Setting up Mailchimp sync

Sync your Schedulista client list to a Mailchimp mailing list for email marketing

Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Schedulista provides online appointment scheduling software for your business or organization to allow your clients to book with you 24/7. We offer a number of integrations with other software and services to aid with your business.

Our integration with the Mailchimp email marketing service allows you to easily send bulk or mass emails to your clients, as well as individual and timed emails.


Setting up your Mailchimp account first

(1) Sign up for your Mailchimp account here

As of December 2023, Mailchimp is free if you meet the following criteria:

  • Have up to 500 clients ("contacts")

  • Send no more than 1,000 emails per month (500 emails daily limit)

Learn more about the features of the free account and compare to Mailchimp's paid services here.

(3) Once you've created your audience, you'll need to generate your API key.

Note: An application programming interface (API) allows software to communicate with other software. An API key is a unique identifier that tells either software which specific account they are working with.

You can read more on generating an API key from Mailchimp here.

Sync set-up

Our integration with Mailchimp allows you to sync your Schedulista client list with a single mailing list on your Mailchimp account.

(1) On the web app: Go to Settings > Email Marketing via Mailchimp

Note: You can also click on the gear icon in the upper right on the Clients tab, and then select Sync with MailChimp from the menu.

On the mobile app (version 7.3 and above): Tap on Email Marketing via Mailchimp under the Connect section on the Settings tab

(2) Enter your Mailchimp API key in the field

(3) Click or tap Connect

Note: If you have multiple Schedulista business accounts, you can connect to the same Mailchimp account using the same API key on multiple business accounts, if you need.

(4) From the Choose List drop-down menu, select the mailing list ("audience") from your Mailchimp account that you want to sync

Note: Only one audience can be synced to a Schedulista business account at one time. If you have multiple Schedulista business accounts, you can connect to the same audience on multiple accounts.

(5) Select which type of sync you'd like:

  • Sync to and from Mailchimp - A two-way sync that shares information from Schedulista to Mailchimp and from Mailchimp to Schedulista

  • Import from Mailchimp - A one-way sync that only shares information from Mailchimp to Schedulista

  • Export to Mailchimp - A one=way sync that only shares information from Schedulista to Mailchimp

Note: Syncing to and from Mailchimp or just importing from Mailchimp will automatically create Schedulista client records for Mailchimp contacts that don't already have a client record associated with their email address.

โ€‹(6) (optional) Check the box next to Keep up to date to have the sync run automatically each night (recommended)

The sync will automatically occur every day at around 10pm your time to update any changes, additions, and deletions for that day.

If the Keep up to date box is not checked, the sync will not automatically occur. You would need to manually push a sync.

(7) On the web app: Click Save

On the mobile app: Tap Save, then tap Done on the top right to return to the Settings tab

You can also manually push a sync if you need to update information immediately.

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