Mailchimp Connector for Tableau

In this article you will learn how to integrate Mailchimp data in Tableau without coding in just a few clicks (live / bi-directional connection to Mailchimp). Read / write MailChimp Campaigns, Lists, Members, Reports and more in without coding..

Using Mailchimp Connector you will be able to connect, read, and write data from within Tableau. Follow the steps below to see how we would accomplish that.

Download Documentation

Create Data Source in ZappySys Data Gateway based on API Driver

  1. Download and install ZappySys ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
    ZappySys Data Gateway - Add User

  4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

    MailchimpDSN

    ZappySys Data Gateway - Add Data Source

  5. When the Configuration window appears give your data source a name if you haven't done that already, then select "Mailchimp" from the list of Popular Connectors. If "Mailchimp" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

    MailchimpDSN
    Mailchimp
    ODBC DSN Template Selection

  6. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    Steps to get Mailchimp Credentials
    To get the credentials you need in order to set up your OAuth workflow, you'll first need to register your application with Mailchimp:
    1. Navigate to the Registered Apps page in your Mailchimp account.
    2. Click Register An App.
    3. Fill out the Register An App form.
    4. Click Create.
    5. After successfully registering your application, you'll see the client_id and client_secret at the bottom of the page - record these values and store them securely.
    6. Record your Mailchimp data center, since we will need it later. The data center will be located in your browser's address bar URL. If the URL is "https://us21.admin.mailchimp.com/account/api/", then your data center is "us21".
    7. Back at the connector screen, enter the data center that was recorded in step 6 into the Data Center field.
    8. Enter the client_id value that was recorded in step 5 into the Client Id field.
    9. Enter the client_secret value that was recorded in step 5 into the Client Secret field.
    10. Click Generate Token. If proper authentication occurs, you will see a notice saying so. If you get any errors, click Yes on the dialog box and then a large browser window will launch - log into your Mailchimp account here and approve the use of the application.
    11. Select the Test Connection button at the bottom of the window to verify proper connectivity with your Mailchimp account.
    12. If the connection test succeeds, select OK.

    Fill in all required parameters and set optional parameters if needed:

    MailchimpDSN
    Mailchimp
    OAuth [OAuth]
    https://[$DataCenter$].api.mailchimp.com
    Required Parameters
    Data Center Fill in the parameter...
    Client Id Fill in the parameter...
    Client Secret Fill in the parameter...
    Default List Id Fill in the parameter...
    Optional Parameters
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ODBC DSN Oauth Connection Configuration
    Steps to get Mailchimp Credentials
    The simplest way to authenticate a request to the Mailchimp Marketing API is by using an API key (If you require access to Mailchimp on behalf of other Mailchimp users, you'll want to set up OAuth authentication instead)::
    1. Log into your Mailchimp account.
    2. Navigate to the API Keys section of your Mailchimp account: https://admin.mailchimp.com/account/api/
    3. In the Your API keys section of the page, click Create New Key.
    4. Give your new key a descriptive name that will remind you which application it's used for.
    5. Copy the generated key immediately and store it in a secure location. (You won’t be able to see or copy the key once you finish generating it.)
    6. Record your Mailchimp data center, since we will need it later. The data center will be located in your browser's address bar URL. If the URL is "https://us21.admin.mailchimp.com/account/api/", then your data center is "us21".
    7. Back at the connector screen, enter the data center that was recorded in step 6 into the Data Center field.
    8. Enter the API key that was recorded in step 5 into the Api Key field.
    9. Select the Test Connection button at the bottom of the window to verify proper connectivity with your Mailchimp account.
    10. If the connection test succeeds, select OK.

