MailChimp Connector Implementation Guide

1 Document Usage Guide

ShareCRM CRM integration with MailChimp lets you sync ShareCRM Contacts to MailChimp. After MailChimp creates campaigns and performs email marketing to those Contacts, MailChimp can sync the related campaign and email performance report data back to ShareCRM CRM. This enables unified management of Contacts, Campaigns, and campaign performance within ShareCRM CRM.

This document includes pre-sales materials, implementation configuration, and FAQs. Intended audience: implementation consultants, technical consultants, sales managers, and CSMs.

2 MailChimp Connector — Pre-sales Phase

2.1 Pre-sales Materials

3 MailChimp Connector — Implementation Phase

3.1 Learning Resources

Training Assistant course: https://www.fxiaoke.com/XV/UI/Home?noheader=0&ddtab=true#app/train/detail/=/id-157835/trainType-0

3.2 Implementation Prerequisites

Before implementation, confirm the customer has purchased and activated the MailChimp Connector and that the MailChimp account is active.

3.3 Implementation Configuration

3.3.1 Connector Authorization

Go to Connector > Connector Management, click New Connector, enter a connector name, choose MailChimp Connector from the Connector dropdown, then click OK to create it:

Open the connector and click Reset to reconfigure. In the Authorization Configuration section, click Deauthorization in the Authorization status field to start authorization. A new login/authorization page will appear; enter the MailChimp administrator account credentials and click Log In:

After logging in, the page will refresh for authorization. Click Allow to grant access:

Once completed, the connector configuration page shows a successful authorization message and the authorized account.

3.3.2 Configure Connected Objects

Switch to the Integrate Objects tab and click New to create a new object mapping. On the new page, click Automatically Add Object to fetch the MailChimp object list automatically. Select the objects you want to integrate and click OK to populate the Object Name and Object API Name. Click Save and Next to automatically retrieve the object field descriptions:

The retrieved fields appear as shown (the example uses custom fields added in MailChimp):

Click Next Step to proceed to API configuration; if no changes are needed click Exit. Repeat this process for other objects. After completion the page looks like this:

3.3.3 Configure Data Flows

From the left menu select Data Flow to open the New Data Flow screen, then click New Data Flow to create a flow. For example, to sync Contacts from ShareCRM to MailChimp: set Source System to ShareCRM, Source Object to Contacts; set Target System to My MailChimp Connector, Target Object to Contact. Select the execution actions below, then click Confirm.

Configure field mappings:

picture coming soon:

Note: MailChimp’s Contacts API requires that the Address block’s address fields are all provided to pass validation. If you map only some of those fields the API validation may fail. If you need to sync addresses, we recommend adding corresponding address fields on the ShareCRM Contact object, or avoid mapping address fields entirely.

After completing field mapping, click Save & Exit and enable the data flow to start synchronization:

When new records are added you will see synchronization logs:

Note: MailChimp Contacts require unique email addresses. Ensure ShareCRM Contact emails being synced are unique; otherwise the sync will fail with update errors.

Next, create Data Flows for Campaigns, marketing activities, and email send detail records.

Campaigns data flow configuration:

Marketing activity data flow configuration:

picture coming soon:

Email send detail data flow configuration:

After configuration, enable the data flows.

4 FAQ

1. Does MailChimp support custom field mapping?

- Yes. MailChimp supports adding custom fields, and those custom fields are available via API, so you can map custom fields.

2. Can MailChimp Contacts be synced to ShareCRM?

- Yes. You can subscribe to events to sync MailChimp Contacts to ShareCRM in real time. Note: select the event subscription option when configuring the data flow.

3. For MailChimp→ShareCRM Contact sync, how to obtain the owner (responsible user) ID?

- MailChimp does not provide a corresponding CRM owner field. Use a fixed-value mapping and provide a fixed employee ID.

Steps to obtain an employee ID:

Go to Admin Console -> Org Structure -> Departments & Employees -> open browser dev tools (F12) -> Network -> Fetch/XHR -> click an employee name -> capture a WebDetail network packet -> extract the employee id (example id = 1003)

4. When syncing ShareCRM→MailChimp Contacts, why is the birthday field null even though the ShareCRM birthday field has a value?

- The birthday field is a virtual field; the current business API cannot retrieve its value. As a temporary workaround, use a custom field. Future versions will support direct configuration once the API is updated.