Association Anywhere Syncing

A sync is the process by which Informz receives information from Association Anywhere. This is not only an enormous factor in organized data movement, but also a great way to add to your team's efficiency. And because this process is actively supported by Informz and ACGI, we've got you covered!

Syncing Basics

There are two types of syncs in the Association Anywhere integration:

  1. Retrieving the list of Association Anywhere distribution lists with the category/subcategory of External System/Informz.
  2. Retrieving the subscribers for a particular distribution list from Association Anywhere

There are four events that trigger a sync. These occur when a user:

  1. Clicks the Refresh Target Group List button for an Association Anywhere target group.
  2. Clicks the Refresh Target Group List button on the Bridge Configuration page.
  3. Clicks the Info menu option on the Target Group List Page.
  4. Sends a mailing to an Association Anywhere target group.

Newly-created distribution lists coming into Informz are initially placed in the Association Anywhere target group folder. These can be moved to different folders based on a user’s preferences.

Please note that syncing does NOT update the counts for distribution lists. The counts can later be updated by using the Info menu options on a specific target group.

Steps to Sync

Navigate to Subscribers > Target Groups.

Click the Folder dropdown list and select Association Anywhere.

Click Refresh Target Group List.

Alternatively, you can sync from the Bridge Configuration page.

Navigate to Admin > Setup > Bridge Configuration.

Click Refresh Target Group List.

Please note that this button does not update the counts for distribution lists. It simply brings over any newly created distribution lists in Association Anywhere.

Steps to Update List Counts & View List of Subscribers

As noted above, bringing a distribution list into Informz via a sync is only one part of the process. The second part is to get a count for a specific target group. This can be handy to understand the initial sizing of a list to set expectations around the relative size of a target group. To generate a count:

Navigate to Subscribers > Target Groups.

Hover over the Menu icon for a specific target group and select Info.

The information window that displays will show the count front and center!

If necessary, click Resync Now to resync the specific target group.

Harmonious Data

Now that you know how to keep your data properly synced between Informz and Association Anywhere, you'll never need to worry about maintaing perfect harmony between your databases!