Connector settings govern the behaviour of all connectors within your account. In Connect, settings are separated per connector, and a setting page is available for each connector. This means you can fine‑tune behaviour on a connector level, even if you have two connectors to the same platform.
Furthermore, settings are divided into categories: common settings and settings specific to data types. Once settings are changed, you must manually save them at the bottom of the page for them to take effect.
Setting details
Below is an overview of every setting available. Not every setting is available for each connector, as settings might be connector‑specific. Several settings are only visible after clicking Advanced Configuration in a setting section. Settings are divided into the following sections:
- Common settings
- Settings for products
- Settings for orders
- Settings for stock
- Settings for shipments
- Settings for checkouts
- Settings for contacts
- Settings for activities
- Settings for organisations
- Connector‑specific settings
Please note: If you are unsure about changing a setting, please contact support. Changing settings can significantly impact your account's operations.
Common settings
This setting allows you to name your connector. Connector names are used in notifications and deeplinks.
This setting determines your time zone. It needs to correspond to the timezone in your sales channel to display order times correctly and prevent timing issues with synchronisation.
The Opt‑in strategy setting determines how opt‑ins from contacts are processed. Three options are available:
- Propagate only subscriptions, ignore unsubscriptions: Connect only exports opt‑ins, not opt‑out.
- Propagate both subscriptions and unsubscriptions: Connect exports both opt‑ins and opt‑outs. This is the default setting.
- Do not propagate any (un)subscription: The subscription status is not exported through Connect. This means that the opt‑in field and its value for this connector is not included in the data export.
These are the default settings available for the opt‑in strategy. If you need further customisation, you can use Rules to tweak the behaviour of opt-ins and opt-outs even further.
This setting governs the base URL for the admin dashboard. Based on this setting, URLs in Connect are generated.
This setting governs the base URL for the sales channel. Based on this setting, URLs in Connect are generated.
This option determines whether updates from multiple sources are processed to update data, or only from the connector data that originates from. Currently, this setting is limited to contacts and organisation data. There are two options:
- When you enable this setting: modifications to contacts and organisations are processed from all connectors that have this setting enabled.
- When you disable this setting: only updates from the original connector where a contact or organisation was created will be processed.
An example: When this setting is disabled, a contact originally created in SpotlerCRM will only be updated when a change occurs in SpotlerCRM. Any changes to this contact through other connectors will be ignored and not updated in SpotlerCRM. When the setting is enabled, changes that occur to this contact in other connectors will be processed and changed in SpotlerCRM.
This option offers a way to keeps all contacts and organisations within your Connect account and connected systems in sync, which is helpful if you require up‑to‑date information in all systems near‑instantly. However, if you use one system as a source system and other systems as a 'follow‑up,' it is not recommended to enable this setting, because you lose the ability to have a 'master' system.
Settings for products
This setting filters which product statuses are exported through the connector. You can select Active, Draft and/or Removed products. Any product statuses selected will be created and/or updated through the connector. The default setting is filtering on Active.
This setting determines how Connect handles duplicate products. Duplicates are detected based on SKU and/or Barcode. There are three settings available:
- Accept duplicate products: If a duplicate is detected, a new master product will be created in Connect next to the other existing product. When you do not use product management through Connect (stock sync, for example), this setting can be sensible.
- Reject duplicate products: If a duplicate is detected, no new product will be created, and a notification will be sent. This setting is the most sensible if you use product management through Connect (for e‑fulfilment and sales purposes).
- Overwrite removed products: If a duplicate is detected, a new master product will be created ONLY if the existing product has the product status 'removed'. This setting is midway between accepting and rejecting duplicate products. It is safe to use for e‑fulfilment and marketing automation purposes alike.
If you are unsure which setting to choose, contact support. This setting can have a considerable impact on product management.
This setting determines the unit of measure for your products. Please make sure this setting reflects the setting in your source platform.
Settings for orders
This setting governs which order statuses are exported or imported into the connector. If an order status is excluded from this setting, the order will not be imported or exported.
Settings for stock
After onboarding, this setting becomes available in your connector settings. Copy and paste the value into this setting and forward it to your Boltrics or HFB account manager.
Settings for shipments
After onboarding, this setting becomes available in your connector settings. Copy and paste the value into this setting and forward it to your Boltrics or HFB account manager.
Settings for checkouts
Several connectors do not offer suitably granulated abandoned cart functionality, while several follow‑up connectors can act upon abandoned carts. Therefore, this setting governs the amount of time that needs to have passed before an active checkout is considered abandoned and marked with the status Abandoned in Connect.
This setting determines which checkouts are allowed to be created through this connector. By default, all but the status Active will be enabled for this setting.
Settings for contacts
This setting determines if you want to import new and/or changed contact data from Magento and Spotler Mail+. It is a setting to granulate behaviour further if you have a specific use‑case in which you only want to import a subset of data. Please check both options if you have no particular use case for different choices.
This setting determines whether you want to include marketplace email addresses in your contact export. These email addresses (for example, @amazon.nl and @bol.com) are often not available for mailings. If you enable this setting, these contacts will be filtered from exports to external platforms such as Spotler Mail+ or Copernica.
