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 Mailchimpplus.zip 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.
Vtiger-MailChimp-Plus-API-configuration

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.
Vtiger-MailChimp-Plus-cron-setup