “Next” Button from the Module Mapping Configuration Page Apply Conditions page will be open.

Apply Condition :

Step 15:

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

Step 16:

To Update Record, Click on the pencil icon and it will open the autofill up configuration page as shown in the below Screenshot.

Step 17:

To Delete Record, click on Bulk Action Button and Select Delete Option 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:

To Inactive Record, click on Bulk Action Button and Select Inactive Option as shown in the below screenshot.

Step 19:

To Active Record, click on Bulk Action Button and Select Inactive Option as shown in the below screenshot.

Step 20:

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

Synchronize :

List of Module Mapping : List of All Active Module Mapping Configuration

Step 21:

Select List of Module Mapping and click on SYNC SUITECRM TO MAUTIC Button as shown in the below screenshot.

Step 22:

Once you click on the SYNC SUITECRM TO MAUTIC Button, all the matched Contacts as per conditions from SuiteCRM are synchronized in the Mautic account as shown in the below screenshots.

Step 23:

After Synchronizing from SuiteCRM to Mautic, Summary Report will be generated as shown in the below screenshot.

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

Step 24:

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

(Notes : In Mautic Integration SYNC LOG module number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs.)

Step 25:

Now Go to Mautic Account and add one Contact Manually and click the “Save & Close” Button as shown in the below screenshot.

Step 26:

Go to Step-3 Synchronize page and click on SYNC MAUTIC TO SUITECRM Button. All contacts from the Mautic account will be synchronized to SuiteCRM as shown in the below screenshots.

Step 27:

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

Step 28:

After Completing Synchronization, Check in SuiteCRM Contacts Module. All Contacts are successfully synchronized from Mautic to SuiteCRM as shown in the below screenshot.

Step 29:

After Synchronization of Contacts from Mautic To SuiteCRM, log is generated in the Mautic Integration Sync Log module as shown in the below screenshot.

Step 30:

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

Automatic Synchronize :

List of Module Mapping : List of All Active Module Mapping Configuration
Sync SuiteCRM To Mautic : Automatic Sync from SuiteCRM to Mautic using click on save or Mass Update(Active/Inactive)
Sync Mautic To SuiteCRM : Automatic Sync from Mautic to SuiteCRM using Scheduler (Active/Inactive)
Sync Mautic To SuiteCRM : Automatic Sync from Mautic to SuiteCRM using Webhook(Active/Inactive)

Step 31:

Select List Of Module Mapping, Switch on Sync SuiteCRM To Mautic and click on the Save Button as shown in the below screenshot.

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

Step 32:

Once you click on the “Save” Button, the Mautic Integration widget page will be displayed as shown in the below screenshot.

Step 33:

To Update Record, Click on the “Automatic Synchronize” from the Mautic Integration Widget Page as shown in the below Screenshot.

Step 34:

Now Create new Contacts in SuiteCRM based on the Condition set in the Configuration page as shown in the below screenshot.

Step 35:

On click of Save Contacts Record is auto synchronized in Mautic Account as shown in the below screenshot. Check in the Mautic Account.

Step 36:

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

Step 37:

Open Contacts list view in SuiteCRM and Click on edit pencil icon to update the record as shown in the below screenshot.

Step 38:

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

Step 39:

Once you click on “Save” Button, records are updated in CRM and as well as in Mautic So Check in Mautic, Contact record is updated as shown in the below screenshot.

Step 40:

Check log for updated record in Mautic Integration Sync Log module as shown in the below screenshot.

Step 41:

If Sync SuiteCRM to Mautic is enabled for Contacts Module then you can also Synchronize Records using Mass Update. Select record(s) from Contacts Listview and click on Mass Update from Bulk Action as shown in the below screenshot.

(Notes : When records are imported from CSV at that time Automatic Sync records using Mass Update is most preferable)

Step 42:

Once you click on the Mass Update from Bulk Action, the Mass Update form will be open and Click on the Update Button as shown in the below screenshot.

Once you click on the Update Button it’ll display an Alert Box. Click on “Ok” Button from Alert Box and it’ll Auto Synchronize all Condition Matched record(s) in Mautic Account as shown in the below screenshot.

Step 43:

Check in Mautic Account Condition Matched record(s) is added/updated as shown in the below screenshot.

