Data Wizard

4 minute read

Add records from any Salesforce object to Mailchimp.
Map Salesforce fields to Mailchimp custom fields.
Add people to groups or tags.
Schedule to automate the process.

In just three simple steps, you can import new Salesforce records into Mailchimp, or update existing ones. Here’s how it works:

If your import includes records that are archived they will be set back to active in Mailchimp. We will never set a record that is unsubscribed back to active.

FAQs

Do you add back unsubscribed records?

The Data Wizard will not re-add a record that has been unsubscribed in Mailchimp, even if the email address exists in the Salesforce source being utilized. However, if an archived record is included in the import, we will update its status from archived to active.

How does the auto map feature work?

When mapping fields through either the field mappings feature or the data wizard, you'll notice an "Auto Map" button. Clicking this button applies default mappings automatically. If you customize your own mappings afterward, these customizations are saved for future use. The next time you utilize the "Auto Map" feature, it will incorporate both the default mappings and any personalized mappings you've previously set up, ensuring a more tailored mapping experience.

Does the data wizard allow you to delete records?

Currently, the data wizard does not allow you to set audience members to deleted. We do, however have a feature request for this and are reviewing options.

What happens if an archived record is in the import?

If the data wizard import source includes archived records these will be set back to active in Mailchimp.

What editions does the data wizard work with?

The data wizard works with professionals above in Salesforce. And all Mailchimp accounts.

How do tags work in the data wizard?

When you reach the last screen, you can assign one or more tags to the records you are importing.

Click add tags. This will allow you to assign any tags that have already been created or create new ones. The replace option, if checked, will remove any tags to the records you are importing. It will then assign the selected tags you have specified.

How does the data wizard work with groups?

If you have already created groups in your Mailchimp audience they will appear on the last screen of the data wizard. Click edit to assign which groups the import will interact with. Groups can only be set up in Mailchimp directly. If you have not already set up groups or would like further information please see - https://mailchimp.com/help/getting-started-with-groups/

What is the running user on the data wizard?

The owner of an Import job is the user who created or last configured the job. When you create a new Import job, the owner will be you, the current Salesforce user. If you are importing data for another user, you can login to Salesforce as that user and then configure the Import job.

How do I schedule an import?

You can schedule the data wizard to run automatically. This appears on the last page of the wizard - https://jmp.sh/KU4E60f8. Once clicked, you can choose a preset frequency or a custom one. When you click save or save and import, the schedule will be set.

What are the different sources?

There are four different types of import sources. We typically recommend using either a Salesforce report or a list view.

List View
‍Pros - Easy to use, and you will often have them set up.
Cons - You will be limited to one Salesforce Object.

‍Report
‍Pros - Easy to use, and you will often have them set up. They can work across objects.
Cons - You are limited to 50,000 records per import.

‍Campaigns
‍Pros - It is useful if you have a defined Salesforce campaign and campaign members.
Cons - You are limited to a single Salesforce campaign.

‍SOQL
‍Pros - Provides a high level of flexibility.
Cons - Requires a person with development skills to set up and maintain.

Is there a limit on how many records I can import?

When importing via the Data Wizard, only the Salesforce report as the source has a hard limit of 50,000 records. This is a limitation of Salesforce reports, not the integration. You can limit the number of lines in reports by updating filter criteria (using last modified date, for example).

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