The Spotler Mail+ connector is onboarded through Connect's onboarding wizard. This step-by-step plan contains the following steps:
- Step 1 – Selecting the connector
- Step 2 – Preset
- Step 3 – Authentication
- Step 4 – Billing Information
- Step 5 – Summary
- Step 6 – Confirmation
- Step 7 – First import and activation
To onboard the Mail+ connector, keep the following credentials at hand:
- API key
- API secret
Step 1 – Selecting the connector
When logging into Connect, click the New connector button on the dashboard. This will open the onboarding wizard.
Select the Mail+ connector from the list of available connectors. If you want to move to a different tab in Connect at any time during the onboarding process, you can save the connector as a draft. When Mail+ is selected, click Next.
Step 2 – Preset
For Mailplus, you can select one preset: Marketing automation. Presets help you set up a connector with more ease.Read more about presets and when to use them. Select the preset you want to continue with, or choose Configure connector manually to manually set up the connector. Click Next.
Please note
When configuring the connector manually, it is recommended to familiarise yourself with the available options first. For detailed information, read our manual integration article.
Step 3 – Authentication
Enter the API credentials of the Mail+ environment you want to connect. Click Next.
If the credentials are not valid, one of the following errors may occur:
| Message | Solution |
|---|---|
| We can't connect with the integration. Check if all inputs have been filled in correctly. | Recheck the API credentials. |
| An issue has occurred. | The Shopify API is not online. Please try again later. |
| We can't connect with the given URL. Check the URL and try again. | Contact Connect support. |
| An unknown issue has occurred. | Contact Connect support. |
Step 4 – Billing Information
To continue, fill out any remaining billing information. This step may automatically be skipped if all information has been filled out previously. Click Next.
Step 5 – Summary
A summary of the selected preset for the integration will be displayed. The blue underlined text is clickable and represents a preset configuration. Any configuration options that still need to be completed will appear as questions or placeholders on this screen. These must be configured before proceeding. Once completed, click Next.
Step 6 – Confirmation
This is the final step before the connector is activated. Once Next is clicked, the connector will be created, and data import will begin. Click Next to activate the connector.
Step 7 – First import and activation
After activation, the import progress can be tracked through the progress bars. The connector will now import data from your Mail+ account. By default, the connector will import data looking back a predetermined amount of time:
- Contacts: 10 years
This means that for this initial import, virtually any customer that has ever been created (and not deleted) will be imported into Connect.
Depending on the amount of data being imported, the first import can take up to an hour. This screen can be navigated away from and reopened later by clicking the Mail+ connector icon on the dashboard home screen.
While exporting, the status icon below the connector icon may still display as inactive. Some time after the first export, the status will change to ‘operational’. An email confirmation will also be sent when the first export is complete. Once you have received this email, the connector is operational.
Your connector is now operational. Any contacts and activities will be imported from Mail+. Other data, such as products and orders will be exported to Mail+ or updated when a change to the data occurs.