Step 44:

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

Step 45:

If Sync SuiteCRM to Mautic is Enabled and you click on other two sliders like Sync Mautic To SuiteCRM or Sync Mautic To SuiteCRM(Webhook) then it’ll show alert message because at a time only one slider is enabled out of these three slider 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 46:

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

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

Step 47:

Enable Switch Slider of Sync Mautic To SuiteCRM(Webhook) and click on the Save Button as shown in the below screenshot.

(Notes : If Sync Mautic To SuiteCRM(Webhook) is enabled and setup Webhook in Mautic for Contact/Company added, Contact/Company updated & Contact/Company Deleted then All Mautic Contacts/Companies records will sync in SuiteCRM Contacts/Accounts while create or update records in Mautic using Webhook.)

Step 48:

Go to Step-2 Module Mapping, add new Module Mapping for Target List, fill up all required fields and Click on SYNC FIELDS Button to Save all Mautic Segments fields for future synchronization processes.

(Notes : 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 Mautic 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 49:

After filling up the remaining fields from Step 1(Select Module), click on “Next” Button to move on Step 2 “Field Mapping” as shown in the below screenshot.

Step 50:

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 Mautic Segments Fields as shown in the below screenshot.

Step 51:

Once you Click on Continue Button to Add Mapping between SuiteCRM Contacts/Leads Fields and Mautic Contacts Fields, it’ll display an alert as shown in the below screenshot.

Step 52:

Select SuiteCRM Target List Fields & Mautic Segments Fields and SuiteCRM Contacts/Leads Fields & Mautic Contacts Fields for mapping and click on “Next” Button to apply Conditions for a particular module as shown in the below screenshot.

Step 53:

Add Conditions for a particular module and click on SAVE Button. It will display the Module Mapping Listview page as shown in the below screenshot.

Step 54:

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

Step 55:

To Delete Record, click on Bulk Action Button and Select Delete Option 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 56:

To Active/Inactive Record, click on Bulk Action Button and Select Inactive Option as shown in the below screenshot.

Step 57:

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

Step 58:

Now Go to Step-3 Synchronize, Select List of segment Module Mapping and click on SYNC SUITECRM TO MAUTIC Button as shown in the below screenshot.

Step 59:

Once you click on the SYNC SUITECRM TO MAUTIC Button, all the matched records of Target List as per conditions from SuiteCRM are synchronized in the Mautic 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 60:

Check in the Mautic Account, two Segments have been created with related Contacts/Leads as shown in the below screenshot.

Step 61:

After Synchronization of Target Lists, log is generated in the Mautic Integration Sync Log module as shown in the below screenshot.

(Notes : In Mautic Integration SYNC LOG module number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs.)

Step 62:

Now manually create a new Segment with related Contact in Mautic Account as shown in the below screenshots.

Step 63:

From Step-3 Synchronize page, Click on SYNC MAUTIC TO SUITECRM Button. All Segments and its related contacts from the Mautic account will be synchronized to SuiteCRM as shown in the below screenshots.

Step 64:

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

Step 65:

After Completing Synchronization, Check in SuiteCRM Target List Module. All Segments and its related Contacts are successfully synchronized from Mautic to SuiteCRM as shown in the below screenshot.

Step 66:

After Synchronization of Segments from Mautic To SuiteCRM, log is generated in the Mautic Integration Sync Log module as shown in the below screenshot.

Step 67:

Now Go to Step-4 “Automatic Synchronize” and Select List Of Module Mapping, Switch on Sync SuiteCRM To Mautic and click on the Save Button as shown in the below screenshot.

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

Step 68:

Now Create a new Target List in SuiteCRM based on the Condition set in the Configuration page and click on the SAVE Button as shown in the below screenshot.

Step 69:

On click of Save, Target List Record is auto synchronized in Mautic Account as shown in the below screenshot. Check in the Mautic Account.

Step 70:

Also check in Mautic Integration Log Module, log is recorded for Automatic sync of Target List from SuiteCRM to Mautic as shown in the below screenshot.

Step 71:

Open Target Lists list view in SuiteCRM and Click on edit pencil icon to update the record as shown in the below screenshot.

Step 72:

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

Step 73:

Once you click on “Save” Button, records are updated in CRM and as well as in Mautic So Check in Mautic, Segments record is updated as shown in the below screenshot.

Step 74:

Check log for updated record in Mautic Integration Sync Log module as shown in the below screenshot.

Step 75:

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

(Notes : If Sync Mautic To SuiteCRM is enabled then All Mautic Segments records will sync in SuiteCRM using Scheduler.)