Summary

The OM3 for Magento connector has additional options for configuring data synchronisation.

Enabling consent data to be synchronised to OM3

Please note

Synchronisation of consent data is supported only by OM3 for Magento v6.4.2 and above.

Consent is an agreement between you and your contacts about your intentions with their personal data.

To access consent configuration options, go to System > Configuration > DOTMAILER > Configuration > Consent.

From here, you can enter the consent text that's displayed on your newsletter signup page and your registration and checkout pages.

If you want this consent text to be synchronised to ConsentInsight in OM3, click Yes in the 'Import subscribers with their consent information' dropdown.

Configuring your data field values

To access the data field configuration options, go to System > Configuration > DOTMAILER > Configuration > Data Fields.

Data fields calculations from status

You can select which order status type or types are used when calculating contact data field values such as total spend, average order value or number of orders, for instance. This means you can exclude those that you don't want to impact upon the calculation at all.

To choose multiple statuses, hold Ctrl whilst selecting. 

Select Save Config in the top right. Magento will confirm that the settings have been saved.

Brand attribute

Depending on how your Magento site has been set up, it could be that you don't use the default manufacturer attribute to define a product's brand. This option allows you to select an alternative attribute for the brand related values which are synced.

Select Save Config. Magento will confirm that the settings have been saved.

Configuring advanced settings

To access advanced settings, go to System > Configuration > DOTMAILER > Developer.

From here, you can set some advanced settings, as well as manually run and reset synchronisations, under 'Developer'. If you're not a developer, then it's probably more likely that you'll want your developer to deal with this section. For instance, you can adjust your import settings, automap your customers' details to OM3 contact data fields, manually run synchronisations,  as well as reset/refresh synchronisations. This includes the ability to delete all contact IDs when wanting to synchronise with a different OM3 account and API credentials.

Sync memory limit (under 'Import Settings')

Click on the dropdown list to select No to use the system default memory or Yes to use the customer sync memory default.

Depending on your site's configuration you may not have either enough memory set in the PHP memory or too low a PHP timeout setting for our sync to work. As a default we use your site's default setting but selecting 'Yes' will set the timeout as 7200 and the memory as 512MB.

Select Save Config in the top right. Magento will confirm that the settings have been saved.

Contact sync size 

You can set the batch size limit you require for the amount of contacts loaded for every sync. Just type this number into the box and then click Save Config.

Settling upon the ideal number will best be arrived at via your own cut-and-try process, dependent upon your particular server specifications.

It is important to note this batch size is per website, as we sync details at a website level. A batch size of 1000 would be 4000 if your Magento site has four websites running on the same instance and linked to OM3.

Automap data fields (under 'Admin Tasks' in 'Sync Settings')

If you do not wish to manually map the key information that you store on customers from your Magento website to OM3 contact data fields, then you can use this option to do it automatically.

Click Run Now and the relevant contact data fields will immediately be created in your OM3 account to match your customer, address and sales information fields.

Delete all contact IDs

You may decide at a later date to synchronise your Magento site with a differentOM3 account, or even synchronise a different store front to a new OM3 account. To ensure this works correctly you will need to delete all the customer contact IDs that have been stored against the customers, as these are unique to the OM3 account.

Manually run sync 

Click on Run Now to manually run synchronisation on contacts, subscribers, orders, wishlists, reviews, quotes and catalog.

Refresh customers (under 'Reset Sync Options')

Clicking Run Now will refresh all of the customer data stored in OM3 that you've already imported from Magento, marking it all for import again and ensuring it's up to date.

Refresh subscribers

Clicking Run Now will ensure your subscribers to your Magento site are refreshed and added to your contacts, ensuring they are marked for import and will be included in the next scheduled sync.

FAQs

When I manually run a contact sync it's fine but when the cron runs nothing happens. Why is this?

The server user you use when manually running a sync is typically different to the user cron uses. If this is happening it is likely the cron user doesn't have the correct permissions on the /var/email/export folder.

When I manually run a contact sync I get an error about permissions. How come?

This normally happens when the var/export/email folder does not have the correct permissions to write and read the files the connector produces. To test whether this is the case, set the folder and subfolders as 0777 and run the sync again. You should see a sync success message.