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TOPIC: which field to synchronize contact databases?
#3659
mwebb (User)
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which field to synchronize contact databases? 10 Months, 1 Week ago Karma: 0  
My webmaster is setting up a membership website within a WordPress for me.

We want the contact records of the membership site to match the contact records within specific tag groups in Infusion.

We will handle the integration manually for now.

Which field should be the "index" or "key" or "unique identifier" enabling us to make sure the two lists are synchronized?

Should it be the email address? or the Contact record ID? or something else?

Michael Webb
mwebb@salesperformance.com
 
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Michael Webb
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techportal (User)
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Re:which field to synchronize contact databases? 5 Months, 2 Weeks ago Karma: 7  
Hi Michael,

I just ran across this post while looking for something else.

Hopefully, you have resolved the issue, if not give me a yell.

Best,
Bob
 
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Bob Keen
https://www.InfusionWP.com - TurboCharge InfusionSoft with WordPress Membership Sites!

http://www.infusionsoftkunaki.com - Full Kunaki/Infusionsoft Gateway Solution

http://infusionsoft1clickupsell.com/ - Don't miss a launch and don't lose a single sale
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jgalvez (User)
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Re:which field to synchronize contact databases? 2 Weeks, 3 Days ago Karma: 0  
BobKeen,

I generally have the same question. Can you give a general answer?
 
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#8407
techportal (User)
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Re:which field to synchronize contact databases? 2 Weeks, 3 Days ago Karma: 7  
Let me jump at this opportunity to unabashedly promote my own product.

Take a look at http://www.infusionwp.com.

There, you'll find a plugin that will handle all your Infusionsoft + Wordpress membership synchronization needs - and much more.

In general terms, the user login field in Wordpress is the only one guaranteed to be unique within a Wordpress installation.

Infusionsoft doesn't automatically take care of that for you. You'll have to do that manually - or tell your order and web forms to check for you. From time to time, you can merge contact records and eliminate duplicates.

A compromise would be to use a user's email address and use that as the user's Wordpress login. It would be easier to maintain everything synchronized, as few people are likely to share an email address.

Or get the plugin

Best,
Bob
 
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Bob Keen
https://www.InfusionWP.com - TurboCharge InfusionSoft with WordPress Membership Sites!

http://www.infusionsoftkunaki.com - Full Kunaki/Infusionsoft Gateway Solution

http://infusionsoft1clickupsell.com/ - Don't miss a launch and don't lose a single sale
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