To allow customer, guest and subscriber/unsubscriber synchronisation to take place between Magento and Dotdigital, you must enable all of the Customer Sync, Guest Sync and Subscriber Sync. This will ensure customer, guest and subscriber/unsubscriber information is continually shared across your Magento and Dotdigital accounts, running and updating at regular intervals.
Enabling customer, guest and subscriber/unsubscriber synchronisation
To enable this synchronisation, follow these steps:
- Go to System > Configuration > Dotdigital > Sync Settings.
- Under the 'Sync' section, select the 'Enabled' dropdowns for 'Customer Sync', 'Guest Sync' and 'Subscriber Sync' and ensure all are set to Yes.
- Click Save Config in the top right. Magento will then confirm that the settings have been saved.
Customer, guest and subscriber/unsubscriber synchronisation will now take place as scheduled between Magento and Dotdigital.
Note: you can change the contact synchronisation batch size in the 'Developer' section, next to where it says 'Contact Sync Size' under the 'Import Settings' area. Settling upon the ideal number will best be arrived at via your own cut-and-try process, dependent upon your particular server specifications.
I have enabled these syncs but why aren't contacts appearing in Dotdigital?
It can take 15/20 minutes from enablement for contacts to appear in your Dotdigital account. After enablement, data needs to be batched and added to the importer and then the importer needs to process the import. Read more in our Data syncing - Checking progress article.
Please comment underneath with any further questions you may have.
The above also applies for Magento 2.0, with the only difference being that the 'Sync' section is found by going to Stores > Configuration > Dotdigital > Sync Settings.