Syncing contacts and leads to Market

Hi Alex,

You can filter what data is synced to Sugar Market from CRM by using an Auto Deletion Report. These reports are simply custom reports that are adapted and added to the integration. Any records that meet the criteria/filters on the report will not be synced over to Market. 

You can either filter off existing data in fields, for example if 'Status' equals 'Invalid'. Or you could use a custom field. In CRM you would mass update all the records you do not want in Market to have a particular value. This will flag up these records and they can then be found using the custom report filters. If you are using the second method I would recommend doing this before the integration begins.

I hope this info helps,

James

Hi Alex,

You can filter what data is synced to Sugar Market from CRM by using an Auto Deletion Report. These reports are simply custom reports that are adapted and added to the integration. Any records that meet the criteria/filters on the report will not be synced over to Market. 

You can either filter off existing data in fields, for example if 'Status' equals 'Invalid'. Or you could use a custom field. In CRM you would mass update all the records you do not want in Market to have a particular value. This will flag up these records and they can then be found using the custom report filters. If you are using the second method I would recommend doing this before the integration begins.

I hope this info helps,

James

That sounds great! Where can i setup that kind of report? 

Sorry, I found it!

Thanks James Brown. I would like to add a question on this point regarding "contacts" definition for SugarMarket pricing. These contacts who will be synced in SugarMarket are the number of contacts you pay for right? It's the definition of "Contacts" for the price book right? It means contacts you sync in SugarMarket to follow interactions right? Thanks.

As I understand, the Sugar Market sync user is just a user
The subscriber might be in a position to limit the visibility of records for Sugar Market by removing that user from the Global team and setting a specific Team for the records Sugar Market to deal with.
Correct?

Best,
Dmytro

Hey! 

A follow-up question. I first set up a report that limites witch contacts/leads that will be synct to Market defined by field values ​​that i will determent in the report.  If then this contact/lead changes value in the field, will the contact/lead once again be synced to Marekt.