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

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.

Hi Stephane,

In Sugar Market the definition of "contacts" for pricing is any mailable record that exists in the Sugar Market database. This would be any lead or contact with an email address that is not unsubscribed and not undeliverable. You can find your current Database Size for Subscription under Standard Reports>Contacts>Database Size for Subscription.

Hi Stephane,

In Sugar Market the definition of "contacts" for pricing is any mailable record that exists in the Sugar Market database. This would be any lead or contact with an email address that is not unsubscribed and not undeliverable. You can find your current Database Size for Subscription under Standard Reports>Contacts>Database Size for Subscription.

Thanks a lot Jana Ferguson For existing customers it's OK. For prospects, it means as I thought that our prospect must tell us how many contacts he plans to synchronize to work on with SugarMarket to define the initial level of subscription. It's what we did but I would like to be sure we are right. Thanks.

Hi Stephane,

That is correct. We recommend purchasing the number of records that should be synced from CRM. As a customer's database grows over time, their CSM would work with them to update their subscription accordingly. 

Thanks,

Jana

Thanks Jana Ferguson