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Here you will find all the information you look for regarding the data sharing between Remarkety and the other apps of the marketplace 

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Interesting workflow you can accomplish with Remarkety on our MarketPlace

 

 

 When a customer is created in my e-commerce or CRM system, this contact is also created in Remarkety; when an update is made in one system, Remarkety is also updated.


Send automated email marketing to your customers, based on purchase history, and more.

For example:

  • Order follow up after 14 days, with product recommendation related to the last order.
  • Win back inactive customers




Data shared between Remarkety and other apps

 


CRM and Sales data shared

Entity

shared 

in Remarkety
Entity in Connec!™

From Remarkety to other apps

From other apps to Remarkety

Company

 
Organization
 

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ContactsPeople
 
Coming soon
 

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Inventory
 
Stock Level
 

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Invoices
 Leads  Organizations  
Invoices
 

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Products
  

 

 

Accounting data shared

Entity
shared 

From Remarkety to other apps

From other apps to Remarkety Accounts  Invoices  Journals  Opportunities  Payments  Purchase order  Sales order  Taxes  

HR data shared

Entity
shared

From Remarkety to other apps

From other apps to RemarketyEmployee salary  Employees  Pay item  Pay run  Pay schedule  Pay stub  Time sheet  Time activity  Work locations  

Other data shared

Entity shared

From Remarkety to other apps

From other apps to RemarketyTasks  Projects  

 

 

Item

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FAQ

In the following section add the main limitation / specific information regarding the data mapping of this specific entity as a Question/Answer, e.g.:

  

How can I share my customers on Quickbooks with my contacts and organizations in my CRM?

QuickBooks customers can correspond to contacts or organizations in your CRM, and here is how it works:

The only field required to register a customer in QuickBooks (and to send it to other apps) is "Display name as"
If you do not specify neither the "First name" or the "Last name" of your customer in QuickBooks, Connec! assumes that the customer is only an organization and it creates a new organization in your CRM, with "Display name as" (QuickBooks field) as the "Organization Name"
If you specify a "First name" or a "Last name", but do not specify a "Company" for your customer in QuickBooks, Connec! assumes that the customer is only a contact and it creates a new contact in your CRM, with "First name" and/or "Last name" (QuickBooks fields) mapped to "First Name" and/or "Last Name" in your CRM
If you specify in QuickBooks, for your customer, a "First name" or a "Last name", and a "Company", then Connec! creates a new contact and a new organization in your CRM, and the contact will be linked to the organization (field "Organization Name" in your CRM, field "Company" in QuickBooks)
  • Fields email, mobile and address are also sent from QuickBooks to your CRM.

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    My Existing Remarkety Contacts Don't Synch To Other Applications

    Remarkety currently only retrieves contact data from other applications via the Maestrano platform. A feature that pushes data from Remarkety to other applications is in development and will be coming soon.

    My contacts aren't synchronizing to Remarkety?

    Remarkety(eCommerce email marketing) only accepts contacts from other applications that have an email address attached to them. Your contacts will still synch to other applications that accept them without an email address. 

    Can I Manually Add Data To Remarkety?

    Yes, it is possible to manually add data, such as Contacts, to your Remarkety account. Keep in mind, until further development, any data added directly into Remarkety will not synch to other applications on the Maestrano platform.

    My invoices aren't synchronizing to Remarkety?

    Remarkety only accepts invoices if person_id field is mapped with the order entity. Here, invoice without customer is not displayed. Your invoice will still synch to other applications that accept them without customer.






    Team Work 

    All the apps available on Maestrano marketplace share data with Remarkety

    However, these three apps are the best matching for Remarkety  

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    Quickbooks

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    Shopify