Ascendix is a commercial real estate CRM and provider of B2B data services. Speed up and simplify data entry processes, make marketing brochures and microsites for listings and properties, and track all your activities, listings, deals, and leases on one platform.


ascendix

Ascendix

With Apple's iCloud, you'll always have up-to-date versions of all your photos, notes, documents, contact lists, and more. The service keeps all your devices in sync, allowing you to share information between your computer and other mobile devices at home or office.


icloud

iCloud

<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>

With Apple's **iCloud**, you'll always have up-to-date versions of all your photos, notes, documents, contact lists, and more. The service keeps all your devices in sync, allowing you to share information between your computer and other mobile devices at home or office. **Below you'll find detailed information, specifically for iCloud integrations.** 

Watch a video on how to set up a sync between iCloud & Pipedrive, but the principle works just the same with any other app.

<Embed src="//www.youtube.com/embed/DQnAGe9N7xI" />

## Supported iCloud Integrations

## Authorizing iCloud

When authorizing iCloud, we need your iCloud username (email address) and an App-specific Password (single-use passwords generated by Apple).

![](//images.ctfassets.net/f2ysq090txql/2IJAuA2nnbr78lQSQJYmHC/319da6bbb5bd85d7d654247d716cc3ae/pasted-image-12-03-2019-16-44.png)

Instead of using your login password, we require an app-specific password. This is a password generated by apple that you can only use once. So let met explain you how you can do this.

1\. Make sure to have two factor authentication **_enabled_**. [More info here.](https://support.apple.com/en-ca/HT204915)

2\. Once you've enabled two factor authentication. Login into [appleID.apple.com](https://appleid.apple.com/)

3\. Under the security section, you can generate an app-specific password. [More info here.](https://support.apple.com/en-us/HT204397)​

![](//images.ctfassets.net/f2ysq090txql/40DpKdHwb8rpfcFu6YzTZ4/01e72cce66168ba6c4fbc742a98972bc/pasted-image-12-03-2019-17-00.png)

If you already authorized iCloud account(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/3MeUutuhKFNFup5wci8GKs/75e23550ea37ba036cbced2a2039fca4/screen-shot-2017-07-27-at-09-36-47.png)

## \[IF\] Supported Conditions/Filters

*   FIELDS
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/7r59mWgNgpdDHspPD125kM/c73dc7ec71e83842116a8b7dc9052894/image.png)

## \[THEN\] Supported Actions

*   UPDATE FIELDS

![](//images.ctfassets.net/f2ysq090txql/24gecbFslQ66gUYxjCMZjJ/995cb7810983b38ffac7a3a4b3614b18/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard iCloud fields being mapped. For instance, a connection to Google Contacts will look something like this:

![](//images.ctfassets.net/f2ysq090txql/57C7okIgd5kASoeyugn4Ky/81489f83dde15e6f16383bb55595de1d/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

Currently, iCloud does **not** support custom contact fields. However, you can map 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.

![](//images.ctfassets.net/f2ysq090txql/YzGpXkRtGLwN4mVZzer28/3fa355a764807395b8bda80fcc14f4a2/screen-shot-2017-07-27-at-11-31-14.png)

More information on Customizable Field Mapping in other integrations [here](/help/features/new-customizable-field-mapping/). 

## Additional Options

### Syncing Unsubscribes/Deletions

**There are no supported iCloud integrations on the PieSync platform, that support our Unsubscribes/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>

With Apple s iCloud  you ll always have up to date versions of all your photos  notes  documents  contact lists  and more  The service keeps all your devices in sync  allowing you to share information between your computer and other mobile devices at…

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

Supported Apps

actpremium

Act! Premium

Act! Premium Cloud makes every interaction count with quick, organized access to highly personalized customer details, so it’s easy to build relationships that last.  This all-in-one CRM gives you instant access to your customer information anywhere in the world and from all of your devices. You can also establish eCommerce Connections and much more.

