iContact Sync

iContact® synchronization is used to ensure that the CRM and iContact have the same information. Synchronziation is only in a single direction, from the CRM to iContact.

PortalID, ClientID and Secret Key are specified manually, but the token fields are populated using the Authorization process. The Refresh Token button is rarely used, but is helpful when testing. The CRM will automatically refresh the token as necessary.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
App ID This value comes from the iContact Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
API Username This is the Username used to connect.
API Password This is the password.
iContact Secret Key This value comes from the iContact Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
iContact Account ID Use the Get Account button to get the Account ID.
iContact Client Folder ID From the Account ID, we get the default Client Folder ID. You can specify a different one.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Modules The CRM can synchronize Leads to iContact Contacts or Contacts and Accounts to iContact Contacts and Companies.