Acuity is like a personal assistant for your schedule--only better. With Acuity Scheduling, booking appointments with your clients & customers doesnt have to be a neverending time suck anymore. (Hallelujah!) Let your clients view your real-time availability, select the date and time that works best for them, pay in advance via Stripe, Paypal or Authorize.net, and even cancel or reschedule all on their own--without you having to drive yourself crazy.

Acuity

Infusionsoft by Keap offers your small business a range of automated sales and marketing solutions. Having tools like lead generation, marketing automation, and CRM functionality all in one place, allows your business to grow and succeed!


infusionsoft_by_keap_logo

Infusionsoft by Keap

_You're slightly panicking. Why is the contact count that PieSync is showing not the same as the amount of contacts that you have in your app?_ _It's always possible that PieSync isn't syncing all your contacts. Let's go over some of the most frequent reasons why that might happen:_

<TipBox>Does PieSync show a higher contact count? Go to this article: [**When PieSync shows a higher contact count**](/help/faq/why-pie-sync-might-show-a-higher-contact-count/)</TipBox>

## 1. Is the check box '[Avoid Duplicates](/help/features/avoid-duplicates/)' on?

If you have a lot of **contacts without an email address**, this might be the reason why PieSync's contact is lower than you expected.

This setting ensures that no duplicate contacts get created. It's is done by looking at the email address of each contact and using that to identify and match contacts across apps. This setting also disables the sync for contacts without an email address.

<TipBox>This setting also prevents duplicate contacts from being synced. If you have two contacts with the same email address in your app, then PieSync will only sync one of those.</TipBox>

## 2. Do you have any _sensitive_ [filters](/help/features/conditions-and-actions/)?

Some filters require you to fill in a text box. **These text boxes are very sensitive**.

For the filter to work properly, the values in the text box have to correspond 100% with the values in your app's field. A wrongly capitalised letter, an accidental typo or a railing space can cause the filter to deliver nothing.

![](//images.ctfassets.net/f2ysq090txql/2qA0brhLpY6hDWIYMfpC2z/5ba2a121cc34be107c2d92f936e9b30d/screenshot-2019-02-15-at-14-34-06.png)

## 3. Did you just start a new sync?

You might only be looking at the contacts PieSync has _created_, not at the ones PieSync actually put _in sync_. To see your overall contact contact count go to [your homepage](https://app.piesync.com/connections) or [billing page](https://app.piesync.com/team/billing).

Are you sure the sync is active? The sync might still be in progress or halted unexpectedly. You are able to confirm the sync status by going over to the [dashboard](/help/faq/different-dashboard-states/) of your sync. If the status is anything other than 'Synchronization Active', then the sync is not ready yet.

4.  ##### **Maybe your apps require certain fields to be filled?**
    

Check if your app has any **specific requirements to allow for contact creation**. Some apps require contacts to have some required fields to be populated in order for a contact to be created. In most cases it's either First Name and/or Last Name or Email Address.

We recommend visiting our [help page for your apps](/help/connector-apps). App specific requirements are in most cases mentioned there.

![](//images.ctfassets.net/f2ysq090txql/16bCYmBa8ZI4yz0CZQkDOK/e74ecfe6f7e25014811645bf5321f846/screenshot-2019-02-20-at-16-10-46.png)

<InfoBox>If you checked all of the above and you still don't know why the contact count doesn't match, then just write a quick email to [support@piesync.com](/help/faq/i-didn-t-find-the-answer-i-was-looking-for-here-how-can-i-get-in-touch/) stating what's happening. There might be some other error blocking your contacts to sync. Our support heroes will gladly figure this out for you! If you have a specific contact, don't hesitate to add their email address.</InfoBox>

You re slightly panicking  Why is the contact count that PieSync is showing not the same as the amount of contacts that you have in your app    It s always possible that PieSync isn t syncing all your contacts  Let s go over some of the most frequent…

Get personalized help for all kinds of errors as well as unexpected behavior in your syncs

Why PieSync's contact count might be lower than you expect

<InfoBox>Full PieSync Terms can be found [here](http://www.piesync.com/terms/)</InfoBox>

### Security and data protection

PieSync warrants that the PieSync Platform service is secure and protected in a professional manner. However, as the PieSync Platform service is delivered through the internet, PieSync cannot guarantee that PieSync Platform cannot be hacked, breached or compromised in any manner. In case User finds or suspects any misuse or security breach, User will immediately contact PieSync on support@piesync.com.

PieSync will not store User data on its servers, that are not strictly necessary for the delivery of the Piesync Platform service.

Whenever you interact with our Website, we automatically receive and record information on our server logs from your browser including your IP address, "cookie" information, and the page you requested. "Cookies" are identifiers we transfer to your computer or mobile device that allow us to recognize your browser or mobile device and tell us how and when pages in our Website are visited by you. You may be able to change the preferences on your browser or mobile device to prevent or limit your computer or device's acceptance of cookies, but this may prevent you from taking advantage of some of our Website's features. If you click on a link to a third party website, such third party may also transmit cookies to you. This Privacy Policy does not cover the use of cookies by any third parties.

When you visit the Website, whether as an PieSync customer or a non-registered user just browsing, our servers automatically record information that your browser sends whenever you visit a website ("Log Data"). For example, Log Data may include information such as your computer's IP address, browser type or the webpage you were visiting before you came to our Website, pages of our Website that you visit, the time spent on those pages, information you search for on our Website, access times and dates, and other statistics. We use this information to monitor and analyze use of the Website and the Services and for the Website's technical administration, to increase our Website's functionality and user-friendliness, and to better tailor it to our visitors' needs.

PieSync uses third party vendors and hosting partners from the United States. If you are located outside the United States, the information that we collect from you may be transferred to, and stored and processed at, a destination in the United States. By submitting information, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your information is treated securely and in accordance with this Privacy Policy.

The User is entitled to process its customers’ personal data as set forth in Article 2 of the Privacy Directive 95/46/EC (hereinafter “Personal Data”) on Piesync Platform, strictly in accordance with following terms:

1.  User acknowledges that he will comply with all regulations relating to privacy protection that are applicable in the area where he operates.
    
2.  User will register the processing of Personal Data with the competent authorities.
    
3.  With regard to the use of Piesync Platform and of the PieSync server by the User, PieSync will only act and User instructs PieSync to act only as a processor of the Personal Data. PieSync will never initiate the processing of Personal Data without express instruction of the User.
    
4.  The User acknowledges that he acts as a controller and will remain at all times owner of the Personal Data.
    
5.  The User accepts full responsibility for the processing of the Personal Data and agrees to defend, indemnify and hold harmless PieSync, its shareholders, directors, officers, employees, agents, distributors, attorneys, parent companies, subsidiaries and affiliates, harmless from and against any and all claims, liabilities, judgments, penalties, taxes, costs and expenses (incl. reasonable attorney fees and costs) arising out of or related to User’s breach of this article.
    

