Answers - Quick Links

Only 100 records sync, 1 Campaign or List and 1 Email Campaign syncs back, why?

If on our 2 weeks free trial for SyncApps we sync 100 records, 1 CRM Campaign, Marketing List or Tearsheet, including 1 NetSuite Saved Search each time you run a Sync Profile.

Now, if you like please select a different CRM Campaign, Marketing List or Tearsheet, NetSuite Saved Search to grab new records within the 100 set record limit to test out.

100 opt-outs to sync back to CRM on all SyncApps Free Trials.

We limit our records sync so that you can test with complete confidence that you are not going to mess with your CRM or system of record data as in our Paid plans you can sync unlimited records on each scheduled sync or on demand.

We also allow unlimited Campaigns to sync every 24 hours on paid plans.  If you're needing Campaigns to sync more often than every day please use our Enterprise plans which can sync Campaigns every time you sync.

Be sure to also check the below when using any Email Marketing platform to sync data:

  • Only contacts and leads with valid email addresses will be synced.
  • Also if two or more contacts or leads have the same email address, then only one contact or lead will be synced for that email address.
  • Role addresses, group addresses, and aliases email addresses are excluded in the sync.
    Examples: abuse@, admin@, serviceadmin@, all@, everyone@, ftp@, sales@, marketing@, @yahoogroups.com, @googlegroups.com etc.
  • Any Contact that is opted out in your CRM is excluded on any sync (in Zoho CRM and NetSuite)
  • Contacts that have Do Not Allow, donotbulkmail set to true are excluded on each sync (in Microsoft Dynamics CRM)
What does this "Reset Sync Process" button in my Sync Profile page do?

SyncApps always tries to sync only modified data between your software applications. This method is a best practice rather than trying to sync all data each time you run your SyncApps.

Let's face it sometimes the APIs of different software apps go down so you might not have your marketing Lists populated in time or you need to true up your CRM to your Marketing Automation solution.

If all of your data needs to be re-synced, at any time, please click on the "Reset Sync Process" button and during the next sync process all your data between your software applications will sync.

*Please note - you will not lose your previous settings in your Sync Profile.

Integration Onboarding and Services Packages

Do you need more from your integration or have an existing Sync Profile yet need assistance with our Software Experts?

Head to our Services Page to get that scheduled by our 24/7 Premier Support staff.

We will help you review your SyncApps plans and setup on your schedule.

If we afterward determine that your Enterprise plan needs customization, all you have to do is to purchase our Services Package and start syncing together with your uniquely requested custom feature. Isn't that cool?

To purchase our Services Packages, follow these very simple steps:

  1. Log in to your SyncApps account and press the Upgrade tab.
  2. Then head over to the Services Package and select the Service Plan of your choice or as prescribed by our Development team.

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 Have more questions? Get in touch with our 24/7 support folks through support@cazoomi.com.

 

 

How SyncApps Integration Works in Real Life

Select your SyncApps - integrate your business Apps!

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Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

After you create an account, you and your company will get instant access to all Sync Profiles for 2 weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

All of my campaigns from my Email Marketing software are not syncing, why?

Certainly, during our 14-day free trial, only 1 Email Marketing Campaign will be synced each time you run a sync.

On our fully featured paid plans, you can sync unlimited Email Marketing Campaigns, even schedule the time of day your Email Marketing Campaigns will sync back to CRM and much more.  

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How do I find my Sync Profile ID or URL?

To find your Sync Profile ID or URL please press the link to a Sync Profile on your dashboard. The Sync Profile ID is located right underneath the Summary and the URL is in the browser next to the "lock" icon.

SyncApps Server IP Addresses for Trusted IPs and Firewall white-list

If you have on-premise software such as SugarCRM On-Premise, Dynamics CRM with firewall configured please add the following IP addresses to your firewall white-list so SyncApps servers can connect to your applications:  

  • 50.57.94.62
  • 162.242.161.75
  • 104.239.198.175

The above IP addresses also need to be added to the trusted list if you use Salesforce trusted IPs, NetSuite IP address restriction or other IP address based restriction rules.  

