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 set up, consent is exchanged automatically in the background between eMarketeer and SuperOffice.
For this total sync process, 4 profiles need to be created in DataBridge, 2 profiles for importing data in SuperOffice from eMarketeer and 2 for importing data in eMarketeer from SuperOffice.
This article describes the creation of 2 profiles (almost the same) to import data in eMarketeer from SuperOffice.
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. ImportToEmarketeer_MarketingSendouts. In the location dropdown chose "SuperOffice CRM Online" and in the destination field chose eMarketeerConsent.
When done click the NEXT button and you will be guided to the Configure Profile page.
- Configure Profile
On this page, you can insert your eMarketeer API key and connect your SuperOffice instance. 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
First, create a dynamic selection in SuperOffice for the persons which consents need to be synchronized.
Select this created dynamic selection in the SuperOffice Selection box.
Into the Customize Field box select the following fields hasStoreConsent, hasEmarketingConsent, legalBaseStore, legalBaseEmarketing, consentSourceStore and consentSourceEmarketing
In the Advanced Settings (see below) it is also essential and necessary to enable the option “Skip self-inflicted changes” and "Incremental export" under advanced settings in order to prevent Databridge updated records to be imported again into eMarketeer (as those are updated by Databridge from eMarketeer).
Consents are always expected to be updated either by user or Databridge, so only the user updated records should be fetched for the sync and this option is used to achieve it.
thatInfo title NOTE Note
.: Databridge uses the system user to change entities, so any entity updated by a system user will be skipped !
For on-premise SuperOffice instances, make sure that in the connection settings, the user is not an actual login user that might make changes directly in SuperOffice that would then be ignored during the export.
Consent properties like LegalBase, ConsentSource from SuperOffice can be now able to fetch using the new column fields added recently to the Databridge. And these fields hold data for all languages (like “US:\”Withdrawn” GE:\”XXXX””), so in order to get data in a specific language, it is necessary to choose your language code.
- Transform
No transformations have been added so far, resulting in 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.)
Click NEXT to go to the next screen called "DESTINATION SETTINGS" - Destination Settings
The destination settings are mentioned for the SuperOffice side of view and several settings are mandatory to have consents updated seamlessly. Deduplication settings for Person need the configuration as shown in the figure below. The connection between eMarketeer and SuperOffice is through emails, so it is obvious that duplication can be found only with E-Mail and should be chosen. Also, from eMarketeer no new person will be imported and it always overwrites the existing consent value and so “Replace-Overwrite existing fields“ should be chosen as Action.
Separate property for “Sales and Service” purpose of consent has been created and we are setting default values to LegalBase and Source during the eMarketeer consent import. Apart from that, there is an option to select these in the Destination Settings of SuperOffice (as shown below). But this will not affect this import (from eMarketeer to SuperOffice) as those settings are for while creating a new person which will not happen here at all.
(However, this property makes a difference for profiles other than eMarketeer wherever new person imports are supported. If it is mapped to an equivalent exported column from any other source (e.g. file, Visma etc…) in “Configure Fields” then the value assigned to it takes precedence over the destination consent settings and default values will be set based on its status. So, it is good to think before mapping this column in other profiles.)
Click NEXT to go to the next screen called "PROFILE SETTINGS" - Profile Settings
The profile can run either of all three options available, manually, scheduled, or triggered. But mainly, this connector will use the scheduled method that follows the below pattern.
Initial Import: This is an initial run that will fetch only all the withdrawn consents from eMarketeer to SuperOffice. To fetch either subscribed or withdrawn consents is setup through toggle option - “Include only withdrawn consents” under the onetime setting section of the “Configure Source” page in step 4. Once the initial run is over, it will reset back to the default value which means the further run will export all records without any restriction.
Ongoing Update: Get all changed consents of persons in eMarketeer since the last run.
Chose Scheduled: run every 1 hour. In order to achieve this, it is essential to enable “Incremental Export” in the“Configure Source” page in step 4. By this, the DateTime of the export run is stored and supplied to the next export run to fetch the changes since then only instead of all the records.
You should now have two profiles ready called ImportToSOImportToEmarketeer_MarketingSendouts and ImportToSOImportToEmarketeer_StoreAndProcess