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

Parents
  • 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

    Implementation Consultant

    SugarCRM

  • 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

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Hi Dmytro,

    will confirm if it still works like before : the Sugar Market Sync User is recommanded to be a Sugar admin and thus is not involved by the Sugar Team security.  Given that, the SM Auto Deletion report is the way to delete a panel of the datas after the sync has run. 

    . May you confirm what is the best practice regarding who must set the auto deletion report? 

    Best,

    Jean-Philippe

    Jean-Philippe Lecreux

    Synolia - CRM Consultant

Reply
  • Hi Dmytro,

    will confirm if it still works like before : the Sugar Market Sync User is recommanded to be a Sugar admin and thus is not involved by the Sugar Team security.  Given that, the SM Auto Deletion report is the way to delete a panel of the datas after the sync has run. 

    . May you confirm what is the best practice regarding who must set the auto deletion report? 

    Best,

    Jean-Philippe

    Jean-Philippe Lecreux

    Synolia - CRM Consultant

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