Bigcontacts is an easily accessible CRM for small businesses. Start by using just the basic contact-organizing functionality and move forward with a more advanced toolset including task and campaign management, lead tracking and 360° contact view.


bigcontacts

BigContacts

Campaign Monitor is an email marketing tool made for and by designers. Create one-of-a-kind campaigns with beautiful looking templates and use features such as campaign previews, analytics and activity tools to give you that necessary customer insight.


campaignmonitor

Campaign Monitor

### Why are my contacts not syncing? Why is my sync not working? Why am I seeing duplicates?

These are questions you might have if you see anything unusual happen with your contacts or sync(s) and you're wondering 'why?' Our troubleshooting tips below can provide an answer to questions about commonly encountered events and might help you fix them. 

<InfoBox>_If troubleshooting does not clarify your experience, we require temporary access to your app-data to investigate why your contacts are not syncing. Email support@piesync.com & provide the email address of one or two contacts that aren't syncing correctly._</InfoBox>

<TipBox>We're working hard on the PieSync Health Dashboard, this is on our 2019 roadmap and will make the below-described troubleshooting more transparent.</TipBox>

## 1\. Do your contacts have an email address? Is [_Avoid Duplicates_](/help/features/avoid-duplicates/) enabled? 

The algorithm of PieSync is based on the allocation of an existing email address. **Contacts will only be synced if an email address is included**.  With some applications this setting is mandatory, with others you're able to determine yourself. When mandatory, you can always contact us, we just want to make sure you are aware of possible implications before doing so. 

![](//images.ctfassets.net/f2ysq090txql/7x6rwssht5hF7B7SKf0D4X/aff2aa9c6c64a889d04fd9ed61b54a07/screen-shot-2017-11-03-at-14-55-36.png)

![](//images.ctfassets.net/f2ysq090txql/3TyOE6g50RnxCe3G7yOVAm/8c73d094d1cac2bb35f4f700cc6f258f/screen-shot-2017-11-10-at-10-34-45.png)

## 2. Are your contacts part of the rules (IF/THEN) you have configured?

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. 

**It’s crucial to know the distinction between adding additional filters (IF) within a rule (AND) or creating a completely new rule per filter (IF).**

For each filter you add within a rule, you establish an extra **requirement**. A contact will only be synced when it fulfills **ALL** of the requirements. In the example below, a contact needs to have the status "Subscribed" **and** "Cleaned" **and** "Pending" in order for it to be synced.

![](//images.ctfassets.net/f2ysq090txql/5vyxyQhlttGlTXiC8saM3z/12b710313d7c152989615815fadb720f/shot-2.png)

Creating separate rules for each filter allows you to sync contacts that are in **ANY** of the filters (IF) you choose rather than having to be present in **ALL** before it will sync. 

![](//images.ctfassets.net/f2ysq090txql/5WvhkgaiTMPJ3TgUqZIY1S/d5e82e92ade83788e7b2640bf2347cf9/shot-1.png)

<WarningBox>Disclaimer: This is a fabricated example, solely used for educational purposes.</WarningBox>

## 3. Does PieSync still have access to your app-accounts? _(Access Revoked/Authentication Failed)_?

Due to long inactivity, changes in your login details or changes in the API restrictions, it might happen that PieSync loses access to your applications. 

Rauthenticate your account via the **red banner**, visible on your configuration page. 

1.  Log in on the [**PieSync platform**](https://app.piesync.com/signin)
2.  Click the **"connections" tab** and access your connection
3.  Click the **configuration** button at the top right of the page.

<InfoBox>More information about _(re-)authorisation_ can be found [here](/help/faq/why-am-i-seeing-authentication-failed/).</InfoBox>

## 4. Do your contacts meet the app-requirements?

Whether or not a contact is being kept in sync between two applications can also be dependent on the requirements of the applications itself. 

The example below shows a contact in _Capsule CRM_ which can only be created after providing a first or last name. Therefore, a contact will not be synced if this requirement is not met. Another example, for instance: a contact in HubSpot be created with only an email address. In a connection with Capsule, this contact will not be synced to Capsule until the first or last name is added there first. 

![](//images.ctfassets.net/f2ysq090txql/50tMU7ZgLZKtsLy7L4zjuA/64151c3a1e0f2ba0d98b4f9ddd6e5673/gif-2.gif)

<TipBox>Some applications have strict requirements such as e.g [EZ texting](/help/connector-apps/eztexting/), [Drip](/help/connector-apps/drip/),…</TipBox>

## 5. Am I trying to sync CONTACT/LEADS information?

We only sync **contact & leads** information. 

Depending on the apps you have connected, you might be looking for data that you believe to be part of the contacts in that app. However, it might actually be part of a different entity we don't sync (just) yet. In the example below, we only sync **People & Leads.**

![](//images.ctfassets.net/f2ysq090txql/d1LMgPyflYaAE4X6Zg6Yq/5fd83e02ee48257da8f5bb79762ff642/screen-shot-2017-11-10-at-15-09-04.png)

<TipBox>More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).</TipBox>

<TipBox>More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).</TipBox>

## 6. Is there a third party or native integration _in parallel with PieSync_ active?

Before activating PieSync, you want to make sure there is no other native or third-party integration **running in parallel**. Some applications come with their own integrations. Other/parallel integration(s) will also have access to your data and the ability to manipulate which could cause large numbers of duplicates & loops. That's why we ask you to use PieSync and nