Integrating with MINT+'s global meeting database enables authorized users to perform various functions directly within the Simpleview CRM system.
(For iDSS CRM users: To learn more about how the MINT+ IDSS integration works, please contact your iDSS contact for instructions on how to set up and use those features.)
In addition, MINT+ allows CRM users with MINT+ to favorite Account Organizations and Meeting Profiles in the MINT database and then import them into the CRM in bulk. To use this integration, CRM Users must have access to both MINT and CRM Meeting Sales.
This document offers a step-by-step guide for system administrators to set up and activate the integration. This allows users to access features that were previously only available within MINT+.
Data Mapping
To map MINT+'s unique codes for Market Segments, States, and Countries to corresponding fields in the Simpleview CRM system, System Administrators can follow the steps below. (Note that by default, the States and Country mappings should already be correct)
1. Access the Simpleview CRM Admin settings
2. Navigate to the "Dropdowns" section within the settings
3. Locate and select the "Market Segments" option
4. For each Market Segment, map it to a MINT+ code by choosing the appropriate MINT+ Code from the dropdown menu. (Note: this is only used if you want automatic mapping for Legacy MINT+ Market Segments from MINT+ into your CRM. The new NAICS and NTEE segment info lives in the MINT+ Information section on any account that has been linked and does not change or edit your existing core market segment field in your CRM.)
5. Repeat the mapping process for States and Countries, which can also be found under the "Dropdowns" section
MINT+ Users
Every user with a login to the MINT+ application must be set up in CRM. When new users are added, or existing users are edited, they must enter or update their credentials in the ‘MINT+ Authentication’ field section on their user profile (click on the gear icon in the upper right of section of your CRM to access this page). In these fields, enter the user’s MINT+ username and password. To check the accuracy of the provided information, click the "Verify User/Password" button before saving any changes. If you see a message that says the user “...is valid,” you have entered the credentials correctly. Be sure to save/update the user record before closing.