### Confidentiality

PieSync acknowledges that all information and/or data that is processed through PieSync Platform is confidential and represents an important commercial asset of the User. PieSync hereby undertakes to keep this confidential information and/or data strictly secret, and in no circumstances and in no way to divulge it and/or to make it known to third parties, and not to use this information and/or data to its own benefit without express written permission from the User. PieSync shall only pass the confidential information and/or data to or make it known to those of its employees and contractors that absolutely must have this information and/or data to provide PieSync Platform and the related services.

The User undertakes a similar confidentiality obligation with respect to the data that the User receives from PieSync.

Security and data protection  PieSync warrants that the PieSync Platform service is secure and protected in a professional manner  However  as the PieSync Platform service is delivered through the internet  PieSync cannot guarantee that PieSync Platf…

How to manage your PieSync account and set up billing

Account

Data Security & PieSync Terms

_Seeing a higher contact count than you thought you might have? Here are some possible reasons why:_

<TipBox>Does PieSync show a lower contact count? Go to this article: [**When PieSync shows a lower contact count**](/help/faq/why-pie-sync-s-contact-count-doesn-t-match-the-contacts-count-in-your-app/)</TipBox>

## 1. Did you disable some rules or delete a connection?

Even though PieSync syncs contacts in real-time, **the contact counter is only every hour.** If you just disabled some rules or deleted a connection, we recommend revisiting PieSync after an hour to see if your contact count has gone down.

<InfoBox>A pauzed or frozen sync will not reduce your contact count. Even though the sync isn't active, our app still keeps a history on all recorded changes. To reduce your contact count, delete the connections.</InfoBox>

## 2. Did you delete some contacts in your app?

In most of the supported apps, [**PieSync is unable to recognise deletions**](/help/features/syncing-deletions/). As such, when you delete a contact, PieSync still thinks the contact is in sync. Deletion will still have to be performed manually on both sides and won't affect the contact count at all.

<TipBox>This is why we always advise to [prepare your data before initiating PieSync](/help/want-to-learn-more/preparing-your-data/). As PieSync cannot delete or merge contacts, cleaning up your data whilst PieSync is active can lead to unpredictable results.</TipBox>

## 3. Do you have multiple connections syncing the same contacts?

To calculate the total [contact count](/help/faq/how-does-pie-sync-calculate-the-total-contact-count/), we add up the u**nique contacts in sync PER connection**. If a contact is present in two connections, we count that contact twice as these are two separate syncs we perform to keep that contact in sync continuously between all the apps.

Seeing a higher contact count than you thought you might have  Here are some possible reasons why       1  Did you disable some rules or delete a connection   Even though PieSync syncs contacts in real time  the contact counter is only every hour  If…

Why PieSync's contact count might be higher than you expect

Thank you so much for your interest in PieSync. We're certain this is the start of a meaningful partnership.

Please find below the next steps to go live with our platform:

1.  [Complete this partnership form](https://piesyncforms.typeform.com/to/kBDvyZ).
2.  Send us your complete **API** **Documentation** and provide credentials to a **Sandbox Account**
3.  PieSync will then build the **integration and liaise with your team if necessary**.
4.  Once finished, we will organize a **training session & demonstration** of the integration (either live or online).
5.  We will then prepare customer resources for **a shared announcement.**

When it comes to technical aspects PieSync will need to rely on your API Documentation. Please make sure to setup a sandbox account and let us know how we can access it so will be able to play with it and test.

Regarding marketing initiatives, please see below

## Marketing initiatives

**Integration launch co-announcement**

*   Blog post announcement
*   Direct Email announcement
*   Newsletter Email announcement
*   Social Campaigns
*   Community announcements
*   In-app announcement
*   Co-marketing with other PieSync apps

**PieSync content on (y)our site and app**

*   PieSync and Partner landing page on (y)our website
*   PieSync Widget embedded inside your app's UI
*   PieSync integration featured in your on boarding sequence
*   PieSync listing in (y)our partner/integrations page or directory
*   PieSync help docs on (y)our website

**Continious promotion**

*   Webinars
*   Ebook
*   Social campaigns (Facebook, Twitter, LinkedIn)
*   Customer Case Studies
*   Guest Blogging
*   Blog posts around specific use cases and user stories

**TRAINING RESOURCES**

*   Training session w/ PieSync Expert
*   Training documentation for internal use. 

We keep our integrations partner close so we can continue our co-Marketing initiatives to continually improve our partnership.

## PieSync CDN

If you are not a developer, or are not familiar with a CDN. A CDN (Content delivery network) is a system that allows for the quick transfer of assets needed for loading Internet content including HTML pages, javascript files, stylesheets, images, and videos.

In this case, PieSync provides you with a CDN to get all the available integrations. This allows you to [easily create a marketplace like PhoneBurner did.](https://www.phoneburner.com/integrations/)

URL: [`https://cdn.piesync.com/providers/[id]/connectable_apps`](https://cdn.piesync.com/providers/wildix/connectable_apps)

You would need to replace **`ID`** with your app name. If not sure, don't hesitate to reach out.

## PieSync app Widget

We offer the possibility to dynamically show all available connections on the PieSync platform. This way, your visitors will have the ability to immediately see whether or not their app is supported by PieSync. There are two versions to our widget. 

### Widget Attributes

data-left (optional)  
data-right  (optional)  
data-size  (optional)  
data-filters  (optional)  
  
data-medium (optional)  
data-campaign (optional)  
data-source (optional)

##### **Option 1: Full Size widget with no selected app**

You do not have to use any additional attributes - just copy the code below.

```<Widget src="https://cdn.piesync.com/widget.js" />```

<Widget src="https://cdn.piesync.com/widget.js" />

##### **Option 2: Full Size widget with 1 selected app**

Make sure to populate the `data-left` attribute in the code below.

```<Widget src="https://cdn.piesync.com/widget.js" left="salesforce" />```

<Widget src="https://cdn.piesync.com/widget.js" left="salesforce" />

##### **Option 3: Full Size widget with 2 selected app**

Make sure to use the `data-left` and `data-right` attributes.

```<Widget src="https://cdn.piesync.com/widget.js" left="hubspot" right="googlecontacts" />```

<Widget src="https://cdn.piesync.com/widget.js" left="hubspot" right="googlecontacts" />

##### **Option 4: Compact Size widget with no selected app**

Make sure to populate the `data-size` attribute with `"compact"`

```<Widget src="https://cdn.piesync.com/widget.js" size="compact" />```

<Widget src="https://cdn.piesync.com/widget.js" size="compact" />

##### **Option 5: Compact Size widget with 1 selected app**

Make sure to use the `data-size` attribute as well as the `data-left` attribute.

```<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" size="compact" />``` 

<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" size="compact" />

##### **Option 6: Compact Size widget with 2 selected apps**

Make sure to use the `data-size` attribute as well as the `data-left` and `data-right` attributes.

