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Dotdigital Contact from iPaaS

Updated this week

Summary

This document outlines the process for synchronizing Contact records from iPaaS.com to Dotdigital. The integration uses an Add/Update sync method, pushing records from iPaaS to Dotdigital's Contact API to ensure contact lists remain consistent across both platforms.

Field Constraints

  • EmailAddress: Must be unique, with a maximum length of 255 characters.

  • FirstName: Maximum length of 50 characters.

  • LastName: Maximum length of 50 characters.

Integration Settings

  • Mapping Status: Enabled

  • Trigger Events: The sync is triggered by Contact Add or Contact Update events in iPaaS.com.

  • ID Format: When manually syncing a contact, you must use the contact's Email Address (e.g., john.doe@example.com) as the unique identifier in the manual sync page input field.

Custom Field Support

Dotdigital uses data fields (custom fields) to store additional contact information. These fields can be accessed and mapped within iPaaS.com.

Formula Template

To map a value to a Dotdigital custom field from iPaaS.com, you can use the following function format:

return GetValueFromCustomField(customfields, "[CustomFieldName]");

Replace [CustomFieldName] with the name of the data field in Dotdigital you wish to populate.

Navigating to Custom Fields in Dotdigital

You can find and manage your custom data fields in Dotdigital by navigating to: Settings > Contacts > Contact data fields

System Caveats

iPaaS.com

  • If the EmailAddress field is missing, the record will be rejected and will not be sent to Dotdigital.

  • Updates to existing contacts require a matching EmailAddress.

Dotdigital

  • The Email address is a mandatory field for all contacts.

  • Duplicate email addresses are not allowed; the integration will update an existing contact if the email already exists.

Setup & Authentication

iPaaS.com Configuration

  • The Dotdigital connector must be enabled in your subscription.

  • Define the mapping rules for the standard and custom contact fields.

Dotdigital Configuration

  • Authentication: The integration requires an API user with valid credentials (API Key/Token).

  • Permissions: Ensure the API user has the necessary permissions to access the Contacts API.

Integration Flow

  1. A contact is created or updated in iPaaS.com.

  2. The mapping transforms the iPaaS fields according to the defined rules.

  3. The record is pushed to Dotdigital via the Contacts API.

  4. Dotdigital validates the data, particularly the Email, and either inserts a new contact or updates an existing one.

Mappings

Mapping Type

Source Field (iPaaS)

Destination Field (Dotdigital)

Description

Field

EmailAddress

Email

Required. The primary identifier for the contact.

Field

FirstName

FirstName

Recommended. The contact's first name, used for personalization.

Field

LastName

LastName

Recommended. The contact's last name, used for personalization.

Static

Unknown

OptInType

Sets the opt-in type. Other values include Single and Double.

Static

HTML

EmailType

Sets the contact's preferred email format (HTML or Plaintext).

Error Handling

Missing Email

  • Description: The EmailAddress field is null or empty.

  • Resolution: The record is rejected by Dotdigital. Ensure every contact has a valid email address in iPaaS.com before syncing.

Invalid Email Format

  • Description: The provided email does not follow a valid format.

  • Resolution: An error is returned from the Dotdigital API. Correct the email format in the source system.

Duplicate Email

  • Description: A contact with the same email address already exists.

  • Resolution: The integration logic should be configured to update the existing contact record instead of attempting to create a new one.

Testing & Validation

Test Scenarios

  1. Valid Contact Sync: Create a new contact in iPaaS.com with all required fields.

    • Expected Outcome: The contact is created successfully in Dotdigital.

  2. Missing Email: Attempt to sync a contact without an email address.

    • Expected Outcome: An error is logged, and the contact is rejected by Dotdigital.

  3. Duplicate Email: Create a contact in iPaaS.com with an email address that already exists in Dotdigital.

    • Expected Outcome: The existing record in Dotdigital is updated with the new information.

Validation Checklist

  • The EmailAddress is populated and synced correctly.

  • The email format is validated.

  • FirstName and LastName are synced within their character limits.

Additional Notes

  • Be mindful of API rate limits from Dotdigital, as they may delay large-volume syncs.

  • Dotdigital may automatically normalize data, such as trimming extra spaces from names.

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