    Fill in all required parameters and set optional parameters if needed:

    MailchimpDSN
    Mailchimp
    ApiKey Auth [Http]
    https://[$DataCenter$].api.mailchimp.com
    Required Parameters
    Api Key Fill in the parameter...
    Default List Id Fill in the parameter...
    Optional Parameters
    Data Center Fill in the parameter...
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ODBC DSN HTTP Connection Configuration

  7. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
    ODBC ZappySys Data Source Preview

  8. Click OK to finish creating the data source.

Read data in SQL Server from the ZappySys Data Gateway

  1. To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way:
    SSMS SQL Server Configure Linked Server

  2. Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
    SSMS SQL Server Configure Linked Server User Name

  3. Optional: Under the Server Options, Enable RPC and RPC Out and Disable Promotion of Distributed Transactions(MSDTC).

    RPC and MSDTC Settings

    You need to enable RPC Out if you plan to use EXEC(...) AT [MY_LINKED_SERVER_NAME] rather than OPENQUERY.
    If don't enabled it, you will encounter the Server 'MY_LINKED_SERVER_NAME' is not configured for RPC error.

    Query Example:

    EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]


    If you plan to use 'INSERT INTO...EXEC(....) AT [MY_LINKED_SERVER_NAME]' in that case you need to Disable Promotion of Distributed Transactions(MSDTC).
    If don't disabled it, you will encounter the The operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "MY_LINKED_SERVER_NAME" was unable to begin a distributed transaction. error.

    Query Example:

    Insert Into dbo.Products
     EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
    


  4. Finally, open a new query and execute a query we saved in one of the previous steps:

    SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');

    SSMS SQL Server Query Data Results

Create Linked Server using Code

In previous section you saw how to create a Linked Server from UI. You can do similar action by code too (see below). Run below script after changing necessary parameters. Assuming your Data Source name on ZappySys Data Gateway UI is 'MailchimpDSN'

    USE [master]
    GO
    --///////////////////////////////////////////////////////////////////////////////////////
    --Run below code in SSMS to create Linked Server and use ZappySys Drivers in SQL Server
    --///////////////////////////////////////////////////////////////////////////////////////

    //Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
    //Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server
    //Replace Port 5000 if you configured gateway on a different port


    --1. Configure your gateway service as per this article https://zappysys.com/links?id=10036

    --2. Make sure you have SQL Server Installed. You can download FREE SQL Server Express Edition from here if you dont want to buy Paid version https://www.microsoft.com/en-us/sql-server/sql-server-editions-express

    --Uncomment below if you like to drop linked server if it already exists
    --EXEC master.dbo.sp_dropserver @server=N'LS_MailchimpDSN', @droplogins='droplogins'

    --3. Create new linked server

    EXEC master.dbo.sp_addlinkedserver
      @server = N'LS_MailchimpDSN'  --Linked server name (this will be used in OPENQUERY sql
    , @srvproduct=N''
    ---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
    , @provider=N'SQLNCLI11'
    ---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
    --, @provider=N'MSOLEDBSQL'
    , @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
    , @provstr=N'Network Library=DBMSSOCN;'
    , @catalog=N'MailchimpDSN' --Data source name you gave on Gateway service settings

    --4. Attach gateway login with linked server

    EXEC master.dbo.sp_addlinkedsrvlogin
    @rmtsrvname=N'LS_MailchimpDSN'  --linked server name
    , @useself=N'False'
    , @locallogin=NULL
    , @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
    , @rmtpassword='YOUR_GATEWAY_PASSWORD'  --enter your Gateway user's password
    GO

    --5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
    EXEC sp_serveroption 'LS_MailchimpDSN', 'rpc', true;
    EXEC sp_serveroption 'LS_MailchimpDSN', 'rpc out', true;

    --Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
    EXEC sp_serveroption 'LS_MailchimpDSN', 'remote proc transaction promotion', false;

    --Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
    --EXEC sp_serveroption 'LS_MailchimpDSN', 'query timeout', 1200;
    GO

Create View in SQL Server

Finally, use this or similar query in a view or stored procedure, which you will be able to use in Tableau. We will create a view to return invoices:

  1. CREATE VIEW vwApiInvoices AS
     SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Invoices')

Read data in Tableau from SQL Server

Actually, we will be getting data from SQL Server which in turn will be getting data from ZappySys Data Gateway data source. Let's begin and see how to accomplish that:

