BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Activating the MailChimp Connection
  • Creating a MailChimp Account
  • Setting Up the MailChimp Connection

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  1. APPS - INTEGRATIONS

MailChimp

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Last updated 2 years ago

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is online software for email marketing. Synchronize your customer list from BestInvoicing with a list in MailChimp; this way you can easily send newsletters to your current customer base from MailChimp.

Activating the MailChimp Connection

The connection with MailChimp is something that first needs to be activated in BestInvoicing:

  1. Navigate to the top right corner of the screen (email address) and select 'Apps and Integrations' in the menu.

  2. Check the list of 'Apps and Integrations Related to Customers'.

  3. Click the green button 'Activate' on the line mentioning 'MailChimp'.

Creating a MailChimp Account

In order to set up the connection, you need to have your own MailChimp account. Different formulas are offered, including a basic free version.

When your account is created, navigate to your own profile in MailChimp.

Setting Up the MailChimp Connection

Once the connection has been activated, you need to 'Configure' it via the yellow button. The interface will request for an API key This key can be retrieved from MailChimp.

  • Go to mailchimp.com and log in

  • Navigate to your profile and select 'Extras'. This menu holds a section 'API Keys'.

  • Under 'Your API keys', click 'Create a key'.

  • A new API key will now be generated: copy this code.

You'll need to enter this key into BestInvoicing:

Once you've entered the key, select 'Save'. You will now see a message confirming the connection has been made.

You're offered to select a list: if you're only using MailChimp for BestInvoicing contacts, it will by default propose a list by the name of your company. New customers that are added in BestInvoicing, will also be synchronized to your customer list in MailChimp.

Do you also use MailChimp outside of BestInvoicing? You can create multiple 'Audiences' in MailChimp. When setting up the connection with MailChimp, you will be able to select from multiple contact lists (= "Audiences"). This way you can select to which audience your BestInvoicing contacts should belong.

MailChimp