View MailChimp Data in Sugar

The Basics

There are essentially three views of your MailChimp data from within Sugar.

Viewing in Sugar 7

Uses Dashlets

• introduced in Sugar7 as a way to quickly view data
• quickly added from each page that the view is on
• needs to be setup for each Sugar User

How to Setup the MailChimp Activity Dashlet in Sugar 7

Any version of Sugar 7 will use dashlets to view your MailChimp data. Every dashlet installation is very similar The following guide will show you how to setup Sugar to view your subscriber activities. You can follow the links above to see how to view your Campaign Summaries and MailChimp List Settings!

Give your Sugar users a way to peak into the MailChimp Subscriber activity to see what their Targets, Leads, Accounts and Contacts have been receiving and clicking. The setup for this varies depending on which version of Sugar you are using.

With version 7, Sugar introduced a new way to display data from other systems using intelligent dashlets. SugarChimp utilizes these dashlets to show you MailChimp Subscriber activity when looking at a specific Contact, Account, Target or Lead. Here's how you enable it:

In Sugar, go to one of your Contacts, Targets, Leads or Accounts. It works best if you go to a Contact that you know has an email address and has received something from you in MailChimp. If you do not have one, any Contact, Target, Lead or Account will work.

On the right side of the page, you should see your a column for your dashlets. At the top, there will be a menu labeled "Create". Click the drop down arrow next to it and select "Edit".

NOTE: If you do not see an "Edit" button, then you are in the Help Dashboard. Directly left of your "Create" button, is a dashboard drop down menu. Choose any other dashboards and go back to the "Create" menu drop down. The "Edit" button should be there now.

Your Dashboard is now in edit mode. Scroll to the bottom of the Dashboards and click "Add a row". Then in the same spot click "Add a Dashlet".

A new page will appear. Click "select and edit" the MailChimp Activity dashlet from the list. Then click "Save".

And then click "Save" again to save the dashboard.

That's it! If the Contact has MailChimp activities, they will show up here. Follow the same exact steps for the Lead, Target and Account modules if you would like to see their activity dashlet.

How to Setup the MailChimp Activity Dashlet in SuiteCRM, Sugar 6.5 and 6.7

In Sugar 6, Sugar provides a tool called "Connectors" to display data from 3rd-party resources. SugarChimp utilizes these connectors to show you MailChimp Subscriber activity when looking at a specific Contact, Account, Target and Lead. Here's how you enable it:

In Sugar, go to Admin and click on the "Connectors" link.

Click on "Enable Connectors". Click on the "MailChimp Activities" tab. The right column will show a list of all available modules in SugarCRM. Click and drag the Contacts, Targets, Leads and Accounts modules to the left column. Then click "Save". This will enable the connector for those modules.

At this point your MailChimp Subscriber Activity Connector is enabled. Go to a Contact that you know is in MailChimp. You should now see a small MailChimp logo next to their name.

If you click on the icon, the activity data will be loaded from MailChimp and displayed on the screen.

If for some reason the icon does not show, you may want to go back to Admin > Connectors and go to the field mapping settings. If you do not have the 'name' field displayed on your detail view, the icon will not show. In the field mapping settings, you can select which field the MailChimp icon shows up next to. Select the field and save, then go back to your contact to see if the MailChimp logo appears.

Now, don't forget to learn about your other MailChimp Views: * [MailChimp List View](/docs/SugarChimp/view-mailchimp-list-data) too! * [Campaign Summary Reports](/docs/SugarChimp/view-mailchimp-campaign-summary-report-in-sugar/)