  1. Open Tableau Desktop and click File > New
  2. To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used tdsuser): Tableau connect to SQL Server
  3. Once connection is created for SQL Server we can read Mailchimp data 3 different ways:
    1. Query View which contains OPENQUERY to Linked Server for Mailchimp data
    2. Use direct SQL Query using OPENQUERY
    3. Use Stored Procedure (Mostly useful to parameterize calls
  4. See below example to pull data from Mailchimp in Tableau using SQL View approach: Create data source in Tableau
  5. Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard: Create data source in Tableau

Passing Parameters to Mailchimp calls in Tableau (Dynamic SQL)

Now let's look at scenario where you have to pass parameters to build Dynamic Dashboard. You can try to insert Parameters in your Direct SQL when you build Dynamic SQL but we found some issues with that so we are going to suggest Stored Procedure approach. For more information on Known issue on Dynamic Metadata Check this post.
  1. First lets create a stored procedure in SQL Server for Parameter Example. Notice how we added WITH RESULT SETS in the code to describe metadata.
    --DROP PROC dbo.usp_GetInvoicesByCountry
    --GO
    /*
    Purpose: Parameterize Mailchimp call via SQL. Call ZappySys Drivers inside SQL Server.
    */
    CREATE PROC dbo.usp_GetInvoicesByCountry
    	@country varchar(100) 
    AS 
    
    DECLARE @sql varchar(max)
    --//Escape single ticks carefully
    SET @sql =  'SELECT OrderID,CustomerID,Country,Quantity FROM $
    WITH (Src=''https://services.odata.org/V3/Northwind/Northwind.svc/Invoices?$format=json@filter=Country eq '+ @country +'''
    	 ,Filter=''$.value[*]''
    	 ,DataFormat=''OData''
    )'
    
    DECLARE @sqlFull varchar(max)
    SET @sqlFull='SELECT * FROM OPENQUERY( [LS] , ''' + REPLACE( @sql, '''', '''''' ) + ''' )'
    PRINT @sqlFull --//For DEBUG purpose
    
    EXECUTE (@sqlFull) 
    WITH RESULT SETS ( 
     (OrderID int,CustomerID varchar(100),Country varchar(100),Quantity int) --//describe first result. If you don't do this then wont work in Tableau 
    )
    GO
    -- Example call
    EXEC dbo.usp_GetInvoicesByCountry @country='Germany'
  2. Once you create a stored procedure go to Tableau datasource and select Database which contains the stored procedure we just created.
  3. Now find your stored proc and drag it on the datasource pane. You will see parameters UI as below. You can create new parameter - Select New Parameter under Value Column. Parameterize Tableau Mailchimp datasource (Stored Procedure Parameters)
  4. Thats it now you can reuse your parameterized datasource anywhere in Dashboard.
  5. If you have need to select Parameters from predefined values rather than free text then edit your parameter and select List option. Define values you like to select from as below. Allow Tableau Parameter selection from multiple values
  6. When you create Tableau Dashboard you will see Parameter dropdown (If you selected List) elase you may see Textbox to enter custom value. Tableau Dashboard Example - REST API Source with Parameterized Datasource

Firewall settings

So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.

Method-1 (Preferred)

If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.

  1. Search for gateway in start menu and open ZappySys Data Gateway.
  2. Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it). Allow Inbound Traffic - Add Firewall Rule for ZappySys Data Gateway

Method-2 Here is another way to add / edit Inbound Traffic rule in windows firewall. Use below method if you choose to customize your rule (for advanced users).
  1. Search for Windows Firewall Advanced Security in start menu.
  2. Under Inbound Rules > Right click and click [New Rule] >> Click Next
  3. Select Port on Rule Type >> Click Next
  4. Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
  5. Select Profile (i.e. Private, Public) >> Click Next
  6. Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
  7. Click OK to save the rule
SQL Server Firewall Allow Inbound Data Gateway

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
        @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
     AS
        SELECT * FROM Orders where OrderDate >= '<@fromdate>';
    

