Sync Account Data to Mailchimp

Depending on the modules you use, you may have a need to sync account-level data from your CRM to Mailchimp.  Use the information below to determine the right solution for you:

Sync Contacts and Related Account-level Data

If you mainly use the Contacts module, and the emails you'd like to send campaigns to are at the contact level, but you'd like to also sync associated account data, then this is likely the solution for you.  To enable this sync, you'll need to be on the Ultimate plan of SugarChimp, which allows you to sync related contact data from the Accounts module.  More information can be found here.

Sync Account-level Emails and Data

If you use the Accounts module and the emails you'd like to send campaigns are at the account level, then this is likely the solution for you.  With this solution, you'll sync the emails within the account record and any data for that account.  To set this syncing up, follow the steps below:

For SugarCRM

1. From within SugarChimp's Health Status page, right-click anywhere on the page.
2. Select Inspect and click the Console tab.
3. Copy/paste the following string into the console and press Enter:

   SUGAR.App.api.call('get',SUGAR.App.api.buildURL('SugarChimp/setting/account_syncing_enabled/true'),{},{});

4. Set up your list with Sync Settings.
5. Establish fields with Field Mapping.

For SuiteCRM and Sugar 6

1. Within Sugar, navigate to the Health Status page.
2. Within the URL, change 'action=health_status' to 'action=enableAccountSyncing'
3. Press Enter
4. You'll see a white page appear with a confirmation that looks similar to: https://d.pr/free/i/EhjCq0
5. Set up your list with Sync Settings.
6. Establish fields with Field Mapping.