Help Center.

If you have any questions about Falcon.io, we are here to help.

Setup a synchronization

Start the data import and map data fields in Falcon

After setting up the connection, you will need to initiate a synchronization to import your contacts.

To start the contact sync, go to ‘Audience’ > ‘Import’ and click on the ‘Sync’ button of your connected system.

 

 

Then map the Audience data fields to the those of your connected system.

 

 

The Audience data fields are listed on the left, the CRM fields can be selected from the dropdown menus on the right.

You can reset any selection by clicking on the ‘X’ on the right side, then choose again.

Finally, you will need to indicate whether you have permission to merge your CRM data with social profiles. If you indicate ‘No’, the contacts will be imported, but you will not be able to merge them with other (social) profiles. You can read more about that in this Help Center article.

 

When done, click ‘Connect’ at the bottom.

Once you have clicked ‘Connect’, the syncing process is initiated. Now, please go to the Audiences tab, where you should see a new Audience with your CRM sync (e.g. Salesforce CRM connection).

At first, the count will be 0. That is because the process of importing may take some time based on the number of your CRM contacts. The count will increase over time, so simply come back or refresh after a few minutes to check again.

Done! You have now imported your CRM contacts to Audience and can start merging profiles. When mapped fields are updated or new contacts are added to the CRM, this will be reflected in Audience.