    ZappySys Driver - Create Custom Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01';

    ZappySys Driver - Execute Custom Stored Procedure

  5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
      "ShipCountry",
      "OrderID",
      "CustomerID",
      "EmployeeID",
      "OrderDate",
      "RequiredDate",
      "ShippedDate",
      "ShipVia",
      "Freight",
      "ShipName",
      "ShipAddress",
      "ShipCity",
      "ShipRegion",
      "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

  6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Actions supported by Mailchimp Connector

Mailchimp Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.
 Get User Details
Gets details about the current Mailchimp user account.    [Read more...]
 Get List of Campaigns
Get all campaigns in an account.    [Read more...]
Parameter Description
Campaign type The campaign type. Possible values: regular, plaintext, absplit, rss, or variate.
Option Value
regular regular
plaintext plaintext
absplit absplit
rss rss
variate variate
Status of the campaign The status of the campaign. Possible values: save, paused, schedule, sending, or sent.
Option Value
save save
paused paused
schedule schedule
sending sending
sent sent
Campaign sent before (Format: 2015-10-21T15:41:36) Restrict the response to campaigns sent before the set time. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Campaign sent after (Format: 2015-10-21T15:41:36) Restrict the response to campaigns sent after the set time. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Campaign created before (Format: 2015-10-21T15:41:36) Restrict the response to campaigns created before the set time. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Campaign created after (Format: 2015-10-21T15:41:36) Restrict the response to campaigns created after the set time. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Using list Id The unique id for the list.
Using folder Id The unique folder id.
To customer Retrieve campaigns sent to a particular list member. Member ID is The MD5 hash of the lowercase version of the list member’s email address.
 Get Campaign Details
Get information about a specific campaign.    [Read more...]
Parameter Description
Campaign Id The ID of the campaign for which data should be read.
 Add New List
Create a new list in your Mailchimp account.    [Read more...]
 Get Lists
Get information about all lists in the account.    [Read more...]
Parameter Description
Created before (Format: 2015-10-21T15:41:36) Restrict response to lists created before the set date. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Created after (Format: 2015-10-21T15:41:36) Restrict results to lists created after the set date. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Created before last campaign send date (Format: 2015-10-21T15:41:36) Restrict results to lists created before the last campaign send date. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Created after last campaign send date (Format: 2015-10-21T15:41:36) Restrict results to lists created after the last campaign send date. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Includes email address Restrict results to lists that include a specific subscriber's email address.
Contains active ecommerce store Restrict results to lists that contain an active, connected, undeleted ecommerce store.
Option Value
true true
false false
 Get List Details
Get information about a specific campaign.    [Read more...]
Parameter Description
List Id The ID of the list for which data should be read.
 Delete List
Delete a specific list.    [Read more...]
Parameter Description
List Id The ID of the list which should be deleted.
 Update List Details
Update the settings for a specific list.    [Read more...]
Parameter Description
List Id The ID of the list for which data should be updated.
 Add New List Member
Add a new member to the list. It throws error if same email exists    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Skip Merge Validation If skip_merge_validation is true, member data will be accepted without merge field values, even if the merge field is usually required. This defaults to false.
Option Value
true true
false false
 Add or Update Upsert List Members (Bulk Subscribe or Unsubscribe)
Add or Update Upsert List Members (Bulk Subscribe or Unsubscribe).    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Skip Merge Validation If skip_merge_validation is true, member data will be accepted without merge field values, even if the merge field is usually required. This defaults to false.
Option Value
true true
false false
Skip Duplicate Check If skip_duplicate_check is true, we will ignore duplicates sent in the request when using the batch sub/unsub on the lists endpoint. The status of the first appearance in the request will be saved. This defaults to false.
Option Value
true true
false false
Update Exising Subscription Status? Whether this batch operation will change existing members' subscription status.
Option Value
true true
false false
Sync Tags Whether this batch operation will replace all existing tags with tags in request.
Option Value
true true
false false
 Add New List Members in Bulk
Adds multiple members using Bulk API.    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Skip Merge Validation If skip_merge_validation is true, member data will be accepted without merge field values, even if the merge field is usually required. This defaults to false.
Option Value
true true
false false
 Get List Members
Get information about members in a specific Mailchimp list.    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Email Type The email type.
Option Value
html html
text text
Status The subscriber's status. Possible values: subscribed, unsubscribed, cleaned, pending, transactional, or archived.
Option Value
subscribed subscribed
unsubscribed unsubscribed
cleaned cleaned
pending pending
transactional transactional
archived archived
