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Customer Data Mapping – How to Sync Customer Data to Infusionsoft CRM

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Sync all of your marketplace’s customer data to your CRM.

So, let’s get started on how this can be accomplished.

There are three (3) steps to this process:

  • Step 1 – The Fulon dashboard will provide you with information about the custom fields that will be generated in your CRM system.
  • Step 2 – In the CRM System, you can build certain custom fields.
  • Step 3 – Locate the CRM Database Field name for each new custom field and update it in the Fulon app under Map Customer Data.

Isn’t it puzzling? 🙂 Let’s get into the specifics and I’ll walk you through the process.

By the way, if you don’t want to do the setup yourself, our expert team is available to assist you and do it for you. Simply send an email to info@fulon.co.

 

What is Custom Fields?

Many CRM systems, such as Infusionsoft, have common fields for customers and orders, and the majority of them are generic and apply to all businesses. However, as an Amazon Seller, we also like to have fields that are exclusive to Amazon customers and orders.

The more data we have, the more we understand our customers and the better our email engagements.

 

Infusionsoft Custom Fields

In the CRM, we will describe Custom Fields at two levels: Customer Level and Order Level

Customer Levels are further classified into six categories:

  1. Customer Value – This category will include customer life time data such as when they first bought, the date of their most recent purchase, the total ordered value, and so on. This is extremely useful material.
  2. Latest Order – This captures information about the customer’s most recent purchase order.
  3. Segmentation –  Entails updating the customer’s recency, frequency, and monetary rating.
  4. Recent Return
  5. Promotions
  6. Seller Feedback

Fulon Dashboard – Custom Fields

Before the Fulon app pulls data from Amazon and sends it to the Infusionsoft system. Those custom fields must be created in the Infusionsoft system and mapped in the Fulon Dashboard.

Custom fields can be found in the Fulon dashboard under “Personalize.”

The app has six (6) categories, as seen below:

Customer Value

Customer life time data, such as when they first purchased, the date of their most recent purchase, the total ordered value, and so on.

Customer Last Order

Segmentation

Recent Returns

Promotions

Seller Feedback

During the initial setup, those fields will be empty, and our task is to update the values in each field with the name of an Infusionsoft database field.

 

Setup in Infusionsoft System

  • Log in to your Infusionsoft account and choose Settings from the admin menu.

  • Under Settings, look for the heading Custom Fields, which has a drop down menu. Choose Customer and press the Go button.

  • You will have the option to add Tabs, Headers, and Custom Fields under that. First, we’ll create a Tab. Click Go after selecting the tab from the drop down menu.

  • Save the Tab with a name such as “UnifieCom.”

  • Afterwards, add the Header. Select Header and press the Add button. Save it with the name “Latest Order Details.”

  • Then, under the Tab “UnifieCom” and the Header “Latest Order Details,” add the fields. Customer Value is the first set of fields we’ll add. The process is the same now that we’ve added the Tab and Header. Click Add after selecting the Field from the drop down menu. Enter a name for the Custom Field and choose a field type. (We will include a list of all the fields and their types below so that you can use it when adding certain fields)
  • Select the Tab “UnifieCom” and the Header “Latest Order Information” from the Advanced Options menu and then press the Save the Field button.

 

  • When you save all of the fields, they will be added to the Tab “UnifieCom” and the Header “Latest Order Id.”
  • To add all of the custom fields, follow the steps in the image below. Make certain that the type you’ve chosen is right.

  • Once the custom fields are configured, we must locate the Custom Field Database Name in Infusionsoft and enter it into the Fulon dashboard. Click on View the field database name (for the API)

  • As shown below, it will open a new window with a list of the Database Field Names:

Don’t be concerned if your Database Field Name differs from the one shown in the screenshot. It might be different, and all you have to do is map those names in the Fulon dashboard.

  • Copy the Database Name and paste it into the Fulon custom field under PersonaliseMap Customer Data → Customer Value and click Submit.

  • Repeat the process of adding fields in Infusionsoft and updating the Fulon Map Customer Data.

Order Custom Fields Mapping

We’ll repeat the process with the Order Custom Fields.

  • Log in to your Infusionsoft account and choose Settings from the admin menu.

  • Under Settings, you’ll find the heading Custom Fields, which has a drop down menu. Click on Go after selecting Order.

  • Add the “UnifieCom” tab and the “Amazon Order Details” header, then fill in the fields below. Check to see if the field type is right. This is the same procedure as we used previously for Contacts.

  • Add the “UnifieCom” tab and the “Returned Details” header, then fill in the fields below. Check to see if the field type is right. This is the same procedure as we used previously for Contacts.

  • Now look up the Field Database Name.
  • Click View the field database name (for the API).

  • As shown below, it will open a new window with a list of Database Field Names.

  • Then, in the Fulon under “Map Order Data,” copy the field name and press Submit.

Now, it is very likely that we would make a mistake (due to our human nature) when performing this procedure, so it is important to double-check everything and ensure that everything is completed perfectly.

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