If we do build something that would work for your purposes in the future, I'll loop back here and let you know. Thanks for taking a look at Glances and if you need us in the meantime, we're here!
Happy to help, Dwayne! Thanks for considering Glances and we appreciate your thoughts on the SuiteCRM and QuickBooks work we've done!
Glances has a feature we call Actions, which allows you to complete tasks across apps. You can see more about this feature here: https://glances.com/actions. It's worth noting that this Actions feature isn't an automated integration. Instead, it's an extension of your workflow so you can manually take action when needed. If you need something to monitor QuickBooks for PAID statuses and trigger a workflow on its own, Glances won't be the right fit.
If, however, you need to manually complete something when you see a PAID status, Glances might be able to work. For example, if you're reviewing paid invoices in QuickBooks and want to quickly create a case or a task within Suite without navigating away, that's something Glances could accommodate.
If that's the kind of solution you're looking for, feel free to schedule a quick chat here: https://calendly.com/glances/glances-consultation. We'll use this time to show you a little about Glances and learn more about the workflow you're looking to accomplish.
Happy to help. We would expect that when a record is marked as opted out in Suite that would sync to Mailchimp and mark them as unsubscribed. Can you tell me if other changes (such as someone changing a contact's name) is syncing to Mailchimp as expected or does it seem like just unsubscribes aren't syncing?
Can you also send along a screenshot of the Health Status page (from the top to the bottom of the lists that are syncing)? You can access this by navigating to the Admin page and clicking on Health Status under the SugarChimp section. Additionally, can you send a copy of your CRM logs as well? For privacy purposes, you can email both of those to mailchimp@fanaticallabs.com. Steps for the logs are below:
From within Admin click System Settings
Click View Log at the bottom of the page
Click All at the top of the page
Copy/paste the text that appears into a .txt file and send it along
Thanks again for reporting this. Our team has resolved this issue so that your license key can successfully be validated. Can you quickly re-validate your license using the steps below?
From within your CRM, navigate to the Admin page
Click on Setup under the SugarChimp section
Click on the License Key step, confirm your license is correct, and click Validate
Please let me know if you have any trouble with this process.
I just wanted to quickly follow up here since we resolved the issue through email. For others who may read this, it looks like this issue was being caused by having 'via the API' selected in the webhooks on Mailchimp. We deselected 'via the API' and the issue resolved. It's worth noting that 'via the API' is usually turned off by default and only needs to be selected if there are other integrations with Mailchimp whose data needs to make it to the CRM.
My apologies- this should be within the config.php file of your CRM. Do you have access to this file or the database to run a query to obtain it?
If it's updating fields that aren't syncing to Mailchimp via Field Mapping, I would question that there's another process in play. (Since SugarChimp will only update fields you're syncing via Field Mapping.) It might be worth also checking any other workflows or logic hooks that are set up.
Can you tell me the other fields it is updating and send along a screenshot of the Field Mapping page? If we can consistently replicate the problem, we can also turn the scheduler back on and grab some debug logs to see more detail. The steps for this are below:
From within Admin, navigate to the Health Status page and re-activate the scheduler.
Return to the Health Status page, scroll down the page and using the SugarChimp Logger Level drop-down, select Debug
Make a change to a record that is experiencing the issue mentioned about
Wait until other fields and records are updated.
Send over the logs. You can get these by following the steps below:
From Sugar Admin, click System Settings
Click View Log at the bottom of the page
Click All at the top of the page
Copy/paste the text that appears into a .txt file to send it to mailchimp@fanaticallabs.com.
You'll then return to the Health Status page to put the logger level back to Normal. it might be helpful to just hop on a call to take a closer look together, so feel free to schedule a time that works for you using the link below:
