Skip to main content
All CollectionsIntegrationsGeneral documentation
Update and upgrade your integrations
Update and upgrade your integrations

Learn how to upgrade your old integrations to our new and improved integrations.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a month ago

Some of our integrations have been updated and rebuilt from the ground up on a new, better foundation, resulting in improved performance, an easier-to-use user interface, better logging, and, in some cases, updated functionality.

Upgrading your integrations to the new integration platform is a straightforward process. All you need to do is record your current settings, uninstall the existing integration, and reinstall the updated version. This article guides you through the process.


Before you start

Things you need to know:

  • This article uses the example of Google Sheets: Contacts, but the process remains the same for all upgraded integrations.

  • There are upgrades available for the following integrations:

Integration

New features

CVent

  • Improved Performance

  • Import mobile numbers

Eventbrite Check-in/Check-out

  • Improved Performance

  • Import mobile numbers

Eventbrite Event Sync

  • Improved Performance

  • Import mobile numbers

  • Import ticket-type data

Facebook Leads

  • Improved performance

  • Syncs mobile numbers and mobile-only contacts.

  • Support for data fields in ten languages.

Google Sheets: Campaigns

  • Improved performance

Google Sheets: Contacts

  • Improved performance

Google Sheets: Forms

  • Improved performance

Gorgias

  • Improved Performance

  • Import mobile numbers

SMS to Email

  • Improved performance

Trustpilot Product Reviews

  • Improved performance

Trustpilot Review Invites

  • Improved performance

Typeform

  • Improved Performance

  • Import mobile numbers

Yotpo Reviews*

  • Improved performance

Zoom

  • Improved Performance

  • Import mobile numbers

  • If you’re upgrading a Google Sheets integration, a new version of your sheet is created.

  • You must make a note of your current settings before upgrading your integration.

Yotpo users

Before following the instructions below, Yotpo users must disconnect the integration in Yotpo.


Watch the video


1. Uninstall your existing integration

  1. Go to Connect.

  2. Select the tile of the installation you want to uninstall.

  3. Select Settings, and make a note of your settings to use later.
    ​⚠️ The table Settings to note suggests some questions to help you note the right settings.

  4. To uninstall the application, select Delete, then confirm the deletion.

Settings to note

Integration

Settings to note

Facebook Leads

  • Which program are you syncing leads to?

  • Which lead ads are you syncing leads for?

Google Sheets: Contacts

  • What is the name of your spreadsheet?

  • Do you use a single spreadsheet, a daily spreadsheet, or a spreadsheet every 30 days?

  • For single sheets, are you updating or appending rows, and how often are you appending them?

  • What timezone are you using?

Google Sheets: Campaigns

  • What is the name of your spreadsheet?

  • Do you use a single spreadsheet, a daily spreadsheet, or a spreadsheet every 30 days?

  • For single sheets, are you updating or appending rows, and how often are you appending them?

  • How far back are you syncing data for?

Google Sheets: Forms

  • What is the name of your spreadsheet?

  • Are you updating or appending rows?

  • What timezone are you using?

  • Are you importing responses?

Trustpilot Product Reviews

  • What program are you enrolling reviewers into?

Yotpo Reviews

  • What program are you enrolling reviewers into?

SMS to Email

  • What number are you forwarding replies for?

  • What emails are you forwarding replies to?

  • What custom from address are you using to send the replies from?

  • What custom subject line are you using (if you're using one)?

Trustpilot Review Invites

  • What type of review are you sending invites for (product reviews, service reviews, or both)?

  • What is the waiting period between the order and the review invite?

  • What catalog are your products from (if you're sending product reviews)?

CVent

  • What types of contacts are you syncing (invitees, registrants, attendees)?

Typeform

  • What Typeform surveys have you mapped (this integration needs to be set up again for each survey)?

  • What list do you want to sync your contacts to?

  • Do you want to enforce double opt-in for new submissions?

  • What Dotdigital data fields have you mapped to your Typeform questions?

Zoom

  • What additional fields have been mapped?

  • What program is used for webinar attendees?

  • What program is used for those missing a webinar?

  • What program is used for registration?

Eventbrite Event Sync

  • Which organization are you connected to?

  • Which organizer do you want to sync events for?

  • Do you want to import attendees?

  • Are you syncing purchase/order data?

Eventbrite Checkin/Checkout

  • Which organization are you connected to?

  • Which event are you tracking enrollments for (this must be set up individually for each event)?

  • What program is used for check-in enrollments?

  • What program is used for check-out enrollments?


2. Install the new integration

Now you can reinstall the new and improved integration:

  1. Go to Connect > Integrations.

  2. Find the integration you want to install, then select +ADD.

  3. Read the Integration information, then select INSTALL.

  4. Follow the on-screen instructions to set up your integration.

You might want to use the settings information you copied in step 1.3.

Did this answer your question?