How to setup sync with Zoho Backstage

How to set up sync with Zoho Backstage

Zoho Backstage is an event management software that allows you to plan and host meetups, run conferences and product launches. Integrating Zoho Marketing Automation with Zoho Backstage will allow you to sync registrants and attendees from Zoho Backstage as contacts to promote your events.
 
Learn how to integrate with Zoho Backstage
 

Set up sync 

To sync your Zoho Backstage account with Zoho Marketing Automation:
  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
    settings icon

    settings page
  2. Click Zoho under Categories and then, select Zoho Backstage.
  3. Click Connect.
    backstage
  4. Choose portal, webinars to sync and topic (optional) to integrate and initiate the sync. Click Initiate once you are done.
    backstage sync setup

Map your Fields  

In Map your Fields, you can choose Backstage fields against the fields you create in Zoho Marketing Automation. Click (+) icon to map additional fields. You can create a new Campaign field by checking the option New Field found in the Marketing Automation' field selection drop down. Once done, click on Initiate.

Sync Detail View  

To see the detail view of the sync,
  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
  2. Navigate to Zoho Backstage sync setup by clicking Zoho Backstage under Connected Apps.
You can pause or disconnect the sync by clicking on the respective buttons available in the top right corner of this page.

Edit Sync Configuration  

  1. Navigate to Zoho Backstage sync setup by clicking Zoho Backstage under Connected Apps.
  2. Click Edit icon and edit the required details.
  3. Click Save once you are done editing.

Edit Mapping  

You can re-map or map more fields for your sync settings by clicking the Edit Mapping in the Sync Detail View.
  1. Navigate to Zoho Backstage sync setup by clicking Zoho Backstage under Connected Apps.
  2. Navigate to Field Mapping tab.
  3. Click Edit icon and edit.
  4. Click Save.
       

View sync history  

 You can view data of the synced contacts in this section.
  1. Navigate to Zoho Backstage sync setup by clicking Zoho Backstage under Connected Apps.
  2. Navigate to Sync history tab. Here you can see a detailed view of your sync list:
    1. Sync time - The time at which the sync was performed.
    2. Total records - Total number of contacts synced at the given time.
    3. Added -  Number of new contacts added at the given time.
    4. Updated - Number of existing contacts updated.
    5. Skipped - Number of contacts not synced since they didn't match the sync criteria.
      sync history
You can export your skipped contacts as a .csv file by clicking the export icon next to the skipped value.