MailChimp Integration with Office 365, SharePoint and 100+

 

MailChimp Integration can be codeless with Microsoft Office 365, SharePoint, Dynamics, SQL and 100+ more data sources using the Layer2 Cloud Connector. Please take a look here for supported systems and applications.​

 

MailChimp data can be integrated and synchronized with Office 365, SharePoint

 

 

MailChimp is one of the leading email marketing services and the trading name of its operator, a United States company, founded in 2001. By June 2014 it was sending over 10 billion emails per month on behalf of its users. The MailChimp service is accessible both via its website and a smartphone app. For some features there is an offline application. MailChimp data can be connected and synchronized via the Layer2 Cloud Connector with SQL databases, ERP/CRM systems, collaboration environments like Office 365 and Sharepoint, spreadsheets like Excel or Google, and 100+ more local and cloud-based systems.

Features and Benefits of MailChimp Data Integration

 

MailChimp data integration via Layer2 Cloud Connector has the following features and benefits:

 

  • Connect and sync your MailChimp data with 100+ other data sources, e.g. native SharePoint lists in Office 365 or on-premises, keeping them always up-to-date.
  • High speed of implementation: No programming or tools required. Predefined sample connection templates included. Setup in a few minutes guided by wizards. Remote setup support (30 minutes are free).
  • Low risk in project: No installation or customizing for the SQL Server data sourceat the MailChimp or the data destination required. Just install the connector on a Windows computer in your network, in the cloud, or even your laptop.
  • Highest Security: Connection via secure web services (SSL). Disconnected systems: A connection is only required for data exchange – not for usage, e.g. MailChimp email sending. Users do not have direct access to external corporate data sources. You don't have to open your network for the Internet. The application runs where your data resides today - on a server or client inside your corporate network. No data is exposed to 3rd-parties or clouds.
  • Highest performance: Can manage very large data sets, also SharePoint lists and libraries. No 5,000 items limit. Can scale-out to multiple servers or to the Microsoft Azure Cloud, if required. No bulk-import, data changes are processed only.
  • Fully compatible with 3rd-party data providers: Data providers of the application vendors (e.g. Oracle, mySQL, IBM), 3rd-party data providers, or included Layer2 data providers can be used to access 100+ data sources.
  • Virtually any data sources supported: ODBC, OLEDB, OData, SOAP, Microsoft .NET based providers, Files (Excel, XML, CSV, Text), RSS / XML feeds, SQL databases like MS SQLSQL Azure, Oracle, MySQL, IBM DB2, IBM AS/400, IBM Informix; Notes, SharePoint, Office 365 (lists and libraries), local file systemcloud-based file storesExchangeActive DirectoryDynamics NAV/CRM, Navision, SAP and many more. More complex data sources, REST-based web services, custom COM, or .NET objects can be connected using 3rd-party add-ons. Cloud-to-cloud connections, e.g. to salesforce.comTwitter, Facebook, Google, Amazon, BOX.NET and others are also supported.
  • Layer2 CSOM Data Provider included: You can connect and sync your Capsule CRM data with SharePoint lists and libraries on-premise or in the Office 365 / OneDrive for Business cloud.
  • Layer2 File System Data Provider included: You can sync local files or file server shares with SharePoint Online or on-premises libraries, e.g. for backup, collaboration or mobile access. Optionally, you can sync metadata only - not the file itself. You can link to, for example, your own FTP/HTTP, to Azure, BOX, or SkyDrive / OneDrive to save space or use low-cost Office 365 plans. You can update file metadata based on SQL Server queries.
  • Layer2 OData Data Provider included: You can connect your Capsule CRM data to all OData sources, e.g. Microsoft CRM/ERP or SAP via NetWeaver.
  • Layer2 XML Data Provider included: You can connect your Capsule CRM data to any XML-based files and web requests, and filter results by using XPath query language.
  • Layer2 RSS Data Provider included: Please note that this provider is also included as sample source code to build your own provider.
  • Layer2 Exchange Data Providerincluded: You can sync Capsule CRM data like contacts, tasks, calendar events, notes, and email to Exchange using Exchange Web Services (EWS). Exchange 2007, 2010, and 2013 are supported as well as Exchange Online. Shared & Site Mailboxes supported.
  • Layer2 SOAP Web Services Provider: Connect MailChimp to SOAP-based web services codeless with flexible parameters.
  • Very flexible sync options:Uni- and bi-directional sync are supported (see known issues below). Execute a specific connection scheduled in background (Windows Service) or on demand (e.g. by command line). Sync all data or pre-selected subsets only. Select source and target folders, make use of additional no-delete, no-insert, no-update options.
  • Data type conversion included: Sync MailChimp data with SharePoint contacts and other lists with advanced options.
  • Process integration:Raise change notifications and start workflows in the cloud, triggered on external MailChimp data changes. Find your MailChimp data changes in Delve via Office Graph. All features of native SharePoint lists and libraries are supported, e.g. views, sorting, filtering, grouping, search, mobile and offline access, social features like tagging and enterprise metadata, RSS feeds, change notifications per email, or workflows in the cloud on external data change. You can also add your own business logic.
  • Mobile and offline access:You can sync MailChimp Data with Office 365 / SharePoint Online for data access from everywhere, with any device, at any time - also offline with write-back of changes.
  • Additional unmapped "SharePoint-only" columns can be created: Ranking, rating, managed metadata, comments or file attachments.
  • Data aggregation: Multiple connections can combine several different MailChimp data queries into one list.
  • Flexible logging and alerts: You can log to files, databases, and Windows Event Log via NLOG.
  • Free Shareware Edition: You can test the free Shareware Edition as long as you want or you can use in production with limited features. You can upgrade an evaluation / Shareware version to a licensed version at any time without new installation.
  • Flexible, cost-effective licensing: Personal or Professional Edition, depending on requirements. Licensing per installation (no user CALs, not bound to any SharePoint server or site, just a one-time fee - no data volume-related costs).