This setting determines which permission in Connect will be used to synchronise permissions in other connctors. The options are Newsletter and Marketing. Only one permission in Connect can be set per connector.
NB The value for the permission you select here is leading for the value in the donotbulkemail field in Dynamics and HasOptedOutOfEmail field in Salesforce (i.e. if the value for Newsletter in Connect is no, the value in Dynamics for donotbulkemail is also no).
This setting determines which contact type is selected for a new contact or lead in Connect. The options here are either Lead or Contact.
Settings for activities
This setting determines which activity types are imported. Unless you have a specific use case to deselect one or several activity types, please ensure all checkboxes are checked.
This setting determines whether you want to create organisations from activity data. If you select yes, activity data will be checked for new organisations. If a new organisation is found, it will be created in Connect.
This setting determines whether you want to create contacts from activity data. If you select yes, activity data will be checked for new contacts. If a new contact is found, it will be created in Connect.
This setting determines which activity types are exported. Unless you have a specific use case to deselect one or several activity types, please ensure all checkboxes are checked.
Settings for organisations
This setting determines how Connect handles duplicate organisations:
- Accept duplicate organisations: Connect will import all new organisations you create in external systems, even if the domain is already in Spotler Connect. The duplicate organisation will be created as a new organisation with the same name and a unique Connect identifier.
- Overwrite duplicate organisations: Connect will reject identical organisations and not create a new one. Instead, you will receive a notification.
Our recommendation is to overwrite duplicate organisations.
Connector‑specific settings
Bol
This setting determines the default product condition for any products created in Bol.
This setting governs whether to retrieve product details from Bol. Select yes if you want to import product details such as brands. Only select yes if Bol is also a product source for your account.
This setting determines which economic operator is linked to the products created in Bol. Economic operators can be managed from your Bol Account. More information on economic operators can be found on the Bol platform.
This setting determines which Delivery promise is the default for orders in Bol. With every order from Bol this delivery promise will be exported to fulfillment or your primary sales channel.
Boltrics
Request the customer ID from your Boltrics account manager.
Request the customer ID from your Boltrics account manager.
Copernica
This setting determines the Copernica database name if you create one through Connect. Please note that changes to this setting do not have any effect once the database is created.
This setting defines the ID of the Copernica database to which the connector is connected. The input is a dropdown with available fields.
This setting defines which field e‑mail addresses are imported to in an existing Copernica database. The input is a dropdown with available fields.
This setting defines which field first names are imported to an existing Copernica database. The input is a dropdown field available fields.
This setting defines which field last names are imported to an existing Copernica database. The input is a dropdown field available fields.
This setting defines which field phone numbers are imported to an existing Copernica database. The input is a dropdown with available fields.
This setting defines which field e‑mail genders are imported to in an existing Copernica database. The input is a dropdown with available fields.
This setting defines which field birth dates are imported to in an existing Copernica database. The input is a dropdown with available fields.
This setting defines which field zip codes are imported to an existing Copernica database. The input is a dropdown field available fields.
This setting defines which field countries are imported to in an existing Copernica database. The input is a dropdown field available fields.
This setting defines which field cities are imported to in an existing Copernica database. The input is a dropdown with available fields.
This setting defines which field organisations are imported to in an existing Copernica database. The input is a dropdown with available fields.
This setting determines the name of the product database in Copernica. Please note that this name can't be changed through Connect after creating the database.
After onboarding, this setting becomes available in your connector settings. Copy and paste the value into this setting and forward it to your Copernica account manager.
Connect will not export contact profiles without an e‑mail address to Copernica when you enable this setting.
JD
Request the Department code from your JD account manager.
Request the Sales Channel code from your JD account manager.
Request the Warehouse Channel code from your JD account manager.
Request the Region from your JD account manager.
This setting governs the stock endpoint's secret, enabling real‑time stock syncing. Please request this value from your JD account manager and copy‑paste it into this setting.
This setting governs the shipment endpoint's secret, enabling real‑time shipment updates. Please request this value from your JD account manager and copy‑paste it into this setting.
Klaviyo
This setting determines the behaviour of single opt‑ins in a double opt‑in environment. If you enable this setting, any permission on a contact in Connect will be exported to Klaviyo as a double-opt-in or confirmed permission (i.e. a time-stamp is added to the opt-in permission).
Lightspeed
This setting determines the currency used in the Lightspeed connector. If it is not set correctly, calculations might be impacted.
This setting determines whether stock in Lightspeed is updated on a product or global level. If you have a use case in which you want stock of certain products not updated, please enable this setting. If you want all stock updated, leave it disabled.
Magento
This setting determines the storefront in Magento used for syncing data. If you select all, all storefronts will be synced.
This setting governs the base URL for the media folder in Magento. Based on this setting, URLs in Connect for images and other media are generated.
If you are using the official Magento Newsletter API plugin, you can directly import contact newsletter data from Magento. If you are using another plugin, or none at all, please select Other plugin.
Mailpro
This setting determines to which group a contact is added when any permission is set to yes.
