Here you'll find useful information about the process of mapping and syncing Contacts with Profile data in APSIS One.


In this article


Synchronisation

There are two features that empower data transfer from Lime CRM into your APSIS One account: Real-time Sync and Full Sync.

Real-time Sync: Lime CRM only sends the contents of the created or updated persons to APSIS One. To handle this message, APSIS One utilises its integration middle layer to handle the operations related to consents and handling merging.

Full Sync: Lime CRM is not responsible for sending any of the data to APSIS One as a part of a Full Sync. Instead, APSIS One downloads all of the persons using Limes API. This puts the least amount of strain on Lime since it only needs to respond to standard requests. Messages generated as part of a Full Sync are put in the same queue as the Real-time Sync messages, promoting consistency between Lime and your APSIS One account.

Note that the Real-time Sync API does not accept any messages while profiles are downloaded for a Full Sync. This means that, for a short duration, a queue of messages might build up. However, these are re-sent to One after the full sync.


Sync Conditions

Use Sync Conditions to make sure that you only sync the Profile data that corresponds with your APSIS One Section. These conditions are useful to filter the data sent into APSIS One from Lime CRM, based on a specific value.

You may add multiple sync conditions to ensure that the right Profile data is always sent to the right Section.

How to Add Sync Conditions

1. Head over to the Integrations tab in your Section, locate Lime CRM, and click Edit.

2. Select the Sync Conditions tab.

3. Click Add New Rule.

4. Expand the drop-down menu under Lime CRM and choose a field.

5. Under Value, enter the value for this field. Profiles will only be created and updated as long as the customer data from your Lime CRM matches this value.

Repeat this process with as many conditions as you need.

6. When done, click Save.


How to set up Field Mappings

1. Head over to the Integrations tab in your Section, locate Lime CRM, and click Edit.

2. Select the Field Mapping tab.

3. Lime CRM's Email and ID Attributes will be auto mapped.

4. Click Add new mapping to map another Attribute. Repeat the process above for all the Attributes you wish to map with your Lime CRM account.

5. When done, click Save.


While the Real-time and Full Sync features are excellent at transporting your Profile data quickly, without mapping for consent it's hard to utilise the data in your email marketing campaigns.

The Consent tab allows users to map any Consent Type created in Lime to any Consent lists and Topics in your APSIS One Section.

Prerequisites

Before you begin your Consent Mapping there are a few things to consider:

  1. Do not use any system other than Lime to manage the consent of your Profiles.

  2. In order for the solution to work, it's required that the Consent plugin is installed on the customer's Lime CRM instance.

If any of these rules are broken, then the Consent Mapping will not accurately sync your contact's consent with APSIS One Profiles.

How to Set up Consent Mapping

1. Head over to the Integrations tab in your Section, locate the Lime CRM, and click Edit.

2. Select the Consent Mappings tab.

3. Under Lime CRM, expand the Contact Card drop-down menu and select a consent type.

4. Under APSIS One, expand the Consent List & Topics drop-down menu and select the Topic(s) within a Consent list you'd like to map with your Lime CRM subscriptions.

5. Under Channel Consent, select Email or SMS from the drop-down menu to choose which Channel your Profiles should have consent for.

If you wish to add consent for both channels, repeat this step. Both channels cannot be selected in the same mapping.

If you don't tick the checkboxes, Profiles will not gain consent for communications via SMS or Email, and you won't be able to send them emails or SMS messages with APSIS One.

6. Click Add new mapping to map another Consent list & Topic(s). Repeat the process above for all the Consent list & Topic(s) you wish to map with your Lime CRM account.

6. Click Save.

After completing these steps, it is essential to run a Full Sync. Find out how to do this by clicking the next step below.


How to Start a Full Sync

1. Head over to the Integrations tab in your Section, locate Lime, and click Edit.

2. Select the Full sync tab.

3. Click Start sync.

Profiles will then begin to sync with your customer entries in Lime!

This might take a while, depending on the amount of data synced by the integration.

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4. If you want to cancel the sync while it's in progress, click the Cancel Sync in the bottom of the screen.

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