simPRO to Mailchimp integration FAQs

simPRO to Mailchimp integration FAQs



This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com

About the simPRO to Mailchimp integration

Please also visit our Integration Menu Overview article to learn more about each and every menu of this integration.

Here are the main benefits our clients find using this integration:


  1. Keep in touch with their client base via segmented lists in Mailchimp
  2. Maintain better relationships with their clients and generate more referrals and develop relationships further
  3. Segment their clients into various lists and target each one with an autoresponder series that’s designed for that group
  4. Permanently do away with exporting and importing csv files through an integration that works in the background and keeps everything in sync every 2 hours
.

Getting started with simPRO to Mailchimp integration

  1. Register a SyncEzy Account here

  2. Find the simPRO / Mailchimp integration from the Integration library

  3. Subscribe to the simPRO / Mailchimp integration

  4. Authenticate simPRO

  5. Authenticate Mailchimp

  6. Complete the configuration steps

We’ve also recorded a short video on the steps to getting started.


How often does the sync run?

Every 30 minutes. This is currently a one-way sync from simPRO to Mailchimp.


How long does it take to transfer my contacts across?

The integration syncs every 30 minutes as long as the contacts are updated and saved. 

Occasionally due to transfer limits the sync can be delayed if hundreds of contact records are changed. We don’t lose any changes as, based on the simPRO changes, the sync will eventually catch up at the following sync.


What triggers the files being transferred?

Once you have made changes to a Job / Quote / Site and hit save, the files will be synced in a 30 minute window. (ie. 9:00 , 9:30, 10:00  …)  


If I update information in Mailchimp, does it sync back into simPRO?

At this stage, the integration is a one-way sync only (simPRO to Mailchimp). We are planning on introducing a two-way sync, please reach out if you’d like to join our two-way sync waitlist. 


Where do I go to check the settings and billing details on my Mailchimp integration?

You can view your settings configurations and any billing details by going to the SyncEzy Portal here. In the Portal, navigate to Plan Details to see billing details.


Can I change the Mailchimp account?

Yes, login to your SyncEzy account at integrations.syncezy.com

Choose the integration you’d like to edit and “Reset Credentials” from the left menu. This will reset your credentials on both sides and you can reconnect the simPRO and Mailchimp to a different account.  The sync will start again from scratch and resync all your files from simPRO to Mailchimp.



Other questions

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302


Have you done this before and what about the security of data?

Yes, we have. We have been building integrations for the last eight years with over 50 integrations built across various systems. All our communication between systems is fully encrypted.





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