This setting determines to which group a contact is added when all permissions are set to no.
This setting determines which group is added when no permissions are known for a contact. This setting is optional. If you do not want to enable identified contacts, please select not applicable.
This setting determines the default language for contacts. Any new contact will be created with this language setting.
This setting determines which campaign any contact data is synced with. Please note that only one campaign can be connected per connector. If you need to sync with multiple campaigns, you need multiple connectors.
Prestashop
This setting determines the admin panel URL for PrestaShop and is necessary for deeplink generation in Connect.
Shopify
The Location ID is necessary to process stock properly in Shopify. You can find it by navigating to Settings > Locations in Shopify. Select the right stock location and copy the location ID from the URL right after "/locations/." For example, a location ID might be 234593291. If you need to enable multiple stock locations, you will also need multiple connectors
This setting determines how to handle orders if you have multiple fulfilment services (stock locations). You can either select a fulfilment service or choose to process all products in an order independently of which fulfilment service they are allocated to.
Please note that if you want to process orders from multiple fulfilment services, you will need to activate multiple Shopify connectors, each with its own fulfilment service.
This setting determines whether HS codes and Country of Origin are imported for Shopify products. Only enable this setting when you need these values (for example, for international fulfilment), as they require extra API calls to Shopify and might impact the speed of operations.
Shopware
This setting determines the sales channel in your Shopware shop. It's important to configure, as it relates to deeplinks and other data for products from Shopware.
Spotler Activate
This setting determines which value will be used as a product identifier to track products. Please note that this needs to correspond to the value used in your Spotler Activate setup. If you're unsure, please contact your Activate account manager.
If you have selected 'meta' as a product identifier for Spotler Activate, this setting determines which meta field will be used as identifier. You can find meta fields on a product by navigating to your product overview. Click a product, and select the list view. Scroll down the list to find the meta fields. The names of meta fields are displayed in bold. Copy-paste the bold section of the field you want to use into this setting.
This setting governs the way opt-in permissions are synced between Activate and Connect. There are two options available:
- Opt-in newsletter, when any permission is given (legacy mode): Permissions in Activate are mapped to a general permission called Newsletter in Connect, with yes and no options. Contacts will be opted in for the newsletter permission in Connect when any of the permissions in Activate are given.
- Sync permission by permission name: Permissions in Activate are each created in Connect with the option yes and no. Any unknown permissions will be skipped.
Both options are safe to use. However, syncing permissions by permission name allows you to filter and determine synchronisation on a permission level. You can achieve this by setting up rules in Connect.
After onboarding, this setting becomes available in your connector settings. Copy‑paste the value in this setting and forward it to your Spotler Activate account manager.
Spotler Connect API
This setting is available after onboarding. It shows the project key for the Spotler Connect API. Please copy‑paste this value when necessary.
Spotler CRM
This setting determines the dashboard URL for Spotler CRM and is necessary for deeplink generation in Connect. An example of a dashboard URL in Spotler CRM is "spotler.realysimplesystems.com".
Spotler Leads
Request your Client ID from your Spotler Leads account manager.
Spotler Mail+
This setting determines the amount of stock necessary to qualify for 'good stock' in Mail+. Please fill in any number above 1.
This setting determines which trigger will be triggered for a product review. Select not applicable if you do not want to use this default integration. Please note that only active triggers can be triggered.
This setting determines which order status triggers a product review trigger. By default, this is order status Completed.
This setting determines which trigger will be triggered for a welcome campaign. Select not applicable if you do not want to use this default integration. Please note that only active triggers can be triggered.
Tribe
This setting determines which contact type any contact data is synced with. Please note that only one contact type can be connected per connector. All contacts of that type will be synchronised.
This setting determines which label category synchronises permissions from and to Tribe CRM.
New permissions from other connectors are automatically created in Tribe and vice versa. Please select not applicable if you do not use label categories to manage opt-ins.
WooCommerce
This setting reflects the Spotler Connect Plugin key for WooCommerce. If you connect a WooCommerce with the plugin, the key will automatically be filled in.
This setting reflects the Spotler Connect Plugin secret for WooCommerce. The secret will automatically be filled in if you connect a WooCommerce with the plugin.
This setting reflects the installed version of the Spotler Connect Plugin for WooCommerce. If you connect a WooCommerce with the plugin, this setting will automatically be filled in.
This setting governs the emails sent to contacts and admins in WooCommerce when you create a custom order.
- If you enable this setting: contacts and admins will receive emails regarding their orders as if they were customer orders (i.e., order confirmation, status change,etc.).
- If you disable this setting: contacts and admins will not receive emails regarding this order.
Please note that the order confirmation to admins is always sent, regardless of the setting.
This setting governs the behaviour of checkouts and shipments in WooCommerce. Spotler has developed an official plugin for WooCommerce that captures checkouts and creates a more streamlined way to export shipments to WooCommerce. Enable this setting if you are using this plugin.
This setting determines the plugin used for shipment tracking. Several plugins in WooCommerce are supported. Options vary based on the available plugins, and if no plugin from the list is used, the default tracking behaviour will apply.