How to Connect Omnisend as Data Destination
The integration will allow you to automatically create new contacts or update existing ones in Omnisend based on data from your website, CRM, landing page, or Google Sheets. The contact will be added for the first time or updated if it already exists. This action ensures that your contact database is up-to-date and greatly simplifies further work with them in Omnisend.
Let's go through the entire Omnisend setup steps together!
Navigation:
1. What will the integration with Omnisend do?
2. How to connect Omnisend account to ApiX-Drive?
3. How can set up the selected action to transfer data to Omnisend?
4. An example of the data that will be sent to your Omnisend.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Omnisend as a Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, you must select Omnisend.
Next, you need to specify an action, for example, "Create/Update CONTACT".
-Create/Update CONTACT – the system will create a new contact in your Omnisend account or update an existing one if it already exists in the system, based on data from the Data Sources block.
The next step is to select the Omnisend account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
In the window that opens, you need to fill in your API key from Omnisend.
After that, the page will reload and the saved account will be automatically selected.
The API key is located in "Store Settings" under " API" your Omnisend account. If there is no generated API key, click Create, provide a name, select "Full acces" access, and click Create. Copy your API key and paste it into the appropriate field in your ApiX-Drive account.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this login!
Now you need to assign variables from the Data Source to the Omnisend fields you need.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list.
Now you can see the test data.
To check the correctness of the settings - click "Send test data to Omnisend" and go to your Omnisend to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Omnisend as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!