```<Widget src="https://cdn.piesync.com/widget.js" left="pipedrive" right="mailchimp" size="compact" />```

<Widget src="https://cdn.piesync.com/widget.js" left="pipedrive" right="mailchimp" size="compact" />

##### **Option 7: Exclude integrations**

We understand you may want to exclude certain integrations, e.g. because they are direct competitors of yours and you don't like to include their branding on your website. In this case you can use the data attribute `data-filter`, this will prevent integrations that are technically available to be visible in the widget.

```<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" data-size="full" data-filters="constantcontact, activecampaign, hubspot" />```

<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" data-size="full" data-filters="constantcontact, activecampaign, hubspot" />

## PieSync Providers API

In addition to the widget, we also expose the long list of PieSync's available connectors in real time on an open endpoint. You can leverage this information to build out your own app's marketplace. Amend [`[dashboard_id]`](https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps) inside this URL with the name of your application.

[`https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps`](https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps)

For Example:

[`https://cdn.piesync.com/providers/intercom/connectable_apps`](https://cdn.piesync.com/providers/intercom/connectable_apps)

[`https://cdn.piesync.com/providers/mailchimp/connectable_apps`](https://cdn.piesync.com/providers/mailchimp/connectable_apps)

[`https://cdn.piesync.com/providers/fullcontact/connectable_apps`](https://cdn.piesync.com/providers/fullcontact/connectable_apps)

## PieSync Brand assets

A logo & icon package can be [downloaded from our website](https://www.piesync.com/press/assets/PieSync%20logo%20package.zip).

The official PieSync colors are #07f, #f60 #ffcd1a, #b0f, #36e292, and #232E33.

![](//images.ctfassets.net/f2ysq090txql/4n4ybppQ1b9dTUwuTdXCm1/2ec61f59392e08771d2af8c5664f55b1/image.png)

## Partner Page

We’ve created a dedicated partner page for you and your team for internal use.

`http://piesync.com/partner/[id]`

## Partner Discount

There is a 50$ discount code for your customers that can be found here: [https://app.piesync.com/referrals](https://app.piesync.com/referrals)

## About PieSync
#### Blurb

PieSync provides a seamless 2-way contact sync between #APPNAME and your favorite apps.

#### Meet PieSync

PieSync provides a no-code data bridge between business applications to sync contacts and/or leads. You can personalize the synchronization by making the sync go two-way or one-way, applying filters, and customizing the field mapping. 

Since most apps are not natively integrated, you have to work out a way to get contact data from one app to another. A lot of businesses use the time-wasting import/export method, but your apps are never really up-to-date. Others use one-way pushes, but that often results in duplicates and historical data is not pushed.With PieSync you can connect over 160+ applications to #APPNAME without the need of a developer. Applications are added every week so you can focus on your business while PieSync does all the data management for you.

#### Benefits of the integration

##### Obtain a true 360° customer view

Align customer audiences in all your SaaS applications so you know you’re working with the most up to date data. 

##### Consistent data across all your apps

Surface relevant customer details from your customers and sync them 2-way all across your SaaS stack. Share accurate contact information across your marketing, sales and customer service platforms.

##### 2-way syncs real-time, all the time

A two-way sync means data is kept identical in a smart way. This is different from how traditional integrations claim to sync data across apps, but only pushing data from one app to the other, back & forth. This comes with a high risk of overwriting data or creating duplicates.

##### Stop manual import/exports

Use PieSync to sync your contacts data seamlessly into existing databases, never overwriting data, only enriching it. Save time on data entries, prevent manual errors and focus on what matters.

#### Features of the integration

✓ Set up a sync in 4 easy steps

A very simple 4 step process to achieve a full 2-way sync. Select your apps, authorize them, and configure the sync. Choose between 2-way or 1-way syncing, or trigger off the 2-way sync based on contacts already existing on either side and much more. No surprises.

![](//images.ctfassets.net/f2ysq090txql/4YiNgAWP4i7sq1mu7d1AxS/db366a6b0a7b5ff9683c24f239a5e441/Z2cwXtVAQgFH48pT8SBPt8iV31bKtxXVASs15wV5tYBMwC7nwX3rNvYvwfvnWcUGUJ70ZJBNqSTKOx-Cmf66U9EkGFRBu1ByMKAQb2pehkltqGQNZpoPxXe3gW9PazXw)

✓ Bidirectional Sync

PieSync is a bidirectional sync that allows you to create and/or update contacts in all your applications to prevent data loss. Truly sync up your #APPNAME database with your other apps through intelligent sync rules. Sync only a subset of contacts, and include actions so you know where contacts are coming from inside your other app. 

![](//images.ctfassets.net/f2ysq090txql/1vy8eUxop0Nfe6NY95r7et/3ffa8cab30d14ad4e851414f1c347bb7/mclOJu7OSl8f9IjMt1c0gRZjiyys4AqMI-lQY66wYy3_COhHsfhVUG6U_I9OCOPmBkCLdZj2vioGum4RNCoPV2FQoBGxmjnkft0ELorOiR45b8oyzVOp4WbuduXKZQOG)

✓ Filters & mappings

Rich filters and customizable field mapping give you full control over how the sync will run in both directions. All data of contacts will be intelligently matched merged so you end up with richer data after the sync. 

![](//images.ctfassets.net/f2ysq090txql/WkVGqBeiyn4qJmmo6JJJW/83228a07302fca61f09d234bd3e23bbe/yKMdT9yylIZoEOS5ur_JXObJ34vk7xISl5z5yrNnLj2252Zdj_mm_FCEOr_mECL2baTcMizjsjJvirwWgQtKc-twbKJ6i8VQqzAErLijpT9oR58mEopTZXYl6vi7b9dP)

✓ Duplicate prevention

PieSync's 2-way syncing technology is fundamentally different from integrations that rely on a trigger-action principle. PieSync processes not only new but also existing contacts and looks at the e-mail address to smart match contacts. This is crucial to avoid duplicates from syncing over.

![](//images.ctfassets.net/f2ysq090txql/2aXOf0FmgBaF78VAUfDn0n/8e679c0643f0b59275145bd31e002fcf/rE0cDwcTpuBNPiM169viDZqhRFdS5pAtp7qud567Z-2HlKThYsCCV2vOgM8AVWi-kUcWqk-Z0cz7coWI-AZHqTyowgWrKB-D-1tJFeUTxWssYZLPNZ3dIdjXS_Pszylj)

#### Pricing

The PieSync Pricing plans start at 9$/month and depending on the number of contacts in sync and features used pricing will go up.

<InfoBox>More about our current pricing page can be found [here]( https://help.piesync.com/account/billing).</InfoBox>