<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>

**Act! Premium Cloud** makes every interaction count with quick, organized access to highly personalized customer details, so it’s easy to build relationships that last. This all-in-one CRM tool gives you instant access to your customer information anywhere in the world and from all of your devices. You can also establish eCommerce Connections and much more.

<Embed src="//www.youtube.com/embed/13y4dc-G1tw" />

**Below you'll find detailed information, specifically for Act! Premium Cloud integrations:**

## Supported Act! Premium Cloud Integrations

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

## Authorizing Act! Premium Cloud

**To authorise, simply follow the steps as described below and make sure you meet the requirements to be able to sync. We need your domain, customer name, database name, database username and password.** 

![Act authorization popup](//images.ctfassets.net/f2ysq090txql/3MqTqeAFazJ9wHXUShy93J/8d5e0d32c0fee9dfe141dfcbc61d0b39/Screen_Shot_2020-08-12_at_11.39.59.png)
![Act authorization popup 2](//images.ctfassets.net/f2ysq090txql/dc6Zj0t5omnA1JIaJISi6/e3f66e0abba3a3597987830ec3aa1ce4/Screen_Shot_2020-08-12_at_11.36.48.png)

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

![](//images.ctfassets.net/f2ysq090txql/1Jj4Wn7tfKAbs20s9bjJOy/81be09bd789252303e889692346799bf/screen-shot-2017-11-14-at-13-59-32.png)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/3P7gPmEGfvEUiniNncn20Q/32bdc1dbd9fa83394d80b8ec4421430f/screen-shot-2019-11-18-at-10-44-14.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

*   IS A USER
*   IS NO USER
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/2riKFeF73EKFfCJSqSZucI/f5ffcec8dca021d7050711db0cc8faab/image.png)

## \[THEN\] Supported Actions

*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/DS3nu4bnYabi4Xf9cPQU0/a7e1823b441e1030d68e5fca6e692f93/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/4tJWC1Mv5Da5l8s1hJdHmh/1d8fec96753142478cd6b3b3507a3d48/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 Act! Premium Cloud 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/78PJP5rUexogTzHvC4oWaW/2d6a5ff320ac89fe393f979d2cdef945/image.png)

## Additional Options

### Syncing Deletions

Currently, there are no Act! Premium Cloud integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no Act! Premium Cloud integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<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](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Act  Premium Cloud makes every interaction count with quick  organized access to highly personalized customer details  so it s easy to build relationships that last  This all in one CRM tool gives you instant access to your customer information anywh…

Act! Premium Cloud

DD-roundel-512x512

dotdigital Engagement Cloud

dotdigital’s Engagement Cloud is the platform of choice for businesses seeking to engage customers across all touchpoints. The platform’s features empower 4,000+ brands across 150 countries to acquire, convert, and retain customers.
 

<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>

**dotdigital Engagement Cloud** helps you to create and track personalized, segmented and optimized email marketing campaigns. Import mailing lists, web forms, data third-party sites and apps, as well as website and purchase behavior. dotdigital Engagement Cloud helps to segment customer lists and send automated, triggered emails based on events, purchase history and much more!

## Supported dotdigital Engagement Cloud Integrations

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

## Authorizing dotdigital Engagement Cloud

To authorize dotdigital Engagement Cloud you will need to put in your API username and API password in the pop-up window that appears. Then, in a second step, you choose the address book in dotdigital Engagement Cloud you would like to synchronize the contacts of. 

![](//images.ctfassets.net/f2ysq090txql/5qAPebBYznTrqtBTCpbI3E/255d1833bbcafa618509886d6caefc39/image.gif)

<InfoBox>The API Username & API password can be found in your **dotdigital Engagement Cloud** access settings  
</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/4RlIAPtcrDtojMd7ykQrCd/c8602045264d43d016e3830c54797adc/image.gif)

If you already authorized your dotdigital Engagement Cloud addressbook in the past or in any other PieSync integration, you'll be able to skip this step and immediately choose from your **CONNECTED ACCOUNTS**.

