Create new Mailchimp Subscriber from Zoho Books Sales Invoice

This integration selects new Zoho Books sales invoices and imports them to Mailchimp as subscribers.

Note: It does not import pre-existing Zoho Books sales invoices to Mailchimp subscribers.

Note: Due to peculiarities in the Mailchimp API, this integration assigns the single quotation mark (') to some address fields in case if data for these fields are absent in the source.

Requirements

Mailchimp connection must have specific settings:

• API Version must be set to Ver3;
• Merge Fields Behavior must be set to Join Common Merge Fields.

How to Set Up

1. Select or create connections: Zoho Books connection for Source and Mailchimp connection for Target.
2. Specify the name of the audience to add subscribers to:
   1. Open the import task.
   2. In Mapping Definition of your import task, for the ListId field, specify the name of your audience instead of Enter your List (Audience) name....
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create Mailchimp subscribers from specific new Zoho Books sales invoices, configure filters in the task editor.