Since Timestamp Opt (Format: 2015-10-21T15:41:36) Restrict results to subscribers who opted-in after the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Before Timestamp Opt (Format: 2015-10-21T15:41:36) Restrict results to subscribers who opted-in before the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Since Last Changed (Format: 2015-10-21T15:41:36) Restrict results to subscribers whose information changed after the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Before Last Changed (Format: 2015-10-21T15:41:36) Restrict results to subscribers whose information changed before the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Unique Email Id A unique identifier for the email address across all Mailchimp lists.
VIP Only A filter to return only the list's VIP members. Passing true will restrict results to VIP list members, passing false will return all list members.
Option Value
true true
false false
Interest Category Id The unique id for the interest category.
Interest Ids Used to filter list members by interests. Must be accompanied by interest_category_id and interest_match. The value must be a comma separated list of interest ids present for any supplied interest categories.
Interest Match Used to filter list members by interests. Must be accompanied by interest_category_id and interest_ids. 'any' will match a member with any of the interest supplied, 'all' will only match members with every interest supplied, and 'none' will match members without any of the interest supplied. Possible values: 'any', 'all', or 'none'.
Since Last Campaign Filter subscribers by those subscribed/unsubscribed/pending/cleaned since last email campaign send. Member status is required to use this filter.
Option Value
true true
false false
Unsubscribed Since (Format: 2015-10-21T15:41:36) Filter subscribers by those unsubscribed since a specific date. Using any status other than unsubscribed with this filter will result in an error.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
 Get All Members in All Lists
Get information about all members in all lists.    [Read more...]
Parameter Description
Email Type The email type.
Option Value
html html
text text
Status The subscriber's status. Possible values: subscribed, unsubscribed, cleaned, pending, transactional, or archived.
Option Value
subscribed subscribed
unsubscribed unsubscribed
cleaned cleaned
pending pending
transactional transactional
archived archived
Since Timestamp Opt (Format: 2015-10-21T15:41:36) Restrict results to subscribers who opted-in after the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Before Timestamp Opt (Format: 2015-10-21T15:41:36) Restrict results to subscribers who opted-in before the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Since Last Changed (Format: 2015-10-21T15:41:36) Restrict results to subscribers whose information changed after the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Before Last Changed (Format: 2015-10-21T15:41:36) Restrict results to subscribers whose information changed before the set timeframe. Uses ISO 8601 time format: 2015-10-21T15:41:36+00:00.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
Unique Email Id A unique identifier for the email address across all Mailchimp lists.
VIP Only A filter to return only the list's VIP members. Passing true will restrict results to VIP list members, passing false will return all list members.
Option Value
true true
false false
Interest Category Id The unique id for the interest category.
Interest Ids Used to filter list members by interests. Must be accompanied by interest_category_id and interest_match. The value must be a comma separated list of interest ids present for any supplied interest categories.
Interest Match Used to filter list members by interests. Must be accompanied by interest_category_id and interest_ids. 'any' will match a member with any of the interest supplied, 'all' will only match members with every interest supplied, and 'none' will match members without any of the interest supplied. Possible values: 'any', 'all', or 'none'.
Since Last Campaign Filter subscribers by those subscribed/unsubscribed/pending/cleaned since last email campaign send. Member status is required to use this filter.
Option Value
true true
false false
Unsubscribed Since (Format: 2015-10-21T15:41:36) Filter subscribers by those unsubscribed since a specific date. Using any status other than unsubscribed with this filter will result in an error.
Option Value
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
 Get a Specific Member From All Lists
Get information about all members in all lists.    [Read more...]
Parameter Description
Member Id The ID of the member for which to get details.
 Get List Member Details
Get information about a specific list member, including a currently subscribed, unsubscribed, or bounced member.    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Member Id The ID of the list member for which data should be read.
 Delete List Member (Archive)
Archive a list member. To permanently delete, use the delete_list_member_permanent endpoint.    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Member Id The ID of the list member for which data should be deleted.
 Delete List Member (Permanent delete)
Delete all personally identifiable information related to a list member, and remove them from a list. This will make it impossible to re-import the list member.    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Member Id The ID of the list member for which data should be deleted.
 Update List Member Details
Update the settings for a specific list member.    [Read more...]
Parameter Description
List Id The ID of the list for which you like to perform this operation.
Member Id The ID of the member to update.
Skip Merge Validation If skip_merge_validation is true, member data will be accepted without merge field values, even if the merge field is usually required. This defaults to false.
Option Value
true true
false false
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.    [Read more...]
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

