Configure SuperOffice to eMarketeer

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, 2 profiles need to be created in DataBridge, one for importing data in SuperOffice from eMarketeer and one for importing data in eMarketeer from SuperOffice.
This article describes the 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

1. Log in to the customer portal as an admin. more info
2. Create a new profile, give the profile a name ImportToEmarketeer_MarketingSendouts. In the location dropdown choose "SuperOffice CRM" and in the destination field chose eMarketeerConsent.
   When done click the NEXT button and you will be guided to the Configure Profile page.
   
   
   
3. 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.
   
   
   
   
4. 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 PersonEmail/Emailaddress, hasStoreConsent, hasEmarketingConsent, legalBaseStore, legalBaseEmarketing, consentSourceStore and consentSourceEmarketing
   

5. In the Advanced Settings (see below) it is also essential and necessary to enable the option “Skip self-inflicted changes” and "Only retrieve new and changed entities" 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.

   Note 1: 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.

   Note 2: this “Skip self-inflicted changes” works properly only for dynamic selections. If the selection is used for exporting companies without persons, or any other entity, it works with any type of selection. For the synchronization of consents with eMarketeer we need to export persons. If the selection is not dynamic, then all the persons that belong to a company that was last modified by DataBridge will be included in the export, regardless of the user who last modified the persons.

   Note 3: During the configuration of the profile, enabling or disabling “Skip self-inflicted changes” does not change the content of the preview.

   

   Consent properties like LegalBase, ConsentSource from SuperOffice are now able to been fetched using the new column fields added recently to Databridge. 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.
   
   
6. 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"
   
   
7. Configure Fields
   Link the column
     - personEmail/emailAddress (Contact - E-mail) to Consent: Email
     - hasEmarketingConsent (Consent - E-marketing) to Consent: Has consent
   See picture below.
   
   
   Click NEXT to go to the next screen called "DESTINATION SETTINGS"
   
   

8. Destination Settings
   At block PURPOSE field EMarketeer Consent Purpose choose the option "Marketing Sendouts"
   

   Consent purpose "Store and process"

   Before configuring the import of consent purpose "Store and process" please read this information: Set up Store and Process consent.

   
   
   
   Click NEXT to go to the next screen called "PROFILE SETTINGS"
   
   

9. 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.

   1. 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.

   2. Ongoing Update: Get all changed consents of persons in eMarketeer since the last run.
      Chose Scheduled: run every 1 hour 30 minutes later then the ImportToSO_MarketingSendouts is scheduled. 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 a profile ready called ImportToEmarketeer_MarketingSendouts

You can also download the profile here: 
How to import? See this article: Export and import a profile