#### **PieSync vs Zapier**

**Can you fully sync the data between two apps?**

**Zapier:** Currently Zapier doesn't offer two-way syncing features like version merging or version conflict resolution. Most supported apps don't have triggers for updated data.

**PieSync:** Yes, in both directions. Conflicting data is merged in a controlled way – fields will never be overwritten.

**If I update information in one app, will that change be reflected in the other app?**

**Zapier:** Not in most cases. However, some supported apps have updating capabilities, which will be stated in the trigger or action descriptions.

**PieSync:** Yes, PieSync constantly monitors the records in both web apps, and when it detects changes, it updates the data in the other app too, keeping everything in sync.

**What about my historical data. Would it be in sync?**

**Zapier:** The data created before your Zap was turned On will not be acted upon.

**PieSync:** Yes, during the initial sync we match the existing, historical data between the two systems.

<InfoBox>More info on the main differences between PieSync and Zapier can be found [here](https://www.piesync.com/piesync-vs-zapier/)</InfoBox>

## Helpful resources

*   [Partner Overview](https://drive.google.com/file/d/1qUBcCJg8Sjitd4EpIObFEue5i4v2fsEF/view)
*   [PieSync API](https://drive.google.com/file/d/0B2kz4FxXzhrbdG95bng3MUY5MUU/view)

<TipBox>Don't hesitate to reach out to [aron@piesync.com](mailto:aron@piesyn.com) if you have any more questions.</TipBox>

Thank you so much for your interest in PieSync  We re certain this is the start of a meaningful partnership   Please find below the next steps to go live with our platform   1   Complete this partnership form  2   Send us your complete API Documentat…

Partners FAQ

Steps to partner launch your application on the PieSync platform.

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

**Infusionsoft** **(by Keap)** offers your small business automated sales and marketing solutions. Having tools like lead generation, marketing automation, and CRM functionality all in one place, allows your business to grow and succeed!

<TipBox>We also support [Keap](/help/connector-apps/keap/), the more simplified version of Infusionsoft by Keap.</TipBox>

The video below gives an example of setting up connections with the Infusionsoft app for both Google Contacts as the Xero app.

<Embed src="//www.youtube.com/embed/8_YjORH5DT8" />

**Below you'll find detailed information, specifically for Infusionsoft integrations:**  

## Supported Infusionsoft Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="infusionsoft" />

## Authorizing Infusionsoft

To authorize Infusionsoft, we simply need you to log in and allow access. 

![](//images.ctfassets.net/f2ysq090txql/3s3CRjrF0tH681mITuJ6ig/f07b4481d9f557d57daaf3472e408d7b/screenshot-2019-02-01-at-13-46-25.png)

![](//images.ctfassets.net/f2ysq090txql/25h1r9j6SAONkO34Ifxb5i/403989ae10eaf79c13333b0e323dde52/image.png)

If you already authorized Infusionsoft account(s) in the past or in any other PieSync integration, you can skip this step and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/3gqarcd6GplykRzJLyEB3q/e9755d0c32dc1eba59712355a3975a41/screenshot-2019-02-01-at-13-48-04.png)

## Choose your contact type

Distinguish between Companies and Contacts before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/3G7sPVg4s9Gg2Pu9GqUd19/81d71f8fadb3e0881d27182ecd37741f/screenshot-2019-09-18-at-14-56-01.png)

* Learn about our **contact sync below**.
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   TAGS 
*   CONTACT OWNER
*   LEAD SOURCE
*   ASSIGNED/UNASSIGNED
*   FIELD VALUES (INCLUDING CUSTOM FIELDS) \[_contains/does not contain/has any value/equals/does not equal/...\]_
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/6zX4txn5Fvrm4EZKOBMaC9/c145c5a0e9dea0eca7abf34ed557e178/screenshot-2019-02-01-at-13-49-38.png)

## \[THEN\] Supported Actions

*   ADD/REMOVE TAGS
*   UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/4WePA193TjorTIkw8S3mov/064e54155b22f20d50b6d1797328bc5e/screenshot-2019-02-01-at-13-49-57.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Infusionsoft fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:  

![](//images.ctfassets.net/f2ysq090txql/2DCn456K9Rshdk6Lvn7jCk/199b32f2aa51b2d3f4b8cee75d597314/screenshot-2019-02-01-at-13-56-37.png)

<InfoBox>_PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B._ _In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B._ </InfoBox>

## Customizable Field Mapping

You can and should map any additional standard & custom fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/1CCkH71qhLL7muX8SHiEs6/08e475bf3a7179dd3f2d165ccacccf28/screenshot-2019-02-01-at-13-57-52.png)

## Additional Options 

### Syncing Deletions

In connections between Google Contacts and Infusionsoft, you are able to [**SYNC DELETIONS**](/help/features/syncing-deletions/) **one-way**. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash'  to that same contact in Infusionsoft. You will be able to review this segment first before deleting or taking any other action in Infusionsoft too.  

![](//images.ctfassets.net/f2ysq090txql/1GD5QySciPqyt6l8WrKifr/02d2d8c8b04166c62df07ca668594971/screen-shot-2018-04-24-at-16.27.12.png)

### Syncing Unsubscribes

In connections with Marketing Tools (e.g. such as MailChimp), you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact unsubscribes in e.g. MailChimp, we add the tag 'PieSync Unsubscribes' in Woodpecker. You will be able to review this segment first before e.g. deleting or taking action in Woodpecker.

![](//images.ctfassets.net/f2ysq090txql/2DmPRN4cBegoT0QtkAtKVh/c66947e87fe5d437faba29a1b604eec9/screen-shot-2018-04-24-at-16.25.05.png)

### Set Infusionsoft email addresses to Unconfirmed

Each email address stored in Infusionsoft is assigned a status. More in-depth information can be found [here](https://help.infusionsoft.com/userguides/contact-management/create-and-manage-contacts/email-status-icons-explained). The **unconfirmed** email status indicates that you have permission to send marketing messages to the email address.

<InfoBox>Enabling this feature will result in contacts being set to Unconfirmed, meaning they will receive marketing messages.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/758sml3RoRC8zP8DOE32KK/40b5d67342daa039ad9cb2779f6f2ffd/screen-shot-2018-04-24-at-15.56.32.png)

<InfoBox>The availability of additional options in our sync is app and connection dependent. If the box (screenshot above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create a new segment 'PieSync Trash' on the other side. </InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!** </TipBox>

Infusionsoft  by Keap  offers your small business automated sales and marketing solutions  Having tools like lead generation  marketing automation  and CRM functionality all in one place  allows your business to grow and succeed     The video below g…

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

With cloud-based Clio Manage, lawyers can build a better practice from any device, at home or office. Manage cases, documents, bills, appointments, and clients, streamline your accounting tasks, and protect your information with bank-grade encryption and security audits.


