perfectview-laposta integration | Combidesk

The PerfectView Laposta integration allows you to automatically import contacts from PerfectView into Laposta.

The integration between PerfectView and Laposta is very straightforward. The integration is fully automatic and runs every 60 minutes. Optionally, you can choose to have the integration synchronize in real-time.

Benefits

• This PerfectView integration allows you to synchronize both contacts and individuals to Laposta.
• Save valuable time and focus on what you do best with this integration, allowing you to automate the process of transferring data between PerfectView and Laposta.
• Your data in Laposta will always be up-to-date thanks to this integration with PerfectView.
• With less manual work involved, there is a reduced chance of errors, ensuring greater accuracy and efficiency.
• It's easy to set up and use. There are no downloads required, and you don't need to hire expensive developers.

Features

• From each contact person (from Customers, Prospects, etc.), the first name, last name, and email address are transferred. This means that the individual's personal email address is taken, not the email address of the organization.
• Changes to existing contacts and new contacts are transferred.
• Export existing PerfectView contacts to Laposta once at the beginning.
• Export PerfectView individuals to Laposta as well.
• Select the list to which newsletter subscriptions will be added.
• Unsubscribes in Laposta are passed back to PerfectView (opt-out).

FAQ

How often is the data synchronized?

This integration synchronizes automatically every 60 minutes by default. You don't have to do anything for it. If a synchronization fails, the integration will retry it in the next run. If the issues persist, we will notify you by email. If you prefer real-time synchronization, simply select this option at the bottom of the integration.

Which data is transferred?

For each contact person (from Customers, Prospects, etc.), the first name, last name, and email address are transferred. This means that the individual's personal email address is taken, not the organization's email address.

Is it possible to export existing contacts once using the integration?

No, unfortunately, that's not possible. However, you can easily manually export your existing contacts. You can put your existing contacts into Laposta by exporting them from PerfectView. To do this, go to "More" (on the left) and then select "Persons" / "Contacts". Under "Actions," you can export the data to Excel. It's recommended to include the names of the contact persons in this export so that you can use them to personalize your newsletters in Laposta. By default, the export includes the full name, initials, and preferred name in a single column. To separate them into individual columns, choose the "Copy" option under "Actions." You can add columns to the list, such as last name, middle name, and first name. Once you have created this export, you can easily import it into Laposta. Go to "Relations" and select the list where you want to import the data. Then click on "Add" and follow a few steps to import the file.

Can I segment based on characteristics with this integration?

No, unfortunately, that's not possible. Currently, the integration only synchronizes the first name, last name, and email address to Laposta.

Are new PerfectView contacts transferred to Laposta?

Absolutely 😀! New contacts are transferred through the integration. Changes in the first and last names of existing contacts are also reflected in Laposta.

How does opt-out work in this integration?

The integration only synchronizes PerfectView contacts that do not have an 'opt-out' status. If a Laposta contact unsubscribes from the newsletter, the integration will synchronize this opt-out status back to PerfectView.