The Mailchimp Integration for use with Mailchimp installation package includes two components:
- The Maximizer Connect Windows Service; which runs as a background service to synchronize data between Maximizer and Mailchimp.
- The Configuration Web Application for Maximizer Connect; which installs a following tab in Maximizer Web Access that allows you to configure the Maximizer Connect and to view Mailchimp information for your Maximizer entries.
These components may be installed on the same server or on different servers. However, the Configuration Web Application for Maximizer Connect must be installed on the same server where Maximizer Web Access is installed.
| Once you have completed the setup of both components; and have completed the Maximizer and Mailchimp configuration; you must restart the server where the Maximizer Connect Windows Service is installed in order to start the service and for the changes to take effect. |
Maximizer user for synchronization service
The Mailchimp Integration requires a dedicated Maximizer user to be used by the synchronization service. The service user should be used solely by the Maximizer Connect service; and should not be used to log in to Maximizer for any other reason. To prevent the user from logging in to Maximizer; the dedicated user should be enabled for Service Access but should be disabled for all other access methods.
The service user must have the permissions listed below. If the user does not have sufficient permissions; it will result in errors during synchronization.
- Address Book Entry Permissions – The user must have Read, Insert, and Modify permissions for Address Book entries.
- User-Defined Fields Permissions – The user must have Read, Insert, Modify, and Delete permissions for User-Defined Fields.
- Access to Address Book Entries – The user must have Full access to all Address Book entries that are synchronized by the service.
- Access to User-Defined Fields – The user must have Full access to all of the user-defined fields required by the service; as well as any user-defined fields specified by a custom mapping.
| Prior to installing the Maximizer Connect Windows Service you must have the user’s credentials available; as they are required to complete the setup of the service. |
To create a sync user
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In order to perform this procedure; you must have the Administrator role in Maximizer. You must use Maximizer Web Access Administrator to create the sync service user; as the Service Access module login setting is not available in Maximizer Windows Access Administrator. |
You can create a new user account for use by Maximizer Connect in Maximizer Web Access Administrator. To log in to Web Access Administrator; hover your mouse over the Administration menu in Maximizer Web Access and select Administrator.
- In the left pane; click Users. The list of users is displayed.
- Click Add. The Copy User’s Properties dialog box opens.
- Click OK.
- In the General tab; fill in the basic information for the user.
- Enter a unique User ID for the user. Make a note of the User ID you choose; as you will need it later to configure the Sync Service User.
- Enter a Last name and Display name for the user. The Display name will appear in the Created by and Last Modified by fields for synchronized entries; so you should enter a display name that you will recognize as belonging to the Maximizer Connect user.
- Enter an Email address for the user.
- Under Module login; ensure Enabled is selected for Service access and Disabled is selected for Web access.
- Select the Access Rights tab.
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Click Modify User Access Settings to set the access settings for the user.
- Under Permissions; ensure that Read; Insert; Modify; and Delete permissions are granted for Address Book; User- defined fields; and User-defined field setup.
- Under Privileges; ensure Modify other users’ private entries is checked.
- Click Save Settings.
- Click Save.
- Select the user in the list and click Password. The Change user’s password page opens.
- Enter and confirm the new password for the user. Make a note of the password you entered; as you will need it to configure the Sync Service User.
- Click Save.
To install the Mailchimp Integration
| You must install Maximizer CRM Server Group or Enterprise Edition before you install Maximizer Connect. |
You may choose to install these components on the same server or on separate servers. If you choose to install these components on separate servers; you should install the Maximizer Connect Windows Service first.
- Double-click the MCIInstaller.msi file to open it. The Maximizer Connect for use with MailChimp setup wizard opens.
- Click Next.
- Accept the license terms and click Next.
- Select the Maximizer Connect Windows Service and Configuration Web Application for Maximizer Connect checkboxes to install both Maximizer Connect components; and click Next.
- Install the Windows service and configuration web application on separate servers by selecting only one or the other option on this screen.
- Enter your server information and click Next.
- Keep the following points in mind when filling in the values for these fields:
- The Address Book Name field should contain the database name of the Maximizer Address Book that you want to synchronize with MailChimp.
- The Maximizer Web Access URL is the address of Maximizer Web Access; and should look like the following: https://[servername]/MaximizerWebAccess where [servername] is the address where the Maximizer Components for Microsoft IIS are installed.
- The Maximizer.Web.Data URL is the address of the Maximizer.Web.Data service on your Maximizer Web Access server; and should look like the following: https://[servername]/MaximizerWebData/Data.svc where [servername] is the address of your Maximizer Web Access server.
- Specify the setup path for the Maximizer Connect Windows Service; and click Next.
- Enter the details for the User ID and Password; and click Next. The User ID and Password fields should contain the credentials of a Maximizer user with Full access to all entries in the synchronized Address Book.
- Select the WebSite in Microsoft Internet Information Service (IIS) in which to install the Configuration Web Application for Maximizer Connect; and click Next. This step only applies if you selected the option to install the Configuration Web Application for Maximizer Connect component.
- Click Install; and Finish when done.