Seamless ERP and Digital Marketing Integration
The SapphireOne and Mailchimp API integration enables seamless data exchange between your ERP business accounting system and your digital marketing platform. By connecting the two applications, client information is synchronised automatically, reducing manual data entry and improving the accuracy of your marketing communications.
This integration allows SapphireOne to become an active part of your marketing workflow, ensuring your accounting, CRM, and marketing data remain aligned at all times.
Why Mailchimp?
Email marketing remains one of the most effective digital marketing channels for managing and communicating with clients, customers, and prospects. Mailchimp is the world’s largest marketing automation platform, trusted by millions of businesses to deliver over one billion emails every day. Its strength lies in intelligent contact management, professionally designed campaigns, and powerful analytics.
Subscribe SapphireOne Contacts Directly to Mailchimp
SapphireOne’s Mailchimp integration allows contact information to be exchanged automatically between both systems. You can subscribe your entire client database or individual contacts directly from SapphireOne into Mailchimp.
Each SapphireOne Contact record includes an inbuilt Marketing feature with a Create Member in Mailchimp button. This allows you to add new or existing contacts to Mailchimp instantly, including all relevant captured details.
You can also subscribe contacts to one or more targeted marketing lists, ensuring they receive only the communications relevant to them.
Track Marketing Activity Inside SapphireOne
Once a contact has been added to Mailchimp via SapphireOne, all related email marketing activity is automatically recorded within the Contact card.
This includes:
- Date and time an email was received
- Date and time it was opened
- Number of times it was viewed
Having this visibility directly within SapphireOne gives you a complete picture of client engagement without needing to switch platforms.
Maintain a Full Campaign History
SapphireOne keeps a historical record of every Mailchimp campaign sent to each contact, along with their engagement history. This allows you to analyse responses over time and refine future marketing strategies.
The three most recent campaigns are displayed directly within the Contact’s Marketing section for quick reference. Older campaign history can be accessed via the additional information panel next to the Create Member in Mailchimp button.
Getting Started
Setting up the integration is quick and straightforward.
In Mailchimp
- Create a Mailchimp account or log in to your existing account
- Navigate to Account → Extras → API Keys
- Copy your Mailchimp API Key
In SapphireOne (Windows OS)
- Open SapphireOne
- Go to Utilities Mode
- Select Controls → Master Defaults
- From the Page drop-down menu, select APIs
- Locate Mailchimp in the API Settings screen
- Paste the API Key
- Click the green tick to save
In SapphireOne (macOS)
- Open SapphireOne
- Go to Utilities Mode
- Select Controls → Master Defaults from the top toolbar
- From the Page drop-down menu, select API
- Locate Mailchimp in the API Settings screen
- Paste the API Key
- Click the green tick to save
A step-by-step video walkthrough is also available for visual guidance.
Important Note
Subscription management and permission rules are governed by Mailchimp. Please ensure all contacts have provided appropriate consent to receive digital communications before subscribing them to mailing lists.
Need Help?
If you have any questions or would like more information regarding features within SapphireOne ERP, CRM and Business Accounting Application, please contact our office on (02) 8362 4500 or request a demo. We love hearing from you!