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Configure contact synchronization

Updated

By activating contact synchronization, Magnews will add contacts to the platform (in the configured Database), corresponding to your customers and PrestaShop newsletter subscriptions.

To activate it, go to Connect > PrestaShop > Synchronization Configuration.

You will access the Customer Synchronization Configuration page divided into four sections:

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Import/Update

In this section, define:

  • Destination Database:
    the database where contacts from PrestaShop will be imported. 
Note:
You can select either databases with Username as the key or databases with Email as the key. This means that by selecting a database with Email as the key, if there are multiple customers or newsletter subscribers with the same email, Magnews will create only one contact corresponding to one of the customers or newsletter subscribers with that email (no priority criteria exist).
Field mapping is common for all PrestaShop contacts: customers and newsletter subscribers.
For newsletter subscribers without complete records, however, we will only update some of the fields you have mapped. For example, if you add the field Name in the mapping, the contacts imported on the platform corresponding to a customer will have the Name field updated, while those corresponding to a newsletter subscriber will retain the previous Name field value before the synchronization (the field will not be updated).
    • Automatic Import:
      if you activate this option, you will have the ability to automate the import procedure by configuring the following options: Daily (at a fixed time), Hourly (every x hours), Variable hours and days (only on certain days of the week, at one or more fixed hours). 
If you want to maintain a fixed schedule, use daily or multi-day scheduling and do not use hourly scheduling, because the time of the first execution does not constrain subsequent executions: for example, if the first execution is delayed, the second will start x hours after the start of the first, potentially delaying it.

Options

The following options allow further customization of the synchronization.

  • Do not update existing contacts in the database:
    if you activate this option, only new customers will be imported to the platform; otherwise, data for already existing contacts will be updated.
  • Unsubscribe contacts with "Inactive" status:
    if you select this option, contacts that are Inactive on PrestaShop (those without permission to authenticate to the eCommerce) will be imported with Unsubscribed status. You can also select the value for the Unsubscription Reason to associate with unsubscribed contacts.
    If a contact becomes Active on PrestaShop, they will be reimported (unless there are different configuration options) as Subscribed.
Values for the field Unsubscription Reason can be customized by modifying the available values in the field's configuration. 
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  • Unsubscribe contacts not registered for the newsletter:
    contacts on PrestaShop with the Newsletter field set to No will be imported with Unsubscribed status. If in the future, the contact subscribes to the newsletter, they will become Subscribed on the platform. You will also need to choose the value for the unsubscription reason to associate with them.
  • Unsubscribe contacts not registered for Opt-in partner
    contacts on PrestaShop with the field Opt-in (Receive special offers from our partners) set to No will be imported with unsubscribed status. If a contact subscribes to the Opt-in, they will, in turn, become Subscribed on the platform. You will also need to select the value for the unsubscription reason to associate with unsubscribed contacts.
  • Unsubscribe existing contacts discarded on import:
    this option allows you to unsubscribe, at the time of import, contacts that were already in the platform's database but are in Deleted status on PrestaShop, were discarded by the import filter, or are not present in the eCommerce. You will also be prompted to select the unsubscription reason to associate with unsubscribed contacts.
  • Import newsletter subscribers:
    by activating this option, contacts on PrestaShop who have opted-in to the newsletter but do not have a customer account will be imported.
    It is necessary to specify an unsubscription clause because, if a contact becomes a customer of the eCommerce, they are removed from the newsletter recipients' table and added to the customers' table with a new ID. To avoid duplicates in the platform database, the contact will be unsubscribed and re-subscribed with updated data (in this case, the contact's history will be lost).

 

The Enable import filter option allows you to configure an inclusion or exclusion filter to be applied during the import.

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The parameters to configure are:

  • Action of the filter:
    Inclusion or Exclusion filter. In the first case, only the contacts that meet the configured conditions will be imported. In the second case, all contacts will be imported except those that meet the conditions defined in the filter.
  • If:
    since the filter can have multiple conditions, this option limits the filter's effectiveness to at least one condition or alternatively to all conditions verified simultaneously.

 

To create a new condition, click the Add condition button. The condition configuration window will open. 

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In the PrestaShop Field, you will find the list of available fields on PrestaShop.
Choose a field, define the Operator to associate, then click Save to add the condition.

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Each condition listed can be edited by clicking on the Edit option or deleted by selecting the icon it_ps014.png.png.

Map PrestaShop fields to database fields

In this section, you can configure the mapping (or association) between the PrestaShop database fields and those of the platform.
The key database field is automatically mapped (Email or Username). In the case of Username, the value corresponds to the ID of the customer on PrestaShop.
To configure additional fields, click the Add field button.

In the window that opens

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choose in the PrestaShop Field the eCommerce field you want to map and in Magnews Field the corresponding field of the platform, then click Save.

Proceed by adding to the list all the fields you want to map. You can edit each field by clicking on the Edit option or delete it by clicking the Delete icon.

The Customer Data Preview button will take you to a page where, after entering the Customer ID on PrestaShop into the field

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the ID of a customer from your eCommerce, clicking Update, you will get a preview of all fields and the values contained within them.

Special fields

In this section, there are two fields that affect the value of the fields concerning orders, for example: Total recent orders, Total spending on recent orders,...

The Recency period expressed in days, works on the time interval to be considered in the calculation of fields (for example, if it is equal to 30, only orders from the last month will be considered).

The Valid order status field works on the status of orders, for example, if you do not enter the status "In preparation", orders in this status will not be considered.

Warning:
to save the configured settings, click the Save button at the top right of the page.
The synchronization will not be operational until you activate the option Enable import.
Note:
before scheduling an automatic synchronization, we suggest you perform a manual import from the Synchronization status page.

 

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