Mailchimp Connector Examples for Tableau Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

Get a list of campaigns in your Mailchimp account.    [Read more...]

SELECT * FROM Campaigns

Get specific columns in list of campaigns in your Mailchimp account.    [Read more...]

SELECT Id, WebId, Type, CreateTime, ArchiveUrl, LongArchiveUrl, Status, EmailsSent, SendTime, ContentType, NeedsBlockRefresh, Resendable, RecipientsListId, RecipientsListIsActive, RecipientsListName, RecipientsSegmentText, RecipientsRecipientCount, SettingsSubjectLine, SettingsTitle, SettingsFromName, SettingsReplyTo, SettingsUseConversation, SettingsToName, SettingsFolderId, SettingsAuthenticate, SettingsAutoFooter, SettingsInlineCss, SettingsAutoTweet, SettingsFbComments, SettingsTimeWarp, SettingsTemplateId, SettingsDragAndDrop, TrackingOpens, TrackingHtmlClicks, TrackingTextClicks, TrackingGoalTracking, TrackingEcomm360, TrackingGoogleAnalytics, TrackingClicktale, DeliveryStatusEnabled 
FROM Campaigns

Get details about a specific campaign in your Mailchimp account.    [Read more...]

SELECT * FROM Campaigns 
WHERE Id='328e99cbc4'

Get list of lists/audiences in your Mailchimp account.    [Read more...]

SELECT * FROM Lists

Get specific columns in list of lists/audiences in your Mailchimp account.    [Read more...]

SELECT Id, WebId, Name, Company, Address1, Address2, City, State, Zip, Country, Phone, PermissionReminder, UseArchiveBar, CampaignDefaultFromName, CampaignDefaultFromEmail, CampaignDefaultSubject, CampaignDefaultLanguage, NotifyOnSubscribe, NotifyOnUnsubscribe, DateCreated, ListRating, EmailTypeOption, SubscribeUrlShort, SubscribeUrlLong, BeamerAddress, Visibility, DoubleOptin, HasWelcome, MarketingPermissions, Modules, MemberCount, UnsubscribeCount, CleanedCount, MemberCountSinceSend, UnsubscribeCountSinceSend, CleanedCountSinceSend, CampaignCount, CampaignLastSent, MergeFieldCount, AvgSubRate, AvgUnsubRate, TargetSubRate, OpenRate, ClickRate, LastSubDate, LastUnsubDate 
FROM Lists

Get details of a list/audience in your Mailchimp account.    [Read more...]

SELECT * FROM Lists 
WHERE Id='e246f7e24d'

Delete a list from Mailchimp account.    [Read more...]

DELETE FROM Lists 
WHERE Id='e246f7e24d'

Get list of members within a specific list/audience in your Mailchimp account    [Read more...]

SELECT * FROM get_list_members 
WITH (ListId='e246f7e24d')

Get the current user's account information, such as full name, user name, email address, role, etc.    [Read more...]

