Mailchimp Connection

You’re now ready to get to the implementation part of the integration, but before you proceed, make sure you completed the following checklist:

• Account connected with Social Good Software.
• Personal account with Altru with selected roles.
• Account with Mailchimp.
• API Credentials with Mailchimp.
• Custom Attributes.
• Custom Note Type - Optional.

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 Data Bridge.
• Click “Next”.
• Select “Altru data”.
• Add the OData link from the previously created query for this specific connection.
• 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 “Mailchimp” type of widget from the dropdown menu.

• Click on “Next”.
• Click on “Create widget”.

Step 4: Connect Mailchimp widget to Altru

• Select the Mailchimp widget.
• Click on Settings.
• Click on Authorize Application.

• It will ask you to log into the Mailchimp account.
• Once inside, click on Allow.

Step 5: Configure Settings

• Click on the settings tab.
• Go to the gear icon to each item to select the Merging key, Merged columns, and Hidden columns.

Step 6: Altru Settings inside the Data Bridge 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 Activity tab.
• Click on “Request data”.
• Click on the Preview tab.
• Click on “SYNC Data”, and this starts the process of syncing your data.
• Review results in the Activity tab.
• Click on Settings, then Enable Integration.