Before You Begin
Ensure you have:
Admin access to your Dazos CRM instance
Access to CRM Settings and Data Mapping
Custom Sales Stages configured (if applicable)
Steps
Step 1: Enable Historical Data Sync
Open your Dazos CRM instance
Go to CRM → Settings → CRM Settings
From the Summary page, click Data Mapping
Open the Historical Data Mapping tab
Check Enable Historical Data Sync
Step 2: Verify Historical Data Workflows
Go to Settings → Workflows
Confirm that historical data workflows exist and are Active
If workflows are missing, return to Step 1 and ensure the checkbox is selected
💡 Tip: The system automatically creates required workflows when Historical Data Sync is enabled.
Step 3: Configure Complex Settings for Custom Sales Stages
If you have custom Sales Stages, you need to configure specific settings in the Historical Data Mapping:
In the Historical Data Mapping section, locate the complex settings
Set the Current Patient Stage for Dead Leads
Set the Current Patient Stage for Pending Admission
Ensure these settings match your custom admission stages
⚠️ Warning: Do not edit conditions or actions in this section, as these are system-level configurations.
Step 4: Update Historical Data for Existing Records
In the Historical Data Mapping screen, click the Update Historical Data button
This triggers a backfill process for existing records
Allow sufficient time for the process to complete (may take several hours to overnight)
Step 5: Sync Data to iCampaign
Once the CRM historical data is accurate and the backfill process is complete, click the Sync Data to iCampaign button
This syncs all historical records to iCampaign for use in marketing campaigns
Wait for the sync process to complete
Verification / Expected Result
After completing these steps, you should see:
New records: Update in real time with historical data
Existing records: Updated with historical values after the backfill process
iCampaign: Contains synced historical records for campaign targeting
Troubleshooting / Common Errors
Historical data not updating:
Verify Historical Data Sync is enabled
Check that workflows are Active under Settings → Workflows
Allow 24 hours for the backfill process before assuming there's an issue
iCampaign sync not working:
Ensure the historical data backfill process is complete
Verify CRM data accuracy before attempting the sync
Custom Sales Stages not working:
Double-check the Current Patient Stage settings for Dead Leads and Pending Admission
Ensure the settings match your actual custom admission stages