Configuring the integration in Emarsys
To begin the integration process, API credentials must be created within your Emarsys account. Please note that only users with Full Admin access can view and manage these settings.
Navigate to the left-hand menu and go to Management > Security Settings.
In the Security Settings section, locate the API Credentials area.
Click to create new API credentials.
When prompted to choose a type, select WSSE as the credential type for charles.
Ensure the necessary permissions are enabled.
- contact.getdata
- contact.single
- Update contact.update
- export.contact.changed
- export.contactlist
- export.download
- export.segment
- export.status
- field.get
- field.list
- field.multichoice.get
- field.singlechoice.list
- field.singlechoice.lang.list
- field.singlechoice.trans.list
- segment.get
- segment.list
- segment.contact.list
- combinedsegment.list
Important: Before leaving the page, make sure to copy the client secret, as it will not be shown again.
Configuring the integration in charles
Go to Settings > Integrations > Marketplace > Find Emarsys and select Connect. A pop-up will appear. There are 5 steps to complete the integration.
Initial configuration:
> Type a name
Connection:
> Set up the connection using the Emarsys API credentials (ID and Secret):
Username=ID, Secret=Secret Key.
Contact Import:
> Select Segments, which you'd like to import from Emarsys to charles.
> Import fields from Emarsys to charles by mapping them. You may map up to 20 fields. E.g.: Birthdate, Address and etc.
> Map a field "Opt in", to map it, please refer to the 4th step of this instruction.
If you want to add additional custom fields, please first create the custom properties in Charles. Once that's done, you can map them in the third step of the Emarsys integration setup.
Opt-in Export:
Everytime an end-user grants or withdraws an opt-in on charles, then we will send this information to Emarsys.
> Create a custom property in Emarsys. Name: no hard requirement, for example “WhatsApp opt-in”, field type: text
> Map the field in the 3rd step in charles.
Webhooks:
Below is a webhook you can use in Emarsys workflows. You can find more details on how to set up Emarsys automation using a webhook here.
Tada! You have successfully integrated Emarsys and can start setting up Emarsys x charles automations💛
Integration Details
Import from Emarsys
You can configure the segments that should be imported from Emarsys in the settings of the integration.
After configuring the integration, the configured segments will be imported once.
Afterwards, they will be imported incrementally every 12h.
During the import, we will stitch/merge the new contacts to existing contacts based on the phone number and email address.
After the contact is stitched, the latest opt-in status will be synced with Emarsys.
Every 12 hours we import the latest changes in contacts. Only fields that are selected in the field mapping are taken into account to determine whether the contact is updated.
Limitations:
> 20 custom fields is the maximum you can import
> 500k contacts is the maximum size a segment should have for the import into charles
Import Emarsys contacts into charles
