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SmartEmailing Administration

Integration Configuration

  1. Go to Administration -> Integrations.
  2. Select SmartEmailing.
  3. Fill in:
    • Enabled: Checked.
    • Username: SmartEmailing username (email).
    • Password: API key.
  4. Save.

Custom Fields Synchronization

If you use Custom Fields in SmartEmailing and want them in the CRM:

  1. In the integration configuration, click the Load Custom Fields button.
  2. The system downloads field definitions from SmartEmailing.
  3. It automatically creates new fields in the Contact entity (with prefix smartEmailingCustomField...) and adds them to the detail layout.
  4. A "Rebuild" in administration is required for changes to take effect in the database.

Scheduled Tasks (Cron)

A job SESynchronize runs to download lists and statuses (SE -> CRM).

  • Class: Espo\Modules\SmartEmailing\Classes\Jobs\SESynchronize
  • Frequency: Recommended to run e.g., every hour or once a day.
  • Function:
    • Downloads all contact lists.
    • Downloads members for each list.
    • Updates relationships in CRM (ContactItem entity).