clio

Clio Manage

Use Keap to organize all your client information and daily work while streamlining administrative tasks, freeing you up to concentrate on your clients.



keap_logo

Keap

Popular sync combinations

Clio and Infusionsoft by Keap

## What is possible? 

### Contacts 

The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times. 

Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users, etc.
The basic principle is that we display the same name as the entity the app uses as its contact repository. 

In the example below, we are syncing contacts between HubSpot and QuickBooks. In this case, the respective contact repositories are called "Contacts" and "Customers":
![Screen_Shot_2020-06-17_at_18_54_14.png](//images.ctfassets.net/f2ysq090txql/6QtXWvDkZby3VGbRueaieA/b1869c44db996b8e5b63234cfa6f5760/Screen_Shot_2020-06-17_at_18_54_14.png)

### Leads

Similar to our contact sync, our engine is also able to sync the leads entity in your apps. 

<InfoBox> Learn more about our Leads sync [here](https://www.piesync.com/help/faq/syncing-leads/ "Syncing Leads"). </InfoBox>

#### Some key take aways: 

- Some applications have a standalone Leads entity. PieSync is able to incorporate that in the sync. You can choose which contact type you wish to sync during the 3rd step of the configuration process, as shown in the example below for Microsoft Dynamics 365:
![Screen Shot 2020-06-17 at 20 09 24](//images.ctfassets.net/f2ysq090txql/7LMmtESf1P17iJx6aqGPId/fc8ee1f5f550b1cb8b04ff6a42a13654/Screen_Shot_2020-06-17_at_20_09_24.png)

- It might be that your application doesn't have a leads entity, while you can see leads in your account. In such cases, the leads are stored within the Contacts section and distinguished by a particular field (e.g "Status"). We are able to incorporate those in the sync as well. 


### Companies

Also known as "Accounts" or "Organizations", this is the third entity that PieSync is able to sync. It does come with a nuance though.

- Our companies sync is only available for a limited number of applications. A full overview of the supported apps can be found at the bottom of [this page](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info").

- PieSync only offers a company to company sync. This means companies or accounts can't be synced to a contact entity. Doing so will result in the following error message: "The selected combination of entities cannot be synced"
![Gif KB](//images.ctfassets.net/f2ysq090txql/6g2SKlBqZ5ohwXATA8uYX1/77dea4fe62601ad7c3984637d9e1d0d0/Gif_KB.gif)

- For some integrations, PieSync is able to expose Company related fields when syncing Contacts. This allows you to sync company related information on the contact level. 
More information on this can be found [here](https://www.piesync.com/help/faq/syncing-company-related-information-on-contact-level/)

When available, these fields will be visible in the sync configuration as shown in the example below:
![Screen Shot 2020-06-17 at 21 11 39](//images.ctfassets.net/f2ysq090txql/nkle72OLNjoqH01AmkKCj/2119244dc2be432fe3ff011dd5ff046e/Screen_Shot_2020-06-17_at_21_11_39.png)
<InfoBox> Learn more about the possibilities of our Companies sync [here](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info"). </InfoBox>


## What PieSync doesn't sync today 


- Deals / Opportunities. 
- Tasks
- Notes / Logs / Activities
- Orders / Products
- Emails
- Invoices / Quotes
- Campaigns
- Custom Objects

At this point, we focus on syncing your contact data. The entities listed above cannot be synced at the moment. However, this doesn't mean we won't support them in the future. On the contrary! Our developers are currently working on ways to implement some of these features as well.

Feel free to share what you'd like to sync through [this small survey](https://piesyncforms.typeform.com/to/Erb2jN "typeform").
It only takes a few minutes and allows us to capture valuable feedback regarding the priority of these features. 

Additionally, by filling in this survey, you’ll automatically receive a notification when the feature you’re looking for is being launched.


What is possible     Contacts   The beating heart of our syncing engine can help you with keeping your contact information in sync  at all times    Depending on the app you re using  you might see alternative names such as Audiences  Customers  Users…

What does PieSync sync? 

## 5 quick steps to do before you hit "Sync!"

![](//images.ctfassets.net/f2ysq090txql/54ScpBCj0sW99qoJjUfpuR/86ae7b3b17adbd3463fd0bf62dc4f5d4/larry.gif)

<InfoBox>Hesitant to "Start syncing now" after you configured a sync?  
Follow these steps to gain peace of mind! </InfoBox>

**1) Pause other syncs to your apps**

Turn off or pause any existing integrations in parallel (other PieSyncs, Zapier, Fullcontact, etc). Leaving these syncs on can lead to unpredictable results. Check your CRM's account settings, you may already be syncing some data (one way).

**2) Back up your data**

In the next step, we'll give you some tips on cleaning up your data. That's why it's wise to make a backup first should you be too enthusiastic in cleaning contacts. [Google Contacts, Icloud, ContactsPlus save a temporal state of your Contacts so you can always go back to a state prior to a sync](/help/want-to-learn-more/revert-a-sync/). Have contacts on your phone? [Here's a checklist.](/help/faq/get-your-phone-contacts-in-sync/)

**3) Time to clean**

Delete contacts you won't ever need anymore. You may want to empty Google's ["Other Contacts" folder](https://support.google.com/mail/answer/1069522?hl=en&visit_id=1-636459121173695326-1876924094&rd=1) filled with legacy contacts. Make sure your source & target data is rid of duplicates. Use the “find & merge duplicates” features of Google/iCloud/Outlook or from your CRM. 

*   [Instructions for Google Contacts](https://support.google.com/mail/answer/1069522?hl=en) (+ [9 extra tips provided by FullContact](https://www.fullcontact.com/blog/clean-up-google-contacts/))
*   [Instructions for iCloud](https://support.apple.com/en-us/HT203565)
*   [Instructions for Outlook.com](http://ccm.net/faq/39487-outlook-com-how-to-remove-duplicate-contacts)
*   [Instructions for CRM, for example Pipedrive](https://www.google.com/search?q=dedupe+pipedrive+contacts)

Once the sync is started, you can continue performing these clean up operations. PieSync [can detect cleaning](/help/want-to-learn-more/cleaning-up-duplicates-in-your-crm/) up contacts.

**4) Do a sanity check**

Perform a human check on whether the find&merge duplicates did its job. Merge whichever duplicates that weren’t detected automatically, delete old contacts or old addresses. By default, PieSync will only sync contacts that have an e-mail address, which is what we then use on the other side of the sync to keep your contacts unique. 

