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Integration metasfresh

metasfresh is a cloud based open source CRM/ERP solution that provides a very flexible, simple and customizable web interface for you. The developers of metasfresh have developed an integration for the connection between CleverReach and metasfresh, allowing you to easily transfer your contact data and assign marketing campaigns. These campaigns are synchronized with your contact data in both directions between metasfresh and CleverReach®.

Features

  • Bidirectional synchronization of contact data and marketing campaigns
  • Use contact data in metasfresh for other marketing campaigns, e.g. print bulk letters
  • Automatic synchronization of newsletter subscribers
  • Flexibly filter and select contacts
  • Multi-Campaign Support
  • Display of Synchronization Status

Installation 

The integration is available in metasfresh by default and is not offered separately. 

To set up and use the integration, please save your CleverReach account data (i.e. customer number, user ID/login and password) in metasfresh. Additionally, you need to activate API access in your CleverReach account. If your user does not have the required rights, you will find further information and assistance here.

Help & Support

If you have any questions or need help with the installation, you are welcome to contact the metasfresh support team. If you have any questions regarding CleverReach, our support team will be happy to help you at any time.

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