Before You Begin
Ensure your referral sources and contacts are already mapped in CRM iCampaign Mapping
Consider your iCampaign subscriber limits - if you have many leads, accounts, referral sources, and contacts but a low subscriber limit, clarify with your customer which contacts should be synced to avoid exceeding limits
Be prepared to wait - sync can take several minutes for large amounts of data
Steps
In your CRM, navigate to Settings
Select CRM Settings
In the right-hand navigation, click Configuration
Select CRM iCampaign Mapping
Click Sync Records
If prompted, enable iCampaign Subscriber sync (recommended for most implementations)
Verification / Expected Result
After running the sync, your mapped referral sources and contacts should appear in iCampaign. Note that the sync process may take several minutes to complete, especially for large datasets.
Troubleshooting / Common Issues
Data still not appearing: Wait a few minutes for the sync to complete, especially with large amounts of data
Subscriber limit concerns: Review which contacts you want to sync before running the process to avoid exceeding your iCampaign subscriber limits
Sync fails or times out: Contact Dazos Support for assistance with large data sync issues
Related Resources
If the sync process doesn't work as expected or you encounter errors, please submit a support ticket for further assistance.