Data can be mapped in both directions using a combination of our Data Wizard and Mappings settings.
Data Wizard
- Pushes data from Salesforce to Mailchimp.
- Can be scheduled to run automatically on a recurring basis.
- Can create new Mailchimp members and update existing ones with the latest field data.
We recommend applying a filter on your data source so that only recently modified Salesforce records are included. For more information on the Data Wizard please click here.
Mappings (Mailchimp to Salesforce)
- Pushes data from Mailchimp into Salesforce.
- Runs as part of the primary sync, which by default runs every hour.
- Can update existing Salesforce records with data from Mailchimp.
For more information on Mappings please click here.
Important notes:
- Test this solution thoroughly in a sandbox first.
- There is no conflict resolution built into this setup, so carefully consider the timing of each direction to avoid records overwriting each other.
- When first implementing, run the sync once from your source of truth to the other system (so both are aligned) before enabling the reverse direction.
