Keller Williams has partnered with API Nation to provide a solution for syncing contacts between Command and other 3rd party systems. The process begins with purchasing an API Nation sync subscription from the KW Marketplace. Once that is done you can start creating custom syncs to bring Command contacts over to Mailchimp. It is not possible to sync Mailchimp contacts over to Command.

 

To sync Command contacts with Mailchimp using API Nation:

 

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click the Marketplace icon, , at the top of the page.

 

3. At the top right of the page, click My Apps.

 

4. You will see a list of your active Marketplace subscriptions, click the KW Command and Mailchimp API Nation app.

 

 

If you have previously set up a Mailchimp sync with Command: 1. Once you get to API Nation, click Apps, at the top of the page. 2. Find and select KW Command, from the apps list. 3. Scroll down and select Mailchimp. 4. Scroll down and select Activate next to "Setup Wizard."

5. Choose the Mailchimp account you want to sync with Command. 

• If this is your first Mailchimp sync with Command, you will then be prompted to enter a Connection Name and an API Key. The Connection Name can be anything you want it to be, but the API Key will need to be generated and copied, within your Mailchimp account.
• If you have already set up a Mailchimp sync with Command, you have the option of using the API Key you previously connected (this will be saved in the system), or you can choose to sync with a totally different API Key (you will then be prompted to enter a new Connection Name and an API Key).

 

Review Initial Settings

Before you start syncing, there are some initial options to be aware of. The settings will generally determine what you want to sync. You will be able to pivot on any of these settings, in the next section, before you actually start syncing contacts.

1. First, you will see the KW Command account you are going to sync with Mailchimp. The following settings have to do with the initial sync when pushing contacts from Command to Mailchimp:

Sync All Contacts on First Run

• If you check this box -  all of your Command contacts will sync to Mailchimp. Once the initial sync is complete, API Nation will then look for new or updated contacts to sync going forward.
• If you leave this box unchecked - API Nation will only look for new or updated contacts going forward. It will not sync your existing Command database with Mailchimp.

 

Do not overwrite information in KW Command fields. Only add information into blank fields.

• If you check this box - if a contact already exists in both systems, but has different information in matching fields, API Nation will not replace any existing information in Command. API Nation will only look for blank fields, in Command, to populate with Mailchimp contacts data.
• If you leave this box unchecked - if a contact already exists in both systems, but has different information in matching fields, the information in Mailchimp will replace the information in Command.

 

2. Next, you will see the Mailchimp account you are going to sync with Command. The following settings have to do with the initial sync when pushing contacts from Mailchimp to Command:

Mailing List (Required)

• Use the drop-down to select the Mailchimp Audience you want Command contacts to sync with. You will be able to use Filters and Rules (see the Filters section below) to be purposeful with which Command contacts sync over to this Audience.

 

3. At the bottom of the page, check the box labeled "I am not using any other contact syncs (Piesync,  etc.)." Click Continue.

• We strongly recommend turning off any other integrations you have between these two applications to avoid duplicates and other unpredictable scenarios with integrations outside of API Nation.

 

 

Set Up and Initiate Syncs

Now we need to set up the sync that was created in the previous section. Ensure that you verify the settings and field mapping before activating the sync:

1. By default, you will land on the My Syncs page, in API Nation. Click Setup on the sync you want to configure.

 

2. In the sync header, Ignore the Activate Sync button, at the top of the page, for the time being. Click the title of the sync to make any edits. Keep in mind, you might create several syncs for the same app, so be purposeful with the sync title.

 

3. In this first section, you will see the initial settings that we detailed in the previous section above. Here, you are able to make any changes you need, before actually starting the sync.

 

Filters

1. In the filters section, you can set rules around which contacts you want to sync or not sync. Select a field (these will vary depending on the app you are syncing), then select a qualifying statement, and select a value (if the qualifying statement needs a value). In the GIF below, we give two possible examples of this, though there are many strategies you can use with these filters:

• Primary Phone (field), is not empty (qualifying statement) - if a contact does not have a primary phone number, it will not sync.
• Tags (field), equals (qualifying statement), Austin Buyers (value) - only sync contacts that have the Austin Buyers tag applied.

 

2. Click Advanced Mode to add additional filters. Once clicked, you will see two options for adding additional filters:
 

Add Rule - this creates an "or" rule. Each filter creates a limit on what will actually sync. Adding an "or" rule opens up the criteria a little and creates a situation where more contacts will sync. In the screenshot below, the original filter limited the contacts to be synced to those that have a primary phone number. This additional "or" rule says the contact must have a primary phone number or a primary email address, in order to sync.

 

 

Add Filter - this creates an "and" filter. Adding an "and" filter tightens the criteria and creates a situation where contacts have to meet more than one criteria, in order to sync. In the screenshot below, the original filter limited the contacts to be synced to those that have a primary phone number. This additional "and" filter says the contact must have a primary phone number and a primary email address, in order to sync.

 

 

Combining Rules and Filters - if you are going to use both rules (or) and filters (and) in the same contact sync, it is very important to be purposeful about where you add rules.

• In the GIF below, if I add the rule before the filter it will read as: The contact must have (a primary phone OR address line 1) AND a primary email address, in order to sync.
• In the GIF below, if I add the rule after the filter it will read as: The contact must have a primary phone number AND (a primary email address OR address line 1), in order to sync.

 

3. Click Save when finished.

 

 

Mapping and Custom Fields

The last thing to set up is the field mapping, between Mailchimp and Command. Most of this has been done for you, but when you are able to make adjustments:
 

Map Fields - below the list of mapped fields, you will see a list of unmapped fields. Drag one field to another to map them together (you can also just click on one field, then click the other field you want to map it to).

 

Remove Mapping - this will cause the information from, the unmapped field, to not sync over. To remove the mapping for any field, click the minus sign, , between the two mapped fields.

 

Activate Sync

Once you are ready to start syncing contacts, scroll to the top of the page and click the Activate Sync button.