## \[IF\] Supported Conditions/Filters

<InfoBox>At the moment we will only be able to read into the 'Subscribed contacts' and not the 'Unsubscribed' or 'Suppressed' contacts. </InfoBox>

You can synchronize dotdigital Engagement Cloud subscribers or information stored inside those subscribers out of dotdigital Engagement Cloud to your other application. By default, anyone in the addressbook will be the subject of a sync. However, you can choose to limit the sync by selecting a subset through a filter.

*   On the condition if already exists in the other application you are syncing to
*   Any of the default fields
*   Any of the custom fields you have setup

![](//images.ctfassets.net/f2ysq090txql/2hoxKMBJMSfLq7rxTkOMaL/851ae7fec3e44804b2520d211d21760e/screenshot-2019-05-09-at-11-41-49.png)

## \[THEN\] Supported Actions

In the event that you synchronize contacts into dotdigital Engagement Cloud, you can choose to have an action performed alongside the synchronization, which is to update the fields present on the subscriber, including custom fields.

![](//images.ctfassets.net/f2ysq090txql/6JSfyvtQSeWol7Zz2rfCO2/fb72f31ae0bb16724213afb58942c91b/screenshot-2019-05-09-at-11-42-19.png)

## Default Field Mapping

By default, you will not see many fields that have been mapped, other than Email & Name. These are mapped by default - you cannot change this as this is required. See below an example, showing a connection with ZohoCRM.

![](//images.ctfassets.net/f2ysq090txql/4cj7idemNBbVnIAICEuVbF/9ff2f0604c317cff931fa27366ceb0c9/screenshot-2019-05-09-at-11-35-35.png)

## Customizable Field Mapping

<TipBox>Because there are very little default fields in a sync with **dotdigital Engagement Cloud,** you can and should custom map your custom fields to corresponding fields in the other app.</TipBox>

Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/30gFhl4cPIyJQVrdaiO09Y/2e651ff9181017c5342249af383b4dfd/screenshot-2019-05-09-at-11-38-57.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Syncing unsubscribes is possible through the use of our IF/THEN rules as seen on the image below.  

![](//images.ctfassets.net/f2ysq090txql/4gjQCSI3XUwtzItp8ynm8O/cd90be422b552bf276a9fef4fd8eaee2/screenshot-2019-05-09-at-11-39-28.png)

<InfoBox>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. </InfoBox>

<InfoBox>**Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!** </InfoBox>

dotdigital Engagement Cloud helps you to create and track personalized  segmented and optimized email marketing campaigns  Import mailing lists  web forms  data third party sites and apps  as well as website and purchase behavior  dotdigital Engageme…

mautic

Mautic

Mautic offers an open marketing cloud, enabling companies to connect all their digital properties and channels into a seamless customer experience. Engage your leads through social media marketing, track your contacts, send personalized emails, build forms, create campaigns, and use detailed feedback to grow your business.



<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>

**Mautic Cloud** offers an open marketing cloud, enabling companies to connect all their digital properties and channels into a seamless customer experience. Engage your leads through social media marketing, track your contacts, send personalized emails, build forms, create campaigns, and use detailed feedback to grow your business.

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

## Supported Mautic Cloud Integrations

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

## Authorizing Mautic Cloud

To authorize, we need your Mautic Domain, Username and Password.

<TipBox>We also support self-hosted Mautic deployments.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/2CTDPBN0JLai7IgMTBuvvt/3cdbf8120cd68b7bc4ac47cbf6ee68e6/screenshot-2019-06-12-at-08-38-05.png)

![](//images.ctfassets.net/f2ysq090txql/3LDNtLbnDy1CMBgTdp18Py/c40846fa100634b75d30ce2f76f9cb6e/screenshot-2019-06-12-at-08-38-16.png)

<TipBox>The terms and conditions with regards to self-hosted apps can be found [here](/help/account/self-hosted-applications-terms-conditions/).</TipBox>

