Constant Contact Connection

You are now ready to get to the implementation part of the integration. Before you proceed, make sure you have completed the following checklist:

• Account connected to Data Bridge.
• Personal account in Altru with selected roles.
• Account in Constant Contact.
• API Credentials with Constant Contact.
• Custom Attributes.
• Custom Note Type.

Step 1: Login

• Log in to the application.
• Click on “Data Bridge”.
• Click on “+ Create Data Bridge”.

Step 2: Create a Data Bridge

• Enter the name of the Data Bridge.
• Click “Next”.
• Select “Altru data”.
• Add the OData link from the previously created query.
• Click on “Next”.
• Click on “Create Data Bridge”.

Step 3: Create a widget

• Click on the widgets tab.
• Click “+ Create Widget”.
• Name the widget.
• Click next.
• Select the Constant Contact type of widget from the dropdown menu.
• Click on “Next”.
• Click on “Create widget”.

Step 4: Connect Constant Contact widget to Altru

• Select the Constant Contact widget.
• Click on Settings.
• Click on Authorize Application
• Enter the Constant Contact credentials and follow the process

Step 5: Configure settings

• Click on the
• Click on SYNC Activity.
• Click on Request Data.
• A pop-up window will open to confirm the request of data.
• Click on Request Data again and wait a few seconds for the data download to be completed.
• Click on the settings tab.
• Click on each gear icon to each item to select the Merging key, Merged columns, and Hidden columns.

Step 6: Data Bridge Settings inside the Widget

• Map fields for the constituent.
• Click the little gear icon.
• Verify if the mapping of each field is correct.
• Click on Save.

Step 7: Testing and verification

• Click on the Test Integration button to display your test results. If your test fails, more than likely, it’s because you are missing the correct permissions.
• Close the dialog.
• Click on the Preview tab.
• Click on "SYNC Data," and this initiates the data synchronization process.
• Review results in the SYNC Activity tab.
• Click on Settings, then Enable Integration.

This depends on the size of your list; for example, if your list size is 1,000 contacts, it takes five minutes to complete the sync process.