Contact Sync

Enable/Disable Bulk Email settings at Ms Dynamics

In MS Dynamics, this is exactly where you can enable email marketing in the contact page:

Got to a contact page -> Click the Details tab -> There is a box Contact Preferences and there are "Bulk Email"

Every 5 minutes the cronjob will run and retrieve from Dynamics the contacts updated in the last 5 minutes. Of these contacts, the one that has this "Bulk email" enabled will create or update the contact, the one that doesn't will try to unsubscribe (but based on external_id)

If the plugin create or update a contact, it will always be based on email address (so no two email addresses will be the same in Maileon).

If the plugin unsubscribe in Dynamics it always do by external_id, because in Dynamics it can only search by id.

There fields are synced:

MS Dynamics name	MS Dynamics API name	Maileon field name

MS Dynamics name	MS Dynamics API name	Maileon field name
Full name	`fullname`	Standard field - FULLNAME
Email	`emailaddress1`	email
Contact ID	`contactid`	external_id
Salutation	`salutation`	Standard field - SALUTATION
First name	`firstname`	Standard field - FIRSTNAME
Last name	`lastname`	Standard field - LASTNAME
Gender	`gendercode`	Standard field - GENDER
Address line	`address1_line1`	Standard field - ADDRESS
Postalcode	`address1_postalcode`	Standard field - ZIP
City	`address1_city`	Standard field - CITY
Country	`address1_country`	Standard field - COUNTRY
Do not send Marketing material	`donotsendmm`	Custom field - MarketingMaterial
Birthdate	`birthdate`	Standard field - BIRTHDAY
Telephone	`telephone1`	Custom field - Telephone
Job title	`jobtitle`	Custom field - Position

Initial Sync at Maileon plugin settings

The initial sync at the plugin settings in Maileon will be import all of the contacts from Ms Dynamics to Maileon.

The import will overwrite the permission of the existing contacts to the permission value set in the plugin settings, but it will not trigger the DOI process, even if it is set in the plugin settings