Campaign Monitor Data Sync

Updated by Devinder Singh

This comprehensive document will walk you through the step-by-step configuration process for Campaign Monitor data sync and address its specific use cases.

Supported Objects

Byteline supports syncing the following data objects from QuickBooks:

  • Subscribers

Standard Data Sync functionality

Please refer to Data Sync - Getting Started for the standard data sync functionality. The getting started document covers the usage of data sync features valid for all integrations.

Configuring Campaign Monitor Data Sync

Step 1: Start the Sync Setup
  1. Log in to your Byteline account and navigate to the My Syncs page.
  2. Click on the "Create Sync" button to begin the configuration.
Step 2: Select Campaign Monitor as Your First App
  1. Choose Campaign Monitor as the first app to sync.
    Alternatively, you can select another app first and then pick Campaign Monitor as the second app.
  2. Click on the "Sign In" button under Campaign Monitor to connect it to Byteline.
  3. Now select the Subscriber for the data type to sync.
  4. Select the client for which the data needs to be synced.
Step 3: Connect the Second App
  1. Select the second app for syncing and log in to authorize the connection.
  2. Once connected, click "Continue" to move to the table mapping screen.
Step 4: Map Tables Between Campaign Monitor and the Other App
  1. Select the tables you want to sync between the two apps.
Step 5: Select Which Data to Sync

Step 6: Configure Field Mapping
  1. On the Field Mapping screen, drag and drop fields from the right panel into the mapped fields column to create mappings.
  2. To delete a mapping, click the X button next to the field.
  3. Select the sync direction at the field level using the arrow buttons.
    One-Way Sync: Data flows from one app to the other.
    Two-Way Sync: Data flows bidirectionally between both apps.
  4. Once your mappings are finalized, click "Continue.
Step 7: Sync Existing Data Configuration

Select the sync direction for your existing data:

Step 8: Review Sync Preview
  1. Preview the sync setup to ensure everything is configured correctly.
  2. If all looks good, click "Start Sync."
  3. Byteline will sync your existing data and make the sync live.

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