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Configure Dotmailer Integration

Install Extension

To configure dotmailer integration, ensure that you have dotmailer extension installed in your instance of OroCRM. For installation instructions, click here.

Create API Managed User on the Dotmailer Side

To configure integration with OroCRM on the dotmailer side, you need to create an API managed user. In order to do that:

  1. Log in to dotmailer.

  2. Navigate to your name in the upper-right corner of the page.

  3. Click Users in the dropdown menu.

  4. Select the API Users tab.

  5. Click the New User button.


    ../../../../_images/dotmailer_account_users.jpg

Your unique email address will be generated in the Email Address field. You need this email address to configure OroCRM integration with dotmailer.

6. Next, create and confirm your Password. The Description field is optional. Mark your user Enabled and click Save to proceed.


../../../../_images/dotmailer_api_users_new_user_details.jpg

Create Integration on the OroCRM Side

  1. Log into OroCRM and navigate to System>Integrations>Manage Integrations.

  2. Click Create Integration in the upper-right corner of the page.


    ../../../../_images/oro_create_dotmailer_integration_new.jpg

  3. Next, complete the following fields:

    FieldDescription
    TypeSelect dotmailer from the list of integrations available in the dropdown.
    NameEnter the integration name to refer to within the system.
    UsernameEnter an API user name from your dotmailer Manage users page.
    PasswordEnter the password you set for your API user on the dotmailer side. Click Check connection. Connection Successful message indicates that connection to dotmailer has been established.
    Client IDDotmailer uses OAuth 2.0 to provide single sign-on. Client ID is the ID of the OAuth 2.0 making the request. Single sign -on provides the means for a dotmailer user to log into their account just once, removing the need to constantly re-enter credentials. To register to use OAuth you will need to be on an dotmailer Enterprise license and to contact your dotmailer account manager. More information on sign-on is available in the Configure Single Sign-on section of the guide.
    Client Secret keyThe pre-shared client secret, used to authenticate your application when making token request.
    Custom OAuth DomainEnter custom domain if it is used in dotmailer. By default https://r1-app.dotmailer.com/ is used.
    Default OwnerSelect the owner of the integration. The selected user will be defined as the owner for all the records imported within the integration.

Once all the details of the integration have been specified, click Save and Close.

As soon as the integration is successfully configured, it will appear in the integration grid.


../../../../_images/oro_dotmailer_integration_grid.jpg

In addition, dotmailer menu group will become available under Marketing in the main menu.

Dotmailer menu group contains the following sections:


../../../../_images/o_dotmailer_main_menu.jpg

Sync Dotmailer Integration

In order to sync dotmailer integration:

  1. Navigate to System>Integrations>Manage Integrations.
  2. Select the newly created integration.
  3. Click Schedule Sync in the upper-right corner of the page.
Browse maintained versions:2.62.32.01.12
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