You can import contacts from Constant Contact to Neon CRM in one of two ways:
1) Click Import Contacts from the Getting Started page...
...or 2) go directly to Constant Contact > Sync.
Either way, click Import Contacts on the following page to begin the import. Contacts will be imported according to the rules established in your Import Settings.
While importing, a "working" screen will appear showing that the import is in progress. At this time, all other sync activities will be locked.
This ensures that no other system user can perform an Import or a Push while your import is in progress.
Once the import is complete, the results will show on your Sync page. This page will show the following information:
- The number of contacts attempted to import
- The number of new accounts created
- The number of contacts matched to existing accounts in Neon CRM
- The number of contacts not imported (usually because of duplicate matches)
Clicking Show Report under Most Recent Import Errors will show the details of any accounts not imported, including the reason.
You can push new Neon CRM account and subscription data to Constant Contact in one of two ways:
1) Add many accounts to an existing List at once from your Neon CRM Lists page, or
2) Add a single account to one or more lists from the Account Detail page.
To update your Contacts in Constant Contact with account data from Neon CRM, go to Constant Contact > Sync and find the Push to Constant Contact section.
Click Push Contacts to send neoncrm account data to Constant Contact according to the rules and mapping established in your Push Settings.
While the push is in progress, a "working" screen will appear. At this time, all other sync activities will be locked.
This ensures that no other system user can perform an Import or a Push until this action is complete.
The results of the most recent push from your system will appear on the Sync page.
The Most Recent Push Results will show the following information:
- The number of new contacts created in Constant Contact
- The number of new Neon CRM accounts matched to existing contacts
- The number of accounts in the push that had already been matched to Constant Contact
- The number of accounts not pushed, and
- The number of failed subscriptions (where a contact cannot be added to a particular list, usually because they had already opted out.)
Clicking "Show Report" under Most Recent Push Errors will display details about any errors encountered during the push including a description of the error.
Below is a table of standard contact information fields that will push information from Constant Contact to Neon CRM and vice versa when creating new accounts or contacts. The table shows how these fields are mapped in the integration. This mapping cannot be changed.
The data in italics shows where the data is mapped with a fixed value. For example, if you push an account from Neon CRM to Constant Contact, the address of the new contact will automatically have an Address Type of Personal.
|Constant Contact field||Neon CRM field|
|First Name||First Name|
|Last Name||Last Name|
|Home Phone||Phone 1|
|Work Phone||Phone 2|
|Mobile Phone||Phone 3|
|Address Type: Personal 1|
|Street Address||Address Line 1|
|Zip Code||Zip Code|
|Source: Neon CRM2|
|Origin Category: API 3|
|Origin Detail: Constant Contact|
When you push Neon CRM accounts to create new contacts in Constant Contact, you can push data to populate up to 15 Additional Contact Fields. This data can come from any of the following Neon CRM fields:
- Middle Name
- Individual Type
- Any Account or Individual Custom Fields
This mapping can be customized from your Settings page in Neon CRM.
Unsubscribe/Resubscribe data from Constant Contact, as well as Opt Out information from individual Neon CRM accounts, will be automatically resynced every 30 minutes. The linked accounts and contacts will be updated according to the Unsubscribe settings on your Constant Contact > Settings page.
When updating accounts in Neon CRM
Contact information in Constant Contact will only be updated when manually pushed by a system user.
When updating contacts in Constant Contact
Only Unsubscribe/Resubscribe information will be pushed to Neon CRM.
From Neon CRM, you can do the following:
- View Neon CRM contacts in your Constant Contact Lists, either by List view or from an individual's Account Detail page
- Add or remove individuals from Lists
- Update Contact and Subscription data for accounts already linked to Constant Contact
- Create, edit or delete Lists
Go to Constant Contact > Lists:
From this page, you can view the existing Lists that have been linked between Neon CRM and Constant Contact. From here, you can view basic information about each list, edit the Name and/or Status of lists (see option 1 below), or delete the list entirely (option 2).
To view the details of an individual list, click on its name.
From the detail page, you can add Neon CRM accounts to your list. Click Add Accounts.
You will be taken to an All Accounts report search page with pre-set criteria that automatically filters out Company accounts and any Individual account marked Deceased, Do Not Contact, or Email Opt Out. Set any additional criteria necessary for your list.
From the Results page, click Add to Contact List to immediately push the account information to Constant Contact.
If an account in the report results is already linked to a Constant Contact record, the subscription data will be updated for the existing Contact.
If an account in the report results is not yet linked to a Constant Contact record, it will be treated as a new push and either matched with an existing Contact, or a new Contact will be created if no match is found.
When the process is complete, the list data will immediately update on the main Lists page.
To remove some (or all) accounts from a list, open the list detail page. Select the accounts to remove using the checkbox column on the left; then click Remove Accounts.
You can also create a new Constant Contact list directly from Neon CRM. Go to Constant Contact > Lists and click New List.
You will be asked to set a Name for your new list, and to specify whether this list should be Active or Hidden.
The new list will be immediately available both in Neon CRM and in Constant Contact.
Constant Contact data can be viewed on the Account page of an individual subscriber. You may need to configure your account view to add the Constant Contact section to your view of the page.
The Current List Subscription subsection allows you to view any lists to which the account is currently subscribed.
Click Manage list subscriptions to add or remove this account from Constant Contact lists.
A window will appear that allows you to select any list(s) to which the account should be subscribed.
You can also choose whether you want to add or update contact information in the Constant Contact record, or just the subscription.
After you've updated the lists, the Constant Contact Lists section will show updated subscription information as well as data about the last push for this account.