SELECT * FROM get_user_details

Get specific columns of the current user's account information, such as full name, user name, email address, role, etc.    [Read more...]

SELECT AccountId, LoginId, AccountName, Email, FirstName, LastName, UserName, AvatarUrl, Role, MemberSince, PricingPlanType, FirstPayment, AccountTimeZone, AccountIndustry, ContactCompany, ContactAddress1, ContactAddress2, ContactCity, ContactState, ContactZip, ContactCountry, ProEnabled, LastLogin, TotalSubscribers 
FROM get_user_details

Create a new list/audience in your Mailchimp account    [Read more...]

INSERT INTO Lists
(Name, Company, Address1, Address2, City, State, Zip, Country, Phone, PermissionReminder, UseArchiveBar, CampaignDefaultFromName, CampaignDefaultFromEmail, CampaignDefaultSubject, CampaignDefaultLanguage, NotifyOnSubscribe, NotifyOnUnsubscribe, EmailTypeOption, DoubleOptIn, MarketingPermissions)
VALUES
('The Awesome List', 'My Company Name', '123 Morgan Falls Lane', 'Suite 250','Albany', 'GA', '30114', 'US', '(770) 555-1234', 'Thank you for signing up for these notification emails!', 'false', 'Sales Team', 'salesteam@mycompany.com', 'The best deals are here!', 'en', 'salesteam@mycompany.com', 'salesteam@mycompany.com', 'true', 'false', 'true')

Update details of a list/audience in your Mailchimp account (Update Mail Footer Address for SPAM compliance)    [Read more...]

UPDATE Lists SET Address1='123 Main Street', Address2 = 'Suite 52',  City = 'Chicago'
WHERE Id='e246f7e24d'

Get a list member by Id from a Mailchimp List    [Read more...]

SELECT * FROM ListMembers 
WHERE Id='170a0722daae03855d6434eb3a5959fb' 
WITH (ListId='e246f7e24d')

Get a list member by Email from a Mailchimp List    [Read more...]

SELECT * FROM ListMembers 
WITH (ListId='e246f7e24d', Id='test@abc.com')

Delete a list member (archive) from a Mailchimp List.    [Read more...]

Delete List Member by Id and archive it. To delete permanently use delete_list_member_permanent endpoint. Archived / bounced record cannot be resubscribed. To resubscribe you must call delete_list_member_permanent

DELETE FROM ListMembers 
WHERE Id='170a0722daae03855d6434eb3a5959fb' 
WITH (ListId='e246f7e24d')

Delete list members (archive) from a Mailchimp List which are created after specific date (i.e. after Opt In time).    [Read more...]

Delete list member operation archives the record. To delete permanently use delete_list_member_permanent endpoint. Archived / bounced record cannot be resubscribed. To resubscribe you must call delete_list_member_permanent.

DELETTE from ListMembers 
WHERE TimestampOpt > '2023-06-16' 
WITH (ListId='a4d24015f8')

Delete list members permanently from a Mailchimp List which are created after specific date (i.e. after Opt In time).    [Read more...]

Delete list member operation archives the record.

select * from delete_list_member_permanent 
WITH (ListId='a4d24015f8' , Id='170a0722daae03855d6434eb3a5959fb' )

Get list of all members within all lists/audiences in your Mailchimp account    [Read more...]

SELECT * FROM ListMembers --scan all lists and then fetch members for each list

Get details on a specific member within all lists/audiences in your Mailchimp account    [Read more...]

SELECT * FROM ListMembers 
WHERE Id='170a0722daae03855d6434eb3a5959fb'

Get specific columns in list of members within a specific list/audience in your Mailchimp account    [Read more...]

SELECT Id, ListId, EmailAddress, UniqueEmailId, ContactId, FullName, WebId, EmailType, Status, ConsentsToOneToOneMessaging, FirstName, LastName, AddressLine1, AddressLine2, City, State, Zip, Country, Phone, Birthday, StatsAvgOpenRate, StatsAvgClickRate, IpSignup, TimestampSignup, IpOpt, TimestampOpt, MemberRating, LastChanged, Language, Vip, EmailClient, Latitude, Longitude, LocationGmtOff, LocationDstOff, CountryCode, TimeZone, Region, Source, TagsCount, Tags 
FROM ListMembers 
WITH (ListId='e246f7e24d')

Create a new member in the specified list/audience in your Mailchimp account    [Read more...]

