Syncing contacts and leads to Market

Hey!

Is it possible to limit which leads / contacts are synced to Market?

My customer wants, if possible, to be able to choose which leads / contacts they want to sync from CRM into Market

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  • 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

    James Brown

    Professional Services Manager

    SugarCRM

Reply
  • 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

    James Brown

    Professional Services Manager

    SugarCRM

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