This article will walk you through how to sync additional fields between Copper and Mailchimp, including a Field Mapping Guide to ensure you have the correct matching field.
How to setup Field or Tags to sync between Copper and Mailchimp
Field Mapping Guide
Field Mapping FAQs
Setup Field or Tags to the Sync
By default, the integration will only sync first name, last name, and work email for each contact. You can expand on this through the Field Mapping settings.
To add more fields or enable tag syncing to your Copper x Mailchimp Sync, navigate to a Contact -> Related -> Mailchimp -> Sync.
Select the Rule you would like to update, you will adjust fields/tags that sync from Copper to and from Mailchimp seperately.
Enable Tags, or Match the Fields in Copper and Mailchimp, you will need to use similar field types to sync data between Copper and Mailchimp
Note: See our Mailchimp FAQs for field mapping and field syncing limitations.
After matching the fields in both Copper and Mailchimp, select "Add Selection" to save the new sync settings.
Field Mapping Guide:
If you plan to map an additional field from Copper to Mailchimp you'll need to create a new field in Mailchimp to recieve the field information from Copper:
Copper Default Fields:
Copper Field | Description | Notes | Mailchimp Field |
middle_name | text |
| Text |
prefix | text |
| Text |
suffix | text |
| Text |
address | address_object | Address object will be processed as a whole: street, city, state, postal code, and country.
As a minimum Mailchimp requires the following to be populated: street, city and post_code | Address |
assignee_id | assignee_lookup | Will require a further api call to FetchUserById to get the text value of the user name | Text, Dropdown |
company_name | text | Will only sync 2 ways for leads and 1 way (Copper to Mailchimp) for people | Text |
customer_source_id | source_lookup | A further call will need to be made to ListCustomerSources and then will need to locate the correct string value | Text, Dropdown |
details | text |
| Text |
monetary_value | currency |
| Text, Number |
socials | socials | Will need to use the socials_cateogry parameter from the root object. Will select the first instance | Text, Website, URL |
status | text |
| Text |
title | text |
| Text |
websites | websites | Will need to use the websites_cateogry parameter from the root object. Will select the first instance | Text, Website, URL |
phone_numbers | phones | Will need to use the phones_cateogry parameter from the root object. Will select the first instance | Text, Phone |
Custom Field Mappings:
CF | CT | CT Description | Notes | Mailchimp FIeld |
Text | 1000 | text |
| Text, Website, URL, Number |
Dropdown | 1080 | dropdown |
| Text, Dropdown, Radio |
Date | 1090 | date |
| Text, Date, Birthday |
Checkbox | 1100 | checkbox |
| Text, Radio, Dropdown |
Currency | 1030 | currency |
| Number, Text |
Float | 1040 | float |
| Number, Text |
URL | 1120 | url |
| Text, Website, URL |
Percentage | 1140 | percentage |
| Text, Number |
Field Syncing FAQs:
How are social field selected?
The default selection for socials is “Linkedin”. The sync will locate the first social url for LinkedIn and use that during the syncing process.
Which website field is selected?
The default selection for websites is “work”. The sync will locate the first website url for “work” and use that during the syncing process.
Which phone field is selected?
The default selection for Phone is “work”. The sync will locate the first phone number for “work” and use that during the syncing process.
Setting your checkbox field in Mailchimp
Checkbox will return a “True” or “False” value depending on if it is checked or not. Therefore if you are mapping a Copper Checkbox field to a Dropdown or Radio in Mailchimp, you need to ensure you have the corresponding options with the same text and case.
Setting your dropdown field in Mailchimp
If you are mapping a Dropdown from Copper to a Dropdown in Mailchimp ensure the options match exactly, also include an empty/blank selection as the first option in Mailchimp, to mirror Copper.
My URL field is not syncing to Mailchimp?
The URL field is not validated by Copper and if you map the URL field to the Website field in Mailchimp it will be validated by Mailchimp. If it is not a valid URL then it will not be updated.
My percentage field is not syncing to Mailchimp?
When syncing from a Mailchimp field to a Copper Custom Percentage field then the process will always round down the number to the nearest whole number.
How long does it take for an configuration update to be applied?
Any configuration updates (changes to field mapping or adding new ones) can take up to 1-2 hours to reflect in the sync process