INSERT INTO ListMembers
(EmailAddress, Status, EmailType, MergeFields, Language, Vip, Latitude, Longitude, IpSignup, TimestampSignup, IpOpt, TimestampOpt, Tags)
VALUES
('np-brucewayne1@zappysys.com', 'subscribed', 'html',
'{"FNAME":"John","LNAME":"Doe","ADDRESS":{"addr1":"123","Freddie":"Ave","city":"Atlanta","state":"GA","zip":"12345"}}',
'en', false, '41.881832', '-87.623177', '192.168.0.8', '2023-04-01 18:00:00', '192.168.0.8', '2023-04-02 14:00:00',
'["Newtag1","Newtag2","Newtag3"]')
WITH (ListId='a4d24015f8')

Update an existing member in the specified list/audience in your Mailchimp account    [Read more...]

UPDATE ListMembers 
SET EmailAddress='brucewayne10@mycompany.com'
, Status='subscribed' --subscribed, unsubscribed, cleaned, pending
, EmailType='text' --html, text
, Vip='false' --true
, FirstName='Bruce'
, LastName='Wayne'
/*,MergeFields= '{
        "FNAME": "Bruce1",
        "LNAME": "Wayne1",
        "PHONE": "678-111-1234"
    }',
*/
, Language='en' --fr
, TimestampOpt='2023-04-02 11:37:49' 
, Latitude='38.8951' , Longitude='-77.0364' --Washington DC
, Tags='["tag1","tag2"]'
WHERE Id='e9f73ced3b649f0ca829103bcacb2846' 
WITH (ListId='a4d24015f8',SkipMergeValidation='false')

Bulk Add / Update MailChimp Subscibers (members) from Microsoft SQL Server Table - Subscribe / Unsubscribe    [Read more...]

UPSERT INTO ListMembers
SOURCE('MSSQL', 'Data Source=localhost;Initial Catalog=tempdb;Integrated Security=true'
,'select ''brucewayne10@gmail.com'' EmailAddress,''first1'' as FirstName, ''subscribed'' Status 
UNION ALL
select ''test55@gmail.com'' EmailAddress,''first1'' FirstName, ''subscribed'' Status 
')
WITH(ListId='a4d24015f8')

 --//column name alias must match with InputColumns of ListMembers

Bulk Add / Update Subscibers (list members) from CSV File - Subscribe / Unsubscribe    [Read more...]

UPSERT INTO ListMembers
SOURCE('ODBC', 'Driver={ZappySys CSV Driver};DataPath=c:\subscribers.csv'
,'select col1 as EmailAddress,col2 as FirstName, col3 as Status from $') --//column name alias must match with InputColumns of ListMembers
WITH(ListId='a4d24015f8')

Bulk Add / Update Subscibers (list members) from any ODBC Source - Subscribe / Unsubscribe    [Read more...]

UPSERT INTO ListMembers
SOURCE('ODBC', 'DSN=MyOdbcDsn
,'select col1 as EmailAddress,col2 as FirstName, col3 as Status from sometable') --//column name alias must match with InputColumns of ListMembers
WITH(ListId='a4d24015f8')

Bulk Add Subscibers (members) to the List from Source like MSSQL, ODBC    [Read more...]

INSERT INTO ListMembersBulk
SOURCE('ODBC', 'DSN=MyOdbcDsn
,'select col1 as EmailAddress,col2 as FirstName, col3 as Status') --//column name alias must match with InputColumns of ListMembers
WITH(ListId='a4d24015f8')

Conclusion

In this article we discussed how to connect to Mailchimp in Tableau and integrate data without any coding. Click here to Download Mailchimp Connector for Tableau and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

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