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Database sync for importing contacts
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== Step-by-Step Instructions == To set up a database sync, perform the following steps: 1. **Add Sync**: - Click the '''Add Sync''' button. 2. **Complete the Sync Fields**: - On the Database Sync page, fill in the necessary fields, including the '''Sync Name''' and '''Database Connection Details'''. Remember, only MySQL is supported. 3. **Select a List**: - Using the dropdown menu, select a single '''list''' to which you will add your contacts. 4. **Choose the Table**: - Click on the table you wish to sync and then click '''Next Step'''. 5. **Map Your Fields**: - If your external table contains tags that you wish to import, select '''Tags''' from the field dropdown and then click '''Next Step'''. 6. **Rules and Sync Options**: - You can set up '''rules''' for your sync on the Rules and Sync Options page. These rules allow specific conditions to be applied to the contacts being imported. For example, you can create a rule that only includes contacts where the field 'ID' is greater than 1. 7. **Choose Sync Options**: - You have three import options: * '''Delete all items that are not affected by the sync each time the sync runs''': This option removes contacts from your ActiveCampaign account that are not present in the external database. * '''Update existing contacts''': This allows any existing contacts in your ActiveCampaign account to be updated with new information from the external database. However, if a contact is unsubscribed, they will remain unsubscribed even after being synced. * '''Send the last broadcast campaign when importing''': Select this option to send your last campaign to each contact as they are imported. 8. **Review Options**: - Once all options are set, choose to add, test, or run your sync: * '''Add''': Saves the sync configuration for future use. * '''Test''': Displays how many contacts would be synced without actually performing the sync. * '''Run''': Immediately executes the sync. 9. **View Sync Report**: - After running the sync, you can view the synchronization report by clicking '''View Report'''. This report displays the number of items synced, items that were not synced, and reasons for any failures.
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