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

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

Hi Dmytro,

James Brown 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. 

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

Best,

Jean-Philippe

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 colleagues,

The question is how to limit sharing data to Sugar Market 

Logically, Teams is the natural way to limit access to the data.

I tried it internally and it looks like it works... Should I expect for issues?

Best,

Dmytro

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