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

![](//images.ctfassets.net/f2ysq090txql/1LGOIk0YR8SciKb8Oa0lBP/8c3017283df0a9f868af81d67cc19732/screen-shot-2019-01-09-at-10-50-19.png)

## \[IF\] Supported Conditions/Filters

*   Has Tag
*   Is set to / not set to "Do Not Contact"
*   Attribution
*   Owned by
*   Points
*   Stage
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/35xLDq5EbQ3iserL0G58Jo/b376e403000a1bdd15b5843f1aef99ca/screen-shot-2019-01-09-at-10-57-27.png)

## \[THEN\] Supported Actions

*   Add / Remove Tag
*   Set Owner to
*   Update Attribution
*   Update Points
*   Update Stage
*   Updating field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/6VDeC8kv8yFpl9zUnaCQNs/f0af81b46cc6a36846a5eb01a7e38868/screen-shot-2019-01-09-at-10-57-43.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/mbXZzUK1vPZMg8oadTBGf/de41fc5bd8ce9736bc7f348a6f978337/screen-shot-2019-01-09-at-10-57-56.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 Mautic Cloud 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/30lg3oyMkGt04ayP5laes8/ee1189ec200316895b31acae3678b7fd/screen-shot-2019-01-09-at-10-58-09.png)

## Additional Options

### Syncing Deletions

Currently, there are no Mautic Cloud integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no Mautic Cloud integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box 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](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Mautic Cloud offers an open marketing cloud  enabling companies to connect all their digital properties and channels into a seamless customer experience  Engage your leads through social media marketing  track your contacts  send personalized emails …

Mautic Cloud

pipeliner-logo

Pipeliner Cloud

Pipeliner Cloud delivers a level of visualization and instant, dynamic insights unrivaled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates. Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.



<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>

**Pipeliner CRM Cloud** delivers a level of visualization and instant, dynamic insights unrivaled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates. Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.

**Below you'll find detailed information, specifically for Pipeliner CRM Cloud integrations:**

## Supported Pipeliner CRM Cloud Integrations

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

## Authorizing Pipeliner CRM Cloud

To authorise, provide your API Token, API Password and Space ID.

![](//images.ctfassets.net/f2ysq090txql/5P8ssRhRruOxs2NrMRDW1I/dba309c306bb3bcfb35e4dc22bd6f334/screen-shot-2019-11-28-at-14-36-19.png)

Select your personal Pipeliner CRM Account:
![Select your personal Pipeliner CRM Account](//images.ctfassets.net/f2ysq090txql/1VsD6uXjVwSunTHwdM8fbr/12d7c17ac803b8879aea3f9bcfcc5b9e/Screenshot_2020-08-11_at_15.41.07.png)

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

![](//images.ctfassets.net/f2ysq090txql/5O0WArWieVxip91Hr9ZgKE/793847f8ff65acd5992557d6cacc3534/screen-shot-2019-11-28-at-14-35-59.png)

## \[IF\] Supported Conditions/Filters

*   Sales Unit Name
*   Gender
*   Owner Name
*   Gets Deleted
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with.

![](//images.ctfassets.net/f2ysq090txql/72xDHXmWFFbzOJmRA4cEsD/7b67afea2f75b3509ae2672e9a4c6150/screen-shot-2019-11-28-at-14-39-21.png)

## \[THEN\] Supported Actions

*   Update Sales Unit Name
*   Update Owner Name
*   Update field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/6SzGnbJYoo2SVv8igYCWUW/efcdea044043d850c7962e9305a7c025/screen-shot-2019-11-28-at-14-39-33.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/1ePUADcbdYFxh3M9I4phGF/e847556fa5f0894290cb7785cc68d3c9/screen-shot-2019-11-28-at-14-39-52.png)

<InfoBox>You have the ability to disable default mappings and reuse them in the [custom mappings](/help/features/new-customizable-field-mapping/) section.</InfoBox>

## Customizable Field Mapping

You can custom map your Pipeliner CRM Cloud 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/2iPHJ0bBCa2S5JKdsU60ok/45e6822d94485f29e20cc90d5d3d08bd/screen-shot-2019-11-28-at-14-40-04.png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Pipeliner CRM Cloud, 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 Pipeliner CRM Cloud. You will be able to review this segment first before deleting or taking any other action in Pipeliner CRM Cloud too.