**5) Run a test sync**

If you want to test PieSync on a limited dataset, you can apply some intelligent rules to narrow down the sync. 

<Embed src="//www.youtube.com/embed/Bk_OSkK-JvQ" />

  

*   For instance, adapt rules to only sync contacts with a specific dedicated test-tag, and have it update a specific field on the other side as extra proof. If you only tag one contact in your CRM with this very specific tag, only this contact will sync. The other contacts remain untouched.![](//images.ctfassets.net/f2ysq090txql/4H8IOtuSEcAwFFWpEMv4A4/4315bb78f5091ac100c72fcc71ac5f69/blob)
*   Don't have tags in your app? Consider creating a test contact with a dummy or test e-mail address and only leave this rule enabled. Works just as well. Just know that sometimes a dummy e-mail address won't get created inside your ESP client.
    
    ![](//images.ctfassets.net/f2ysq090txql/3B3AD2S36pvyK2G2UtmyfS/b460cd55b694b72ea77f9a1f4e57f04e/blob)
    
*   Furthermore, you can always disable rules to prevent contacts from being created into an environment where you want to avoid unexpected contacts from being pushed towards! 
    
    ![](//images.ctfassets.net/f2ysq090txql/2HCSnFK21Pn9hVNi3Q1yTV/99282c381394ca36cbfc1bc7e6e1e1d1/screen-flow.gif)
    

[What are you waiting for? Start syncing! ](/help/features/getting-started/)

<TipBox>Still in doubt? Feel free to [schedule a call](https://calendly.com/piesync) with our support team.</TipBox>

5 quick steps to do before you hit  Sync        1  Pause other syncs to your apps  Turn off or pause any existing integrations in parallel  other PieSyncs  Zapier  Fullcontact  etc   Leaving these syncs on can lead to unpredictable results  Check you…

Want to learn more?

Preparing your data for PieSync

<Embed src="https://www.youtube.com/embed/mwH6sLjgIVg/" />  

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! 

*   If your iPhone contacts are stored in iCloud, you can choose to [sync your contacts from iCloud directly to many of PieSync's other supported apps](http://www.piesync.com/icloud/).
*   If you're not using iCloud, you should consider moving your contacts to a cloud service, as only then will PieSync work.

**But even if your contacts are currently stored in iCloud**, and [PieSync supports iCloud](http://www.piesync.com/icloud/), you may want to make sure your iPhone uses Google Contacts instead, especially if the rest of your business runs on Google apps.

## Managing multiple contact lists on an iPhone

A quick way to find out which contacts are currently loaded up on your iPhone, is by going inside the **Contacts app**, or the **Phone app** of your iPhone.

By tapping the **Groups** icon on the top left, you'll understand that an iPhone is capable of visibly merging different databases into one single contact list.

While in some cases it is handy to have your iPhone consolidate contact lists, in most cases it actually leads to **confusion.** Because everything is neatly merged, there is no easy way to recognize in which cloud database a specific contact is being stored.![](//images.ctfassets.net/f2ysq090txql/3R930qCIp77bn5CBEqOTug/e4937fa14b75e0b5e8fda7df552698f1/image.gif)

  
<InfoBox>Where is your mom's contact stored? Is it in iCloud? Google Contacts? Your SIM card? Worse yet, is it in all three of them simultaneously? Your iPhone actually dedupes them & merges identical contacts visually!  
  
The idea is ultimately that your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com) or [icloud.com/contacts](https://www.icloud.com/contacts) respectively to see & manage these lists.</InfoBox>

## Where are your contacts stored?

So how does your iPhone manage contacts? This help article can't possibly cover all possible scenarios, but here's how you can easily find out how your iPhone is setup currently.  
  
Go to **Settings -> Contacts -> Accounts** to find out which services are allowed to manage/add contacts on your phone. In the example shown to the left, there are three accounts moving contacts into this iPhone:  

1.  iCloud
2.  Personal gmail.com
3.  G-suite-domain

It's very likely you will see something different on your phone: you may or may not have iCloud, you could have an [Outlook](http://www.piesync.com/outlook-office365/) account, and so on.

![](//images.ctfassets.net/f2ysq090txql/4dGQCrcQjhwMJIrw3KAawL/d3544012e3d0b59539ad6b96943bd33b/image.gif)

<InfoBox>**Did you know?** Connecting a Google account to an iPhone will **import** your Google Contacts. However, the contacts that you had on your phone before **are not moved to Google**. They remain stored on iCloud or on your phone! Follow these instructions to back up those contacts to Google.</InfoBox>

The next steps will help you consolidate your contacts into Google's ecosystem instead. **Wherever your contacts are,** with the [**Google Drive app**](https://itunes.apple.com/be/app/google-drive-secure-online-file-storage/id507874739), you can push your Contacts data from your iCloud or those that are locally stored  to the Google Drive and into Google Contacts.

## Move your iPhone Contacts to Google Contacts with the Google Drive app

1. [Download Google Drive](https://drive.app.goo.gl/?link=https://drive.google.com/_/backup/ios&ibi=com.google.Drive&ius=googledrive&isi=507874739) to your iPhone and sign in with your Google account. If you don’t have a Google Account, you can create one when you sign-in to Google Drive. Already have Google Drive? Make sure it’s up to date.  

![Install Google Drive Google Contacts iPhone](//images.ctfassets.net/f2ysq090txql/6q1Oh3EUTKzpAGTWVZEGEB/d5c95a281c8ee1566fda9cd877aaaaa7/image.jpeg)

2. Now it’s time to backup your content. Open Google Drive and go to the backup wizard in Menu > Settings > Backup. You can select which content you want to backup or simply backup everything. Then hit “Start”.

3. Sign-in to your Google Account on your iPhone.  

![](//images.ctfassets.net/f2ysq090txql/6jkNFu6BAaqQcxVkxn2jpi/fea21e5327c83dfab643d375e4aacbdd/image.jpeg)

4. Go to your iPhone settings and **make sure your default account is the selected** **Gmail account**.This ensures that new contacts are added to Google Contacts and can then be synced to your cloud apps such as your CRM.

<InfoBox>Don't forget to set up the "Default account" to be Google! Merely connecting a Google account isn't sufficient, you also need to make sure new contacts you create on your phone are immediately created inside Google via this setting.</InfoBox>

<Embed src="https://www.youtube.com/embed/VlMm4q1wIn0/" />


Where are your contacts stored   So how does your iPhone manage contacts  This help article can t possibly cover all possible scenarios  but here s how you can easily find out how your iPhone is setup currently       Go to Settings    Contacts    Acc…

Setting up your iPhone to sync with Google Contacts

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are **some exceptions** where a mapping can only be set up one-way:  