NetSuite Error Example

Error on sync: Invalid login. IP Address does not match any of the IP Address rules specified for this entity. (Error code: USER_ERROR)

Solution

Add the SyncApps IP addresses to trusted networks list.

Salesforce Specific Error Issues

Invalid username, password, security token; or user locked out. Are you at a new location? When accessing Salesforce--either via a desktop client or the API--from outside of your company’s trusted networks, you must add a security token to your password to log in. To receive a new security token, log in to salesforce.com at http://login.salesforce.com and click Setup | My Personal Information | Reset Security Token. (Error code: LOGIN_MUST_USE_SECURITY_TOKEN)]

Solution:

Add the SyncApps IP addresses to trusted networks list.

Feel free to email our Support team [support@cazoomi.com] if you have any problems which you need to address as we are really excited to have you as subscribers for the next growth build-out at Cazoomi.

Thanks again for being a SyncApps subscriber and let us hear from you on community.cazoomi.com when you have questions, enhancement requests or any issue.

 

 

 

Do you offer nonprofit pricing?

YES! INSTITUTIONAL DISCOUNTS:  Recieve 50% off all pricing plans!

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*https://www.cazoomi.com/pricing/

Institutions include education, government, and non-profit organizations; universities and colleges are also eligible to participate in the SyncApps discount programs.

In your SyncApps account, this discount is automatically applied to all .org and .edu Trial emails in our system upon upgrade. Please note that the 50% discount is applied to subscription fees only. Add-Ons and Services Package fees are on their regular rates.

If you're an Institution with a different type of email just send our 24/7 support@cazoomi.com team a note so we can get your SyncApps account updated for the 50% today.

Features and Enhancements : Q1 of 2017

It was a great start for us as we have released 10 new features and enhancements for the 1st Quarter of the year!

So without further ado, here’s the list of SyncApps’ newly added features and enhancements for Q1 from January to March 2017.

New Features

  • MailChimp: Added support for Campaign summary metrics to CRM
  • Handshake: Added mapping for NetSuite Sales Rep and Handshake User Group
  • Constant Contact for Salesforce: Allow EventSpot registrant order total to be mapped to Salesforce Campaign Member
  • Dynamics CRM: List retrieval will retrieve updated record + newly added record to list
  • NetSuite: Make Customer account mappable

Enhancements

  • MINDBODY Customization: Sync second revenue category to Intacct
  • SugarCRM: Make "Assigned To" field available for mapping
  • Salesforce customization: Added support for Campaign name - Group title mapping
  • Xero for Handshake: Mapping Xero phone number to Handshake Bill To phone
  • Zendesk for NetSuite: Add option to not create Customer but only Contact

We hope that you find useful our features and enhancements announcement and we thank you for continued support to our product.

Don’t forget to check back with us as we will be posting additional announcements.  Please comment below if you have any questions or feedback and we will be happy to respond.  Remember, if you are experiencing technical difficulties, please submit a support ticket to support@cazoomi.com to receive prompt and thorough assistance.

 

Error 400 : Your merge fields were invalid
01 Nov 2017 05:44:36 ERROR Error for record: john@cazoomi.com, message: Your merge fields were invalid.[{field=JOBTITLE, message=Please enter a value}], code: 400

*Sample error only

The error above occurs when the required field in your CRM is blank when synced to MailChimp.

How to fix?

Option 1: Fill up the required field in CRM then Reset Sync Process and Resync.

Option 2: Make the field as "not required" so that the error will not appear in MailChimp.

Syncing Campaigns from your Email Marketing Automation to CRM

Syncing existing Campaigns from your Email Marketing Automation software such as Constant Contact, MailChimp, Act-On or Vertical Response to created or existing CRM Campaigns is not a feature of SyncApps.

CRM Campaigns need to be created first in CRM to sync with your Marketing Automation Software as Lists, Groups or Segments.  After that, any email Campaign sent to these Lists, Groups or Segments will create a CRM Campaign of the same name as the email and track all the Campaign metrics from your Marketing Automation Software back to the CRM Campaign.

Please also note that CRM record data is synced from your Email Marketing Automation only if the email address doesn't exist in CRM at the time of syncing.

Need More Help?

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Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

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