![](//images.ctfassets.net/f2ysq090txql/2nejy0napRgW7xu2fdTOZI/60f8e156f82b8afb8c07f3c316fa048e/screen-shot-2019-11-28-at-14-39-45.png)

### Syncing Unsubscribes

Currently, there are no Pipeliner CRM Cloud integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/). However, by applying certain filters and actions, you have the ability to sync unsubscribed contacts via the PieSync rules:

![](//images.ctfassets.net/f2ysq090txql/6iO6yd4f5hcy4Vp934UXcS/dc982d0eaa29251f28bffcfc92c526b5/screen-shot-2019-11-28-at-14-47-20.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box 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](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Pipeliner CRM Cloud delivers a level of visualization and instant  dynamic insights unrivaled in the CRM space  This ensures a supreme user experience  short learning curve plus high and rapid adoption rates  Its unique administration backend means t…

Pipeliner CRM Cloud

KW Command allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a Keller Williams agent and their team must accomplish during any given day.

kw logo

KWCommand

If you're new to PieSync, [this guide will you get started with the essentials.](https://www.piesync.com/help/features/getting-started/)

When you sync Command with iCloud, you can customize the following three elements to your sync. 

1. Sync direction
2. Connection rules
3. Connection settings
4. Field mappings

There is no one typical use case, no one best practice that can be documented to sync Command and iCloud. We'll provide various different tips, rules, and field mappings for you to draw inspiration from. You don't have to use them all!

## Sync direction
Start by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). You can consider three different settings. 

1. Most agents opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move from Command into iCloud as well as the other way round.

![KWiCloud sync 2-way arrows](//images.ctfassets.net/f2ysq090txql/3hdN3WK6Ttfz8y0vlyQaMT/5faede969f27679f7b7d2cde7b052d90/Screen_Shot_2020-06-16_at_16.03.50.png)

2. You could choose for a strict one-way sync from iCloud into Command. You don't want Command to be touching your iCloud contacts ever.

![KWiCloud oneway arrows](//images.ctfassets.net/f2ysq090txql/3FF2d3fLKqxQ3XGqp66ghg/3ed21e630b8e18ef7b4c787f67586d1b/Screen_Shot_2020-06-16_at_16.06.28.png)

3. Of course, there's the opposite way too. Through PieSync you define which Command contacts can move into iCloud. We will cover more possible filters in the next part on Rules.

![KwiCloud rules one way iCloud to KW](//images.ctfassets.net/f2ysq090txql/1juxt7N2j5wyt3C3Er8ArM/03b546d1ad7c7c8f44eaff1bc033610f/Screen_Shot_2020-06-17_at_13.51.51.png)


## Connection rules
On to the [connection rules](https://www.piesync.com/help/features/multiple-rules/). These define which contacts are in the scope of the sync. In a secondary use case, rules are capable of translating Command states into iCloud states or vice versa. Rules come with filters and actions.

![KWiCloud rules all to all](//images.ctfassets.net/f2ysq090txql/w5rY4OQKOTqSsynqtSZ1e/b1c5055a8066d6c4832ad8269ac6437d/Screen_Shot_2020-06-17_at_11.38.01.png)

With this setup, PieSync would create in iCloud any newly created Command contacts (1), as well as in fact create any existing Command contacts (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems. 

__Only in a rare number of cases would you want to run these rules in unfiltered fashion__. Here are different rule examples - inspired by you, our customers!

*note: Regardless of what rules start out with, they can still see data sync two-way.*

### Clean syncing through filtered rules
Make syncing dependent from having a phonenumber completed in iCloud. By default only contacts with an email address will sync; but this filter makes the sync even more controlled.  

