Install & Configure

Module Installation in Vtiger

  • Before installing the module in Vtiger, take a backup of your database and file.

  • If you are using Vtiger version 6.0, install the module by visiting CRM Settings → Module Manager → Install from zip

  • For Vtiger 7.0 users, Go to Settings → CRM Settings → Modules → Import the Module From Zip

  • Then upload the file and click on Import. Finally, select Import Now.

Module Configuration

Integrate MailChimp and CRM

To configure Vtiger MailChimp Plus integration,

  • For 6.5 users, Go to All → Marketing & Sales → MailChimpPlus → Settings → Edit

  • For 7.0 users, Go to Marketing → MailChimpPlus → Settings → Edit

  • Provide your MailChimp API Key.

  • Enable/Disable Contacts, Leads and Accounts modules to sync data between Vtiger CRM and MailChimp.

  • Sync only your specific records, by enabling Sync Selected Records?. To sync selective records, in every record edit view, check on the Sync to MailChimp field of MailChimp Information table.

  • To sync all your records as only Contact or Lead or Accounts, choose either one value from Default Module dropdown.

Cron Setup

To schedule your records to sync between VtigerCRM and MailChimp, you need to configure Cron.

  • Move to Marketing → MailChimpPlus → Cron

  • Choose all required List and the frequency of time to attempt sync.