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

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.

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.