About the Efficy Enterprise Integration
Synchronise data from Efficy Enterprise to APSIS One - manage consent, sync contact data and automatically create Tasks with marketing automation. Read on to learn more about how the integration works!
In this Article
Full sync & Real-time sync
There are two features that empower data transfer from Efficy Enterprise into APSIS One: Real-time Sync and Full Sync.
A Real-time sync takes place whenever a contact card is created or updated in Efficy Enterprise. This results in a corresponding Profile being updated or created in APSIS One, matching the state of the contact in the Efficy Enterprise.
A Full sync systematically goes through all contacts in your Efficy Enterprise account and either creates a new Profile in APSIS One, or updates the existing Profile data. We recommended using this feature after setting up your initial mappings, or when you intend to sync new mappings.
How Profiles are synced
How Profiles are synced
When a Profile is created in APSIS One, it will receive the customer ID as a unique identifier, and Email and SMS consent is updated according to the chosen consent mapping. All data is written through Efficy Enterprise.
If a Real-time or Full sync detects a new email address for a Profile, the following will take place:
The new email address will be opted-in to all Subscriptions which the old address had given consent to;
The old email address will be opted-out from all Subscriptions and lose any consent, as it's no longer in use.
What can be Synced?
Sync the freely given consent stored on a Contact in Efficy Enterprise to a Profile in APSIS One. Without consent no communication can be send.
If a Contact in Efficy Enterprise decides to unsubscribe or a Efficy Enterprise user untick the consent box the corresponding Profile in APSIS One will also be opted-out. Read more about Consent Mapping.
With easy data mapping you decide what data should be synced.
Sync data from a Contact in Efficy Enterprise to Profiles in APSIS One. By mapping data fields to Profile Attributes in APSIS One Profiles will be updated with data from Efficy Enterprise at all times. Read more about Field Mapping.
Or create rich Queries in Efficy Enterprise and sync them directly into APSIS One to personalise your sendings even more.
Campaign Response Data such as Open, Click, Bounce, Unsubscribe, Sent, Delivered will be sent back to the CRM keeping your data hygiene to a high level.
Create a Task from a marketing automation flow and assign to a user in Efficy Enterprise
Create a seamless connection across teams by creating Tasks in Efficy Enterprise from any activity stored on a Profile in APSIS One. Read more.
Setting Up the Integration
The Efficy Enterprise integration is compatible with the following Efficy Enterprise build: Week 2022-08 - Setup Efficy 2021.25985. If you are unsure about whether your version supports the integration, reach out to your account manager.
Profiles in Efficy Enterprise are used to sync consent. If you have made customisations to how you use Profiles in Efficy Enterprise, please reach out to your account manager to ensure that this will not cause issues when syncing data.
To install the Efficy Enterprise integration, you will need an API key as well as the URL to your Efficy Enterprise account. Here's a short guide on how to create the API key you need.
All other configuration can be done directly in the APSIS One platform by following these steps.
How to integrate
Here's a summary of the process of integrating Efficy Enterprise with APSIS One. Click to jump right to a section in the article for a more detailed run-down.
1. Enable Efficy Enterprise with APSIS One with the API key.
2. Add Sync Conditions in case you only want a subset of your profiles to be synced with APSIS One.
3. Map data fields from the contact card in Efficy Enterprise to APSIS One Attributes.
4. Map consent. Set a checkbox for the mailing list Contacts can opt-in and out to, and Map it to Subscriptions in APSIS One.
5. Sync your data!
A complete CRM: sales, marketing, customer service, reporting. With Efficy CRM Enterprise, you can centralise all customer knowledge and standardise the 360° customer view.