MyRepChat is a platform for sms text messaging, and because of this, it will try to look for contacts in your CRM that meet certain criteria. Under most circumstances. CRMs vary drastically in both in how MyRepChat can search and what data is available from the CRMs.
We've recently (Oct 2018) modified how we import contacts from CRMs. We now offer a 'search' in 'Messaging' that will automatically import any search results that are returned. We also will search your CRM when you receive messages from an unsolicited phone number (an incoming message from a phone that does not currently have a contact imported) and automatically import that contact. We still offer the 'bulk import' option for most CRMs but we generally recommend adding contacts on-demand when possible. See CRM 'gotchas' below.
If you are receiving an error while searching in 'Messaging' or don't see any contacts to import in 'Contacts', first go to 'Contacts'. Click "Add" button. Using the Drop Down menu in right panel, select your CRM. Click the 'Test Connection' button. If this test fails, check the CRM configuration if there is a 'token' or 'username', etc. to enter. If your CRM does not use configuration fields and instead required you logged in and gave MyRepChat access, click 'Remove Settings' and then click 'Test Connection' again. This will redirect you to your CRM to login and give us access again. This will reset the 'link' between MyRepChat and your CRM.
If you are only seeing SOME of your contacts, go into your CRM and find these contacts and try to determine what part of the contacts is preventing it from showing up in MyRepChat... Is the mobile number stored as a work number? Is the name missing? etc...
Here are the general requirements that we look for, for each contact:
- First Name
- Last Name
- Phone Number/Cell Phone Number
- Email Address (Required to schedule messages using Outlook add-in)
We realize not every contact is entered into the CRM with mobile numbers in a mobile number field. Our approach is we will automatically set the 'messaging' number to be the mobile number if a mobile number field is filled in. if the CRM does not have a mobile number field or it's not filled in, we will import as many phone numbers that are in 'standard' fields in the CRM and pick one to be the 'messaging' number. If you see a 'messaging' number that is not a 'Mobile' type, especially if there are more than one number listed, treat it as suspect. The best course of action is to update the CRM with the mobile number. The next best course is to set the 'messaging' number in MyRepChat to the 'real' messaging number.
In Integration specific articles, there's a 'Search Contacts' section that contain CRM specific behavior and 'gotchas' in the 'Search Behavior'. The integration pages are linked below.
- Base CRM
- Less Annoying CRM
If you notice 'gotchas' or issues not listed on the CRM specific pages, please let us know. We'll try our best within the CRM API we have to work with to remedy any issues.