Mailchimp Integration

Mailchimp Integration

Mailchimp Integration

The Mailchimp integration will sync list subscription information with Client Sense for any matching contacts
The service will run nightly but you can force an update at any time by clicking Run now

To enable Mailchimp integration you must 
  1. Be a Client Sense administrator
  2. Have a Mailchimp login

Mailchimp

  1. To obtain an API key for Mailchimp please see the section Find or Generate Your API Key and review steps 1-3 https://mailchimp.com/help/about-api-keys/#Find_or_Generate_Your_API_Key
  2. Ensure that you create a new key and name it Client Sense rather than using an existing key
  3. Be aware that an API key is the equivalent to a username and password

Adding the integration into Client Sense

Please ensure that you're a full Client Sense user to perform this step
  1. Launch Client Sense
  2. From the top right dropdown menu, select Integrations
  3. Click New Integration
  4. Select Mailchimp
  5. Populate the API Key field
  6. Click Save
  7. Click the gear icon to modify the integration
  8. Turn the service switch On
  9. Click Save
It's a good idea to run an initial sync after adding the integration, you can do this now
  1. Click the gear icon to modify the integration
  2. Click Run Now
  3. The initial sync will take some time - the gear icon on the integration will be replaced with a spinner while the sync is running