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

In this case study, we’ll discuss how our custom integration automated the contact porting between Sage 200 Evolution and ActiveCampaign. The client faced difficulties with adding, editing, and deleting customers in ActiveCampaign when changes happened in their Sage Evolution ERP system. This led to tasks that were time-consuming and prone to errors, resulting in incomplete data porting. Our integration solution streamlined this process, ensuring accurate and efficient synchronisation of customer data between the two systems.

CNet Software Solutions
CNet Software Solutions
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Current Process & Problems:

The client currently adds, edits, and deletes customers in ActiveCampaign manually when changes occur in their Sage Evolution ERP system. This manual process creates several challenges and inefficiencies:

  • Time-consuming tasks

    Users spend hours searching for new customers or updates in existing details within Sage Evolution. This takes up valuable time and resources, affecting overall productivity.

  • Inconsistent data porting

    Manually updating ActiveCampaign from Sage Evolution leads to inconsistencies and errors. Not all customers make it to ActiveCampaign, resulting in incomplete and inaccurate data in the email marketing software.

  • Manual data entry

    Users must manually enter fields like First Name, Last Name, Phone, Email, Company Name, Group, and Lead from Sage Evolution to ActiveCampaign. This process is error-prone and increases the overall workload.

Solution

Our custom integration solution solved the client's problems. It automated the contact porting process between Sage 200 Evolution and ActiveCampaign. Here’s how it worked

  • Custom Integration Development

    We built a custom integration module that linked Sage Evolution with ActiveCampaign. This module addressed the client's needs and ensured a smooth data transfer.

  • Real-Time Synchronization

    Our module allows real-time syncing between Sage Evolution and ActiveCampaign. When a new account or prospective customer is added, edited, or deleted in Sage Evolution, the changes update instantly in ActiveCampaign.

  • Field Mapping and Automation

    Our solution linked key fields such as First Name, Last Name, Phone, Email, Company Name, Group, and Lead between Sage Evolution and ActiveCampaign. The module transferred data automatically. This removed the need for manual entry and cut down on errors.

  • Error Handling and Validation

    The integration module had strong error handling. It spotted and fixed data inconsistencies during synchronisation. This kept data integrity and accuracy across both systems.

Benefits

Our custom integration solution offered great benefits to the client.

  • Time and Resource Savings

    By automating the contact porting process, the client saved a lot of time. They no longer had to spend hours manually finding and updating customer data in ActiveCampaign. This allowed them to focus on more strategic tasks.

  • Data Accuracy and Completeness

    Our solution kept customer data in Active Campaign accurate and complete. Each addition and modification was recorded properly. With up-to-date customer data, the client could run more effective marketing campaigns.

  • Enhanced Marketing Campaigns

    With accurate customer data in ActiveCampaign, the client improved their marketing campaigns. They could segment their audience, personalise communications, and use ActiveCampaign's features to boost engagement and conversions.

  • Streamlined Workflow

    The automated integration made the workflow smoother, cutting down manual efforts and errors. The client saw better efficiency and productivity in managing customer data between the two systems.

Our custom integration solution helped the client simplify their contact porting process. It connected Sage 200 Evolution with ActiveCampaign. This solution boosted the efficiency, accuracy, and reliability of their email marketing campaigns. The client was pleased with the results. They also showed interest in enhancing their integration capabilities with other systems.