*    When a **field cannot be modified** in the application you are syncing.

*   When a **field only allows some specific values**. In that case we do not allow writing to the field because we cannot guarantee the new value is allowed by the field. For example: dropdown, (multi)-select, status,... fields.

*   When **two mapped fields have different types** such as text, number, date,... In some of those cases we cannot guarantee a correct conversion in both sync directions. For example: the data in a number field can easily be converted to a text field, but not all text values can be synced back to the number field.

![](//images.ctfassets.net/f2ysq090txql/66hjCGL1zMNRiVjyVDJ1us/d5747886fa0d3aa4542c88c72e246cb6/image.png)
  
Bear in mind that the **general direction** of your connection affects your syncing behavior. When you have configured your connection as a one way sync in the other way (→), the following message will pop up.  

![](//images.ctfassets.net/f2ysq090txql/74uOD8xabUStQVtQHdm3MT/3c20b4f263730bd08520da5c66a942fd/image.png)

Where possible  PieSync offers bidirectional field mappings  two way   However  there are some exceptions where a mapping can only be set up one way         When a field cannot be modified in the application you are syncing      When a field only all…

Why can my fields only be mapped one-way?


## Step 1: Choosing your apps

In setting up a sync connection, you first choose [the apps](/help/faq/which-connectors-do-you-support/) that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for. After you select the first app, you immediately proceed to select the second app. We will connect to these apps in a second step.  

![](//images.ctfassets.net/f2ysq090txql/3KxQtwOhw5ZSMt8fYYXTfz/ee3e8abcd18d5947d5b84b9168a9ace3/screenshot-2019-05-20-at-15-18-15.png)

> We add new apps [every week!](http://www.piesync.com/connections/) 

Please reach out to us if you're not able to set up the combination you need - we might be able to help.

## Step 2: Authorize your apps

In order to use PieSync, you need to have registered accounts with the apps you selected. At this point, you'll need to connect PieSync to these apps so we can fetch the contacts data configuration. You do this for both apps. While the screenshots below are some examples, [the instructions for your app are listed separately on this page](/help/connector-apps). If it is the first time using PieSync, you will need to authorize both apps, one after the other.

![](//images.ctfassets.net/f2ysq090txql/1yIcstEdqicA8OeMVfSaUI/428747f5c872177d0df7e2eea579634b/image.jpeg)

If you have previously set up a connection with any of these apps, you can choose to re-purpose that authorization. Of course, you can also choose to login to your apps with a separate account too.

![](//images.ctfassets.net/f2ysq090txql/2reZkRSo7ZAWia7MPDV88B/04af9415b8c8fe7660a6e6c6996b651b/screenshot-2019-05-20-at-15-19-31.png)

## Step 3: Choose your contact type

Choose whether you want to sync Contacts or Leads. The availability to sync Leads depends on whether your app has a Leads entity

![](//images.ctfassets.net/f2ysq090txql/7Ak44LlJd6uTiQPVjMkPBu/2fd9180354747b46255728c013542995/screenshot-2019-05-20-at-15-30-18.png)

<InfoBox>This step will only appear if the applicable app has Leads available.</InfoBox>

## Step 4: Configure your sync

### 4.1 A two-way sync is made up by at least two rules

Once you authorized  2 apps, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs ([do I need one-way or two-way?](/help/features/sync-direction/)).

![](//images.ctfassets.net/f2ysq090txql/7FOQ10iMP8cUSoUsuyH4oZ/a41f6387ed9676de2ec541d5f6074725/screenshot-2019-05-20-at-15-47-19.png)

A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

![](//images.ctfassets.net/f2ysq090txql/4WXwFvxUcgeOUEBZ17ujQu/d70d784e556e5bd2b797d3c583e78628/screenshot-2019-05-20-at-15-51-54.png)

> _In this  example, rule 1 dictates that for every contact that PieSync finds in Google Contacts, PieSync will update or create one in Copper in case it didn't exist already there. Rule 2 completes this 2 way sync: for each contact that exists in Copper, a counterpart will be updated or created in Google Contacts. For instance, if you don't need all of your Copper contacts into Google Contacts, simply remove this rule!_

If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but **the Pro plan and onward allow for more**. Why would you need more than 2 rules? Read on!

### 4.2) Adding conditions & actions

Your contacts don't behave the same way across apps:

*   In your marketing tool, customers are recipients that move across distribution lists and change subscriber status
*   in your invoicing tool, they have carefully kept address & contact information
*   In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID
*   In your e-commerce platform, new buyers become customers
*   ..And in your CRM, your customers should consolidate all of this information into a single view

Through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync [rule](/help/features/multiple-rules/), you can choose to add a filter and add actions to syncs. 

![](//images.ctfassets.net/f2ysq090txql/7d7LBTtReimN4YR9MFzbVV/3c8dd3ac16c3881a11e57b45b95604bd/screenshot-2019-05-20-at-15-56-27.png)

> Good to know; in a two-way sync, PieSync will suggest to optionally undo & revert the actions so you can sync datasets in unison. In the above example, all of the contacts in Google Contacts label "Coworkers" are those that are in HubSpot's static list. If you remove contacts from the Hubspot list, they also get their Google Contacts label removed.

What you can do [depends from app to app](/help/faq/which-connectors-do-you-support/). Typically, it is in the if-clause that you'll be able to define a segment of your contacts. In the then-clause, you can perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

![](//images.ctfassets.net/f2ysq090txql/3pP2FN1NfJywOj07n89CWM/82bd11ed58dd49d4365684b1f3cfc726/screenshot-2019-05-20-at-16-18-46.png)

![](//images.ctfassets.net/f2ysq090txql/UR3fAVJo4MTSfRS4eojEg/dcc7b5e6a64730b63ac251bc1197ddc8/screenshot-2019-05-20-at-16-25-59.png)

> Our customers have come up with so many creative use-cases that help them maximize the benefits of their cloud-stack. 

### 4.3) Connection settings

In addition to setting up sync rules, PieSyncs presents a series of app-dependent options. These include: 

*   a toggle to help [AVOID DUPLICATES](/help/features/avoid-duplicates/) - possibly hard-coded by default
*   handy ways to have PieSync [SYNC DELETIONS](/help/features/syncing-deletions/) or [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) across datasets
*   you should [CHOOSE YOUR MASTER APP ](/help/features/master-app/)so that during the initial sync and afterwards, conflicting changes can be resolved
*   in connections that include Google Contacts, we suggest you [ADDITIONALLY SYNC TO THE GOOGLE CONTACTS GROUP 'MY CONTACTS'](/help/features/my-contacts/), especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.

