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Configure the basic options for synchronization

Updated

In this section, the general options for data import operations from Magento to the platform are configured.
The page is divided into two sections:

Import/Update

To enable import operations, it is first necessary to activate the Enable Import option. If this is not active, no contact import operations will be carried out, even if correctly configured.

Mapping between Magento website and platform database

It is possible to associate contacts from each website created in Magento with a different database within the platform.

Note the primary key of the selected destination database must be the email.

First, click on the Update website button to add a new correspondence between a Magento website and a platform database.

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In the Magento website column, enter the Magento site you wish to associate with a platform database.
In the Platform Database column, select the destination database for the mapping.
In the Order column, enter the number corresponding to the position for the operation, if there is more than one mapping (1=first, 2=second, etc.).
Select the Enable option to put the mapping into production.
Remember that it is possible to import contacts from different Magento websites into the same database.
In case the same contact is present on multiple websites, the platform will update and overwrite its data.

Automated Import

To automate the process of importing contacts from Magento to the platform, it is necessary to activate the Automated Import option and configure the schedule type, choosing from the following modes:

  • Daily Schedule: allows you to set a fixed time when the import will be executed each day. For example, if you set the time to 12:00, the import will be executed at that time every day.

  • Hourly Schedule: lets you automatically perform the import every x hours (value between 1 and 23). This mode replaces the previous configuration "Sync every (hours)". It is important to note that using the value 24 in the past caused a gradual shift of the execution time because each import was scheduled exactly 24 hours after the previous one — even in case of delays — preventing a fixed daily routine.

  • Variable Hour Schedule: allows you to specify the days of the week when you wish to perform the import (e.g., Monday and Friday) and one or more specific times each day (e.g., 9:00, 12:00, 18:00). This type offers maximum flexibility to meet specific needs.

With these two new configurations, it is no longer necessary to separately set a "first daily start time," as each schedule type clearly defines the frequency and execution times.

Note
Even though the Automatic Import option is active, you can always import contacts on demand by selecting the Synchronization Status option from the contextual menu.

Options

It is advisable not to modify the default configuration unless there is a specific need (e.g., only perform an incremental update or manage only newsletter subscribers and not customers).

Update contacts already present in the database

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If this option is disabled, only new contacts will be imported; if the option is enabled, the data of contacts already present in the database will be updated.
If an error occurs during data import, the contacts will be unsubscribed.
In this second case, in the Unsubscribe Cause field, you must assign a cause of unsubscription that will be associated with the contact.
By selecting the option Do not modify the status of contacts already present in the database, the connector will ensure that Magento, even if the option "Update contacts already present in the database" is active, cannot modify the Contact Status field (Active, Suspended, Pending, Unsubscribed).

This option should only be used if you are sure that there is already another synchronization that updates the status of the destination database contacts.
Attention activate this function only if you are absolutely sure of its effects. Improper use could generate unexpected results in contact management.
 

Unsubscribe existing contacts discarded from import

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This option unsubscribes contacts that are already present in the magnews database but are not present in Magento at the time of import.
You must assign an Unsubscribe Cause by selecting it from the dropdown menu.

Attention contacts discarded due to a created import filter will also be unsubscribed.

 

Unsubscribe contacts not registered to the Magento newsletter

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Contacts that are not subscribed to the Newsletter on Magento will be imported with the status unsubscribed.
In this case as well, the unsubscribe cause must be configured in the menu.

Unsubscribe/suspend contacts whose email address is on the Blacklist

If one or more contacts are imported from Magento to the platform, and their recipients are already on the Blacklist, you can unsubscribe or suspend them from the platform (so they do not receive mass communications) at the time of import.

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Attention
if you do not activate this option and the option to not modify the contact status, during synchronization, any contacts on the blacklist in unsubscribed status might be resubscribed!

Configure the contact origin field

This menu allows you to select a specific value to assign to the contact origin field.

Note
It is advisable to create specific unsubscribe reasons to more easily track unsubscribed contacts during synchronization.
Dedicated unsubscribe reasons can be added to the list of the Unsubscribe Reason field
Contacts > Master Database > Database Management > Contact Fields

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Enable import filter

This option allows you to synchronize only a portion of the contacts, for example, if you want to import only the newsletter subscribers, the customers of a specific store view, etc.
The import filter is applicable to Magento customers, but not to anonymous newsletter signups (contacts that have filled out only the email field), which are always imported.
If you do not wish to import anonymous signups, set the condition CUSTOMER - Is customer = TRUE. 

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To define a new filter, click on the Add Condition button. A window will open where you can define the new filter condition.

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From the Magento Field menu, select the Magento field based on which to filter the contacts.
From the Operator menu, select the type of operator to build your filter conditions (the operators will vary depending on the type of data chosen in the Magento Field menu).

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Once the filter configuration is complete, click the Save button to register your filter.