How We Automated Contact Porting Between Sage Evolution and Active Campaign – Case Study

In this case study, we will explore how our custom integration solution successfully automated the contact porting process between Sage 200 Evolution and Active Campaign email marketing software. The client was facing challenges in manually adding, editing, and deleting customers in Active Campaign whenever changes occurred in their Sage Evolution ERP system. This resulted in time-consuming and error-prone tasks, leading to incomplete data porting. Our custom integration solution provided an efficient and accurate way to automate this process, ensuring seamless synchronization of customer data between the two systems.

Current Process & Problems:

The client's current process involved manually adding, editing, and deleting customers in Active Campaign whenever changes occurred in their Sage Evolution ERP system. This manual approach resulted in several challenges and inefficiencies:

• Time-consuming tasks: The user had to spend hours searching for new customers or changes in existing customer details within Sage Evolution. This process consumed valuable time and resources, impacting overall productivity.
• Inconsistent data porting: Manually updating Active Campaign based on changes in Sage Evolution led to inconsistencies and errors. Not all customers were being ported to Active Campaign, causing incomplete and inaccurate customer data in the email marketing software.
• Manual data entry: The user had to manually enter specific fields such as FirstName, LastName, Phone, Email, CompanyName & Group, and Lead from Sage Evolution to Active Campaign. This manual data entry process was prone to errors and added to the overall workload.

Solution:

Our custom integration solution addressed the client's challenges by automating the contact porting process between Sage 200 Evolution and Active Campaign. Here's how our solution worked:

• Custom Integration Development: We developed a customized integration module that seamlessly connected Sage Evolution and Active Campaign. The module was tailored to meet the client's specific requirements, ensuring a smooth and efficient data transfer.
• Real-Time Synchronization: Our integration module facilitated real-time synchronization between Sage Evolution and Active Campaign. Every time a new account or prospective customer was added, edited, or deleted in Sage Evolution, the changes were instantly updated in the Active Campaign automation.
• Field Mapping and Automation: Our integration solution mapped the relevant fields, including FirstName, LastName, Phone, Email, Company name & Group, and Lead, between Sage Evolution and Active Campaign. The module automatically transferred the data, eliminating the need for manual data entry and reducing the risk of errors.
• Error Handling and Validation: The integration module incorporated robust error handling mechanisms to identify and resolve any data inconsistencies or errors during the synchronization process. This ensured data integrity and accuracy between the two systems.

Benefits:

Our custom integration solution provided significant benefits to the client.

• Time and Resource Savings: By automating the contact porting process, the client experienced significant time savings. The hours spent manually finding and updating customer data in Active Campaign were eliminated, allowing the user to focus on more strategic tasks.
• Data Accuracy and Completeness: Our solution ensured that customer data in Active Campaign remained accurate and complete. Every addition, modification, or deletion made in Sage Evolution was automatically reflected in Active Campaign, preventing any inconsistencies or missing customer records..
• Enhanced Marketing Campaigns: With up-to-date and accurate customer data in Active Campaign, the client was able to run more effective marketing campaigns. They could segment their audience, personalize communications, and leverage Active Campaign's features to drive better engagement and conversions.
• Streamlined Workflow: The automated integration streamlined the workflow, reducing manual efforts and potential errors. The client experienced improved efficiency and productivity in managing customer data between the two systems.

Conclusion:

Our custom integration solution helped the client streamline their contact porting process between Sage 200 Evolution and Active Campaign. The solution improved efficiency, accuracy, and reliability of their email marketing campaigns. The client was satisfied with our solution and expressed interest in further enhancing their integration capabilities with other systems.

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