MailChimp Data Integration Specific Configuration Settings

 

​Let's take a sample MailChimp data set like ListMembers.

 

Mailchimp-Office-365-SharePoint-Integration-1.jpg

 

 

To connect to MailChimp data the data source or target entity must be configured as follows in the Layer2 Cloud Connector Connection Manager. No programming required, just a valid connection string and data query.

 

Mailchimp-Office-365-SharePoint-Integration-2.jpg

 

 

Please note the following specific settings.

 

  • To connect to MailChimp you need the RSSBus or CDATA ADO.NET Provider for MailChimp installed, some kind of driver - available from a 3rd party vendor. The data provider is not part of the package and must additionally be licensed directly with the vendor.
  • Select this data provider to connect. You will find specifications, e.g. supported data entities, query support etc. on vendor's home page.
  • You need to create or use existing API key in MailChimp (Account -> Extras -> API Keys)
  • You need to register your Cloud Connector as "Registered App" in MailChimp (Account -> Extras -> Registered Apps).
  • You need to use AppId, ClientId and ClientSecret in the connection string.
  • You can use a connection string like this to connect:
    API Key=myApiKey;
    OAuth Client Id=myOAuthClientId;
    OAuth Client Secret=myOAuthClientSecret;
    Initiate OAuth=GETANDREFRESH

  • The first time new credentials are used, your default browser will open a web page where you are asked to authorize access to your MailChimp account.
  • You can make use of all SQL queries that are supported by the data provider, for example:

    select * from ListMembers where ListId=myListId

  • You can map your data fields to specific external fields in the Layer2 Cloud Connector. Please take care about data types (simple type conversions are supported).
  • Please enter an appropriate primary key (column(s) with unique values), depending on query (see data preview for this), for example for ListMembers "Id, ListId, UniqueEmailId"
  • Data synchronization can be started manually in the Connection Manager, per command line or scheduled in background by the Layer2 Cloud Connector Windows Service. Only data changes are processed (no delete / bulk import).
  • No programming required for setup a connection and sync. No need to open your local network for access from outside.

 

After successful connection you can map the data fields / columns as follows.

 

Mailchimp-Office-365-SharePoint-Integration-3.jpg

 

 

After first sync you fill find your MailChimp data connected, e.g. to Microsoft Office 365 or SharePoint as follows.

 

Mailchimp-Office-365-SharePoint-Integration-4.jpg

MailChimp Data Integration Known Issues and Workarounds

 

MailChimp Data integration via Layer2 Cloud Connector has the following known issues and workarounds:

 

  • In some configurations there are issues with creating new items in MailChimp (insert operations). Email addresses are read-only in some cases and used as a primary key, that cannot be changed in MailChimp.
  • No known issues with read, update, delete operations.
  • The first time new credentials are used, your default browser will open a web page where you are asked to authorize access to your MailChimp account. That's why the above will not work with other Layer2 Data Integration tools like the BDLC. But no problem with the Layer2 Cloud Connector.

MailChimp Data Integration Scenarios

 

Just some ideas for MailChimp data integration and synchronization:

 

  • Sync MailChimp data with Microsoft SharePoint or Office 365 for better collaboration (for example with customers or partners) or for intranet publishing. You can use contact lists, or custom lists, e.g. for reporting.
  • Sync with local SQL or SQL Azure for better reporting via SSRS.
  • Sync MailChimp contacts with Microsoft Exchange (on-premises or online) and Outlook for better mobile access and offline availability on any device.
  • Connect MailChimp with Microsoft Dynamics CRM/AX/NAV and others (like SAP) via Layer2 Odata Data Provider.
  • Sync MailChimp Data with 3rd party tools based on SQL databases like Oracle, mySQL or Microsoft SQL Server (works great with ERP/CRM).
  • Connect MailChimp with Microsoft Excel or Google SpreadSheet for data exchange.

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