Hi Shawn,
indeed that part is not included in the documentation.
Export Dynamicweb CRM users changes back to the CRM
File: dynamicweb9\integrations\crmintegration\crmintegration\notificationsubscribers\usersaved.cs
Once the user is saved in Dynamicweb if some of his columns were changed in Dynamicweb so they do not match his CRM values – the user is updated in CRM.
The Dynamicweb fields and appropriateCRM fiels are self-described in
dynamicweb9\integrations\crmintegration\crmintegration\notificationsubscribers\usersaved.cs
UserSaved.cs is attached here.
Email Marketing information export to CRM
This allows you to import Email Marketing emails to CRM. They will be created as
new_activitiesfromemailmarketing (CRM entity type) activities, so you could change it to your supported activities type. You will also need to check you CRM entity columns and hardcoded columns in source code.
Not all sent emails from Dynamciweb Email Marketing will be exported but only those that:
the Dynamicweb page links were clicked by the opener of the received email and
AccessUserExternalID field is filled which means that the opener of the link is a Dynamicweb user with External ID (which was imported from CRM)
Once the same emails are exported to CRM they are not added again but gets updated, this is done by checking the new_dwkey column which is served as CRM activity identifier.
2.1 Create the Data integration job with CRM provider as a source and XML provider as a destination:
CRM provider as a source:
You can have your own settings (on the image above)
XML provider as a destination:
Mappings:
Setup scheduled task to export Email Marketing emails to CRM
Go to Settings->Integration->Integration Framework Batch and create a new scheduled task
with CRM AddIn type:
Check Export emails to CRM and select the job in the Export email information activity created at step 2.1.
Run your scheduled task.
It was several years ago when I worked on this project, but it should still probably work:)
Kind regards, Dmitrij
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