Sharing your data between systems is as easy as one two three.
Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,
, plus others if needed.
If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.
Integration implementation and launch
Before we build the integration, we will do a quick health check in your
instance and suggest any changes needed to make the integration work seamlessly.
Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.
Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.
Continuous support throughout the lifecycle.
After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.
For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.
Create Export Job - New Leads: Creates an export job for leads created since the last run.
Create Export Job - New Activities: Creates an export job for activities created since the last run.
Get Export File: Retrieves a completed export file's content.
Create Export Job - Leads: Creates a lead export job.
List Export Jobs: Returns a list of export jobs created in the past 7 days.
Cancel Export Job: Cancels an export job.
Create Export Job - Activities: Creates an activity export job.
Enqueue Export Job: Adds an export job to the processing queue.
Get Export Job Status: Retrieves the status for an export job.
List Updated Leads: Lists leads updated since last run.
List Leads By Email Address: Gets all of the leads with the specified email address.
List Leads: Lists all leads using a filter.
Create Or Update Lead: Creates or updates a lead.
List Updated Lead Activities: Lists the lead activities updated since the specified date.
Get Lead: Gets a lead.
List Lead Activities: Lists a leads activities.
List Lead Fields: Returns a list of all fields available for interaction via the REST API.
List Lead Memberships: Lists a leads memberships.
List Lead Website And Email History: Lists a leads website and email history.
List Smart Campaigns: Lists the smart campaigns of a lead.
List Lists: Lists all the static lists.
Get List: Gets a static list.
Add Lead To List: Adds a lead or leads to a static list.
Remove Lead From List : Removes a lead or leads from a static list
Get List Members: Gets the members of a Static List.
Get Import Job Warnings: Retrieves a list of warnings for an import job.
Create Import Job: Creates an import job for a csv payload into the target instance.
Get Import Job Status: Retrieves the status for an import job.
Get Import Job Failures: Retrieves a list of failures for an import job.
List Custom Objects: Lists the API name of existing custom objects.
Create Custom Objects: Creates a custom object.
Update Lead Custom Object: Updates a leads custom object. Custom Object mappings must be added as custom fields.
Create Custom Object Values: Creates a custom objects values. Insert custom object fields under '[input].'.
Upsert Custom Object Values: Creates or updates a custom objects values. Insert custom object fields under '[input].'.
Update Custom Object Values: Updates a custom objects values. Insert custom object fields under '[input].'.
List Linkable Custom Objects: Lists linkable custom objects and their fields.
List Activity Types: Lists activity types.
List Users: Retrieve a list of all user records. Required Permissions: Access User Management Api and Access Users
List Invoice Payments: Gets a list of all payments for an invoice.
Create Invoice Payment: Record an external payment against a specific invoice.
List Invoices: Gets a list of all invoices.
Get New Invoices: Gets a list of all invoices created after the last run time.
Read New Invoice Events: Retrieves a list of invoice events since the last time this action was executed.
Get Invoice: Get a single invoice record.
Create Usage For Subscription: Allows you to record an instance of metered usage for a subscription. The quantity from usage for each component is accumulated to the unit_balance on the component line item for the subscription.
Get Metadata For Subscription: Gets details of a specific subscriptions custom field entries.
Pause Subscription: This will place the subscription in the on_hold state and it will not renew.
Get Subscription Component Allocations: Gets details of a subscription's specific components allocations.
Get Subscription by Reference: Lookup Subscription by Reference.
List Updated Subscriptions: Gets a list of all the subscriptions.
List Subscriptions Components: Gets a list of all components for a susbscription.
List Subscriptions: Gets a list of all the subscriptions.
Update On-Hold Subscription: To update a subscription's resume date, use this method to change or update the automatically_resume_at date.
Update Subscription: Update a single subscription.
Update Subscriptions Billing Date: Update a single subscriptions next billing date.
List Subscriptions By Customer: Gets a list of all the subscriptions for a customer.
Delete Subscription: Delete a single subscription.
List Updated Subscriptions By Customer: Gets a list of all the subscriptions for a customer updated since last run.
Get Subscription Component: Gets details of a subscription's specific component.
Get Subscription: Gets details of a specific subscription.
Create Subscription: Create a subscription. Depending on the fields set will determine the type of subscription created, see https://reference.chargify.com/v1/subscriptions/subscription-request-examples
List New Subscriptions By Customer: Gets a list of customers subscriptions created since last run.
List New Subscriptions: Gets a list of all the subscriptions.
Component Price Points
Create Currency Prices (Component): Create currency prices for a given currency that has been defined on the site level in your settings.
Update Currency Prices (Component): Update currency prices for a given currency that has been defined on the site level in your settings.
Get Component Price Point Currency Prices: Gets the currency prices for a price point of a given component.
Update Price Point: Updates an existing price point's prices.
Get Component Price Points: Gets the price points of a given component.
Get New Customers: Gets a list of customers created since last run.
Find Customers: Gets a list of customers matching a value. This can be a complete or partial email address, an ID, etc.
Check Customer Exists: Checks customer exists and returns the first customer record found.
Delete Customer: Deletes a customer.
Get Customer: Gets details of a specific customer.
List Customers: Gets a list of all customers.
Create Customer: Creates a new customer record.
Update Customer: Makes updates to a customer record.
Get Customer by Reference: Lookup Customer by Reference.
Get Updated Customers: Gets a list of customers updated since last run.
Get Management Link: Read a management link.
Get Product By Handle: Gets a product by handle.
Delete Product: Deletes a product.
Identify Product: Returns first product found when given a collection of handles.
List Products: Gets a list of all products.
Update Product: Updates a product.
Delete Product Family: Deletes a product family.
Get Product: Gets the details of a specified product.
Create Product: Creates a new product record.
List New Products: Gets a list of all products created after the last run time.
List Products in Family: Gets a list of all products within a product family.
Create Price Point: Create a new price point.
Find Component By Handle: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.
Create Multiple Allocations: Creates multiple allocations, setting the current allocated quantity for each of the components and recording a memo.
Get New Components By Product Family: Gets a list of all components for a product family created after the last run time.
Create Component (Quantity Based): Create a quantity based component within a product family.
Create Component (Metered): Create a metered component within a product family.
Create Allocation For On/Off Component: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.
Update Component Quantity: Creates a new allocation for the subscription, setting a new currently allocated quantity and recording a memo.
List Components By Product Family: Gets a list of all components for a product family.
Identify Components: Returns only components when given a collection of handles.
Create Component (On Off): Create an 'on off' component within a product family.
Product Price Points
Create Product Price Point: Create a price point for a given product.
Update Product Price Point: Update the price points of a given product.
Create Currency Prices (Product): Create currency prices for a given currency that has been defined on the site level in your settings.
Get Product Price Points: Gets the price points of a given product.
Update Currency Prices (Product): Update the prices of currency prices for a given currency that exists on the product price point.
Signup Success WebHook: Signup Success Event received when subscribed to in chargify.
Subscription Changed WebHook: Subscriptions Event received when subscribed to in chargify.
Customer Created: Customer Created Event received when subscribed to in chargify.
Statement Settled Webhook: Event received when Statement Settled in Chargify.
List Prepaid Usage: Retrieves a list of the usages associated with a subscription for a particular prepaid usage component.
Secure Data Movement From Point A to B, In Weeks Not Months
We take GDPR seriously and design everything with security first.
Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.
We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.
Untangle your IT team
By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?
Physical Access Controls
Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound. Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.