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Overview
In this article, we describe the steps to configure DataBridge to start using the eMarketeer Connector to update eMarketeer and SuperOffice user consent.
To exchange consent between eMarketeer and SuperOffice with DataBridge is quite simple but needs some steps to follow. Once setup, consent is exchanged automatically in the background between eMarketeer and SuperOffice.
For this proces two profiles needs to be created in DataBridge, one for importing data in SuperOffice from eMarketeer and the other for importing data in eMarketeer from SuperOffice. Both profiles are configured almost the same.
Intended Audience
This article is intended for persons who are the administrators for DataBridge.
Configure the eMarketeer Consent Connector
- Log in to the customer portal as an admin. more info
- Create a new profile, give the profile a name e.g. ImportToSO, and in the location field chose eMarketeerConsent. The destination field will be filled automatically with your SuperOffice system.
When done click the NEXT button and you will be guided to the Configure Profile page.
- Configure Profile
On this page you can connect your SuperOffice instance and insert your eMarketeer API key. Read Requirements and checklist for eMarketeer Connector for SuperOffice to get the API key from eMarketeer.
The inserted API Key is now specific to the eMarketeer consent API (see step 2) and cannot be shared with any other entities or connectors of eMarketeer.
When done click the NEXT button and you will be guided to the Configure Source page.
- Configure Source
There are two consent purposes defined in eMarketeer "Store and process" and "Marketing sendouts"
Both Consent purposes need to be synced between SuperOffice and eMarketeer. But, both purposes can’t be synced within one Databridge profile, separate profiles are needed for each Consent purpose.
Select one Consent purpose e.g. "Marketing sendouts" and create after finishing this profile a second profile for the other Consent purpose "Store and process".
The Consent properties are exactly the same across both purposes and fields can be selected from the “Fields” input field.
The next option is to say whether the import needs to support an Incremental export in order to fetch the periodical data from eMarketeer.
When this option is enabled, only export is done for the data that was created or modified after the last export. When it is the very first export it will always include all data.
Even if this option is not enabled, the DateTime will be tracked for every run. Resulting in that when a user enables "Incremental export" at some time, the last run’s DateTime will be used to fetch the changes since that time.
One-Time Consent Settings can be set up for this profile.
When “Include only withdrawn consents” is enabled, the export from eMarketeer will have only revoked consents (i.e. withdrawn consents). All other non-revoked consents will be skipped in the result.
This is called a One-Time setting as the value of these settings will reset back to its default value after the first run of its change, i.e. when user enable this setting it will last long till the profile runs next time, because at the end of its run this setting will be set back to its default value. The intended purpose of this setting is to use only at the profile’s initial run however, it is not restricted to enable it back after few runs.
Click NEXT to go to the next screen called "TRANSFORM - Transform
No transformations have been added so far, resulting you can proceed to the next page.
Click NEXT to go to the next screen called "CONFIGURE FIELDS" - Configure Fields
As mentioned in "step 4 Configure Source" you have to create 2 profiles for the Consent purposes "Marketing sendouts" and "Store and process".
For "Marketing sendouts" set the mapping Has consent to Person: E-marketing and map Email to Person: E-mail
For "Store and process" set the mapping Has consent to Person: Sales and Service and map Email to Person: E-mail
In both cases the value in Has consent (True or False) adds the values LegalBase = “Legitimate Interest” and Source = “Import” automatically to SuperOffice and if it is false, the LegalBase=”Withdrawn” and Source=”Import” are set to this consent.)
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