![](//images.ctfassets.net/f2ysq090txql/g07Md3qATNeSngQ4vptIj/d459cbab4f02c1268e13d4fdb9d1c3e6/image.jpeg)

> Options available under a Google-Mailchimp connection. The options under "connection settings" are app-dependent. If you do not see a particular option, the app does not support it unfortunately.

### 4.4) Field mapping

A contact is more than just a name. All your contacts attributes need to be carefully mapped with one another in a sync. 

*   PieSync's [DEFAULT FIELD MAPPING](/help/features/new-default-field-mapping/) shows you those default fields we will always keep in sync and details how we mapped them between the two apps you have connected. You cannot change these fields.
*   In the [CUSTOMIZABLE FIELD MAPPING](/help/features/new-customizable-field-mapping/), you'll be able to map fields stored in your apps that we didn't find logical counterparts for. This includes default fields as well as custom fields. The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. 

<InfoBox>Custom Mappings are available from the Pro Plan onward. More information on why you should upgrade to a Pro Plan [HERE](/help/faq/why-should-i-upgrade-to-medium-as-a-small-or-micro-subscriber/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/6TYE1HpRDGiXLR90yDVcRy/2734fd39119f00201fa161b31d2af3f7/screenshot-2019-05-20-at-16-36-41.png)

### 4.5) Start syncing!

![](//images.ctfassets.net/f2ysq090txql/6CZH8gP8SUoaMOKgdB1lHD/bed220e9ac6040ae417e4bd3330c2631/image.png)

Make sure no other integrations are running next to PieSync for the accounts you have connected in PieSync. Other integrations will have access to your data and have the ability to manipulate as well. For this reason, we kindly ask you to use PieSync and nothing else to keep your data in sync. **Other integrations running in parallel with PieSync are a no-go!**

_In case you have a lot of contacts in your applications, the initial sync will take some time, even if you configured PieSync only to sync a subset of your contacts. During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subset) to avoid duplicates during the sync. After the initial sync, it should never take much longer than five minutes for updates to show._

## Step 5: Monitor your connection in the Dashboard

Once the connection is running, the activity monitor will be your real-time view into PieSync's operations. It provides insight into: 

*   new contacts being created from your first app to your second app that didn't exist yet
*   new contacts being created from your second app to your first app that didn't exist yet (if you did a 2-way sync)
*   updates made to contacts that had been synced & matched up before: the update is now also synced up
*   whether your synchronization is active or not - you can pause the connection should you so wish

![](//images.ctfassets.net/f2ysq090txql/6sSzj03PVg91eb7tWh0LM/6e45073632cc0fcfaa72b696de1bf6c4/screenshot-2019-05-20-at-16-40-35.png)



## Optional: Want to become an expert in PieSync?
Follow Frans & Jan along [a one hour deep-dive](https://app.hubspot.com/academy/tracks/86/) on all things PieSync on the HubSpot Academy. 
[![Gif of the HubSpot Academy](//images.ctfassets.net/f2ysq090txql/5V3TGS0putUt844bcBLM6C/209bf5106150370d83c2f8d68274bade/ezgif.com-gif-maker.gif)](https://app.hubspot.com/academy/tracks/86/)

In setting up a sync connection, you first choose the apps that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for.

The essentials of setting up a two-way or one-way sync between your apps.

Getting started

Getting started with PieSync

microsoftdynamics

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers.  Native integrations to other Microsoft products make this a powerful CRM.


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

**Microsoft Dynamics 365** is a cloud-based CRM that focuses on intelligent customer engagement and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM. Office 365 is Microsoft’s App suite and cloud collaboration tool and includes Microsoft Dynamics 365.

**Below you'll find detailed information, specifically for Microsoft Dynamics 365 integrations:**

## Supported MS Dynamics 365 Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="msdynamics" />

This video sets up a 2-way sync between Microsoft Dynamics 365 and Chargebee.

<Embed src="//www.youtube.com/embed/0BsnntPXr9w" />

## Authorizing MS Dynamics 365

We simply ask your login details and your permission. **To Authorize your MS Dynamics 365 account, we need:**

1.  **Your Microsoft Dynamics 365 'Root Service Address', to be found in the URL of your application, it should end in** **_dynamics.com_.**
2.  **Your Microsoft Dynamics API version - you can retrieve this in the settings 'About' / The first 2 numbers represent the API version.**

![](//images.ctfassets.net/f2ysq090txql/7sI1xJX9Mz7VnkpymlI0w/617b7e80ad08b6f77e26ecaa49f71ce9/screen-shot-2018-04-24-at-12.57.02.png)

If you already authorized Microsoft Dynamics 365 account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/4ZPxvZI7fzN25q2GYKTuDY/21035ee991952b38aff628f905006823/2.png)

## Choose your contact type

Distinguish between Contacts, Leads or Accounts before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/J8O5ply6UCdgDOUWADNAG/94648eadbd8f0c7957a6325d242eee3f/screenshot-2019-09-19-at-11-51-37.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   OWNERSHIP
*   EMAIL OPT-IN/OPT-OUT STATUS
*   ACTIVE/INACTIVE STATUS
*   ALREADY EXISTING IN APP YOU SYNC WITH 
*   STATUS
*   CONTACT FIELDS (phone, address, ....)
*   CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/3KvMf6itAsiSbG3TuaB7QQ/aee8e894df037ed7b8d1ab935bfd4d54/image.png)

## \[THEN\] Supported Actions

*   UPDATE (CUSTOM) FIELD VALUES 

![](//images.ctfassets.net/f2ysq090txql/7gbikvMZYKqbLXkp0oXdoV/a5bc9237df5200d84fa167fd41d85f85/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Microsoft Dynamics 365 fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/QlV3gitBnFStAq6uU7sLs/5b1836dc3888b75c1e6d827850db310b/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B</InfoBox>

## Customizable Field Mapping

You can custom map your Microsoft Dynamics 365 Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/1C36efxvVHD4Jj6hivmy9J/60d775b9fdc632a0e2c59c33dc6a31de/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no MS Dynamics 365 integrations on the PieSync platform that support our [Unsubscribes](/help/features/syncing-unsubscribes/)/[Deletions](/help/features/syncing-deletions/) sync.

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Microsoft Dynamics 365 is a cloud based CRM that focuses on intelligent customer engagement and allows companies to market and sell more productively and smarter to their customers  Native integrations to other Microsoft products make this a powerful…

MS Dynamics 365

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