Send Emarsys User Data to Insider

You can configure the Insider One Connector for Emarsys to allow user data to be sent from Emarsys to Insider One via Insider One's InOne panel.

 With this guide, you can find answers to the following questions:

• What are the use cases for Emarsys integration?
• What should I do before the Emarsys configuration?
• How can I set up Emarsys?
• How can I authenticate the Connector for Emarsys from Insider One's InOne panel?

Use Cases

By leveraging the Insider One and Emarsys integration capabilities, you can easily send the data from Emarsys to Insider One and utilize Insider One's extensive capabilities. Using the Emarsys connector enables you to sync:

• The selected user data from the contact list.
• User email opt-in information.
• Email, phone number, and name, as well as other attributes from Emarsys.

During configuration, you can also set some filters to decide which data should be synced. For example;

• You can get users whose emails do not contain “@yourbrandname.com”
• If the Phone Number in Emarsys has a value, the integration process will continue, and those without a phone number will not be transferred.

After having set up the data connection, you can enable such use cases:

You can transfer all the data from Emarsys to Insider One and use this data in Insider One products. For example, you can pass the data from Emarsys to Insider One, create segments with this data, and send an email campaign to those in these segments.

What should I do before configuration?

Before configuring the connector, you should decide and define the following points clearly:

• You need to select the identifier(s) to be used. Insider One supports email, phone_number, uuid identifiers by default. You can use a custom user identifier, too.
• You need to provide the contact list IDs that need to be migrated from Emarsys to Insider One.
• You need to provide mapping for the fields you would like to capture data from Emarsys and sync to Insider One. You can refer to the table below:

How can I set up Emarsys?

To connect Insider One with the Emarsys API, you need to follow the steps below:

1. Log in to your Emarsys Account and start setting up. You can refer to the Account Setup article for further information.
2. Click on the API button under Security Settings. 
3. Create an API user for Insider to collect data from Emarsys.
4. Copy your user_name and secret key to paste them into Insider One's InOne panel. 
5. Click the edit API user for the user you created, and give Insider the following authentication permissions to pull data from your Emarsys contact list to Insider One.

How can I authenticate the Connector from Insider One's InOne panel?

1. Navigate to Components > Integrations > External Integrations to set up.
2. Select the Emarsys platform to view methods in the Emarsys category. 
3. Choose the method you want to integrate.
4. Enter the user name and user secret of the Emarsys account in the User Name and Secret field.
5. After filling in the fields, click Next to connect the Insider One.

Finalizing the Setup

After the authentication, Insider One will complete the connector field mappings according to the schema you provided. Once the mapping is complete, Insider One will start the connector.