Crm lead export

From LoopFuse Wiki

Jump to: navigation, search

Note: This is as of 2.1.2 release.

Have a timestamp for the last time a list export was performed. Then when run the list generation for the export, only include registrations since that last export timestamp. Also make sure that list is sorted by oldest registrations first and newest last. This will ensure that newer registration data overwrites older registration data where there is overlap.

If is the first export to crm, then check to see if there is not already an existing lead within the crm with the same e-mail address. If there is, check to see if its modified date is before or after the timestamp for the loopfuse registration. If the crm lead is older, then do an update (otherwise don't do update). Either way, store the crm lead id so know to do update using id for existing crm lead within the crm.

If the lead is being updated (i.e. crm lead id already stored so know not initial export), verify that the lead within the crm has not been updated since the lead registration occurred before doing actual update. If it has been, don't update.

Personal tools