![KWiCloud phone-number syncing](//images.ctfassets.net/f2ysq090txql/6nqvb1FGhrtBfdrI53HelK/05a7a4f74de9c8fc55faa2305f8fc7a5/Screen_Shot_2020-06-17_at_11.41.35.png)

In the sync from Command to Icloud, you can make the sync dependent from Command tags too, in the same fashion 

Unfortunately there is little 'iCloud tag' control we can apply in the sync. If you like to be more in control over which contacts sync from your phone into Command, you should consider setting up a sync with not iCloud but Google Contacts instead.  

## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications. [Read more about this](https://www.piesync.com/help/keller-williams/how-do-i-disable-the-avoid-duplicates-option-for-my-kw-command-connection)

![KWiCloud avoid dupli](//images.ctfassets.net/f2ysq090txql/5COiM5r2RONNhGTvI6OfFj/ad2c14bf2db0834f9b4f061b0fe42481/Screen_Shot_2020-06-17_at_13.14.25.png)


## Field mappings
### Default field mappings
The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that __most of these are automatically set__ for all basic contact fields that Command & iCloud share by default. 

Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.

![KwiCloud default fields](//images.ctfassets.net/f2ysq090txql/2pmTReBLgCSkbcxgllOxbf/a498055e8f6147ac9a12ccdcdef1d7a9/Screen_Shot_2020-06-17_at_13.15.33.png)


### Customizable field mappings
Field mapping also includes ability to__ custom map__ both text fields as well as date & checkboxes fields. This is fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![KwiCloud custom fields](//images.ctfassets.net/f2ysq090txql/7rghRwKN1kbty7YSgilnnG/5e02bd4e163f86be032267bd5270efe1/Screen_Shot_2020-06-17_at_13.18.08.png)

 
## PieSync syncs more than just iCloud
Being able to sync Command with iCloud aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations. 

That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a secondary CRM, a VOIP system, or even another dedicated marketing platform. 

Here’s what this could look like syncing not only Command and iCloud, but Dotloop and Mailchimp as well.

![KWiCloud Dotloop Mailchimp](//images.ctfassets.net/f2ysq090txql/6zcazfaxtKxTEDGbqwFAwk/cfe0a17553d055e3707b81b35b55c0da/Screen_Shot_2020-06-17_at_13.21.16.png)

PieSync is not only a turnkey solution to sync Command and iCloud exclusively. In fact, __it solves a data problem that goes beyond these two apps__. On average, users tend to connect 3-4 applications all through PieSync. 

## Do I need to sync iCloud, Google Contacts, Outlook, or all three at once?
They are all contacts management clouds. You've probably got data in all three clouds, but __you don't need to keep all these accounts in sync.__ 

As a KW agent, you may even want to consider to sync Gsuite/Google Contacts that are attached to your @kw.com address instead? 

If you happen to have contacts sitting in disparate contact clouds,  you can choose to sync those with Command too - but you don't need to keep these syncs running permanently. 

Whatever you do: you choose one account and stick with it. [Watch this PieSync Tutorial Series on 'Contacts Management'](https://www.youtube.com/watch?v=rfBbhXyHdLI "youtube series") to become an expert.

## Setting up your iPhone?
If you plan to keep iCloud in a constant sync with KW Command, go to your Iphone's settings and make sure iCloud is set up as your “default account”, as seen in the screenshot below. This ensures that new contacts are added to Outlook and synced to your CRM.

![icloud as default](//images.ctfassets.net/f2ysq090txql/3V50nDzZeD9W13No8eZ56K/4ba76d3b833d8e8b64533279640b2c17/image.png)


If you re new to PieSync  this guide will you get started with the essentials   When you sync Command with iCloud  you can customize the following three elements to your sync    1  Sync direction 2  Connection rules 3  Connection settings 4  Field ma…

Popular sync combinations

KW Command and iCloud

<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…

Want to learn more?

Setting up your iPhone to sync with Google Contacts

## 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…

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

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…

Preparing your data for PieSync

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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