Synchronize Contacts
✍️ DRAFT : IN PROGRESS
Synchronization of contact information is the core feature of the Spotler Connector. No more doing manual export and imports.
The following tables in Dynamics 365 can automatically be synced to a Spotler contact:
- Contact (🇳🇱 Contactpersoon)
- Lead (🇳🇱 Potentiele Klant)
- Account
The Spotler connector supports two-way synchronization between Spotler and Dynamics 365. By default, contact information is synced from Dynamics 365 to Spotler.
Contact information can also be synchronized from Spotler back to Dynamics 365. This will keep the contact information in both systems up to date.
For example, if you have a profile form in Spotler where customers can edit their own information, you can now make sure your Dynamics 365 is also updated with this information.
For each column (field) in the mapping, you can decide the sync direction:
- ➡️ Sync only to Spotler (default)
- ⬅️ Sync only to Dynamics 365 CRM
- 🔄️ Both ways, two-way sync between Spotler and Dynamics 365
Most data types are supported for two-way synchronization.
Contacts
With the Spotler Connector, new and changed Contacts in Microsoft D365 automatically become new and changed Contacts in Spotler. This applies to both customers and leads. If you delete a Contact in Dynamics CRM, all permissions are disabled for that Contact in Spotler so that this Contact is no longer emailed.
With regard to the contacts synchronization, the following actions are synchronized:
- Add contact / lead / customer (account)
- Change contact person/ lead/ customer (account)
- Delete contact/ lead/ customer (account)
- Deactivate contact person/ lead/ customer (account)
- Activating contact/ lead/ customer (account)
Which contact information is synced by default?
Which data is synchronized can be adjusted by adjusting the mapping from D365 to Spotler. By contacting our Support we can customize this mapping for you. By default, the following data is synchronized to Spotler.
- Contact
- All name and address details in the Summary tab (except job title, fax and contact preferences)
- The gender and date of birth in the Details tab
- The permissions in the Marketing tab
- Permissions are registrations for mailings of the contacts. The absence of permissions can be used to exclude contacts from a mailing.
- Lead
- All name and address details in the Summary tab (except the lead topic and job title)
- The company name in the Summary tab
- Customer (account)
- All name and address details in the Summary tab
Synchronization occurs after a Contact record in Dynamics 365
- Has been created
- Has changed contact information and is saved
- Has a changed record status (active/inactive)
- Will be deleted
Add contact/lead/customer(account)
In D365, create a new contact at Contacts.
Fill in the contact details. At least the last name of the contact person is mandatory. After that, save the contact.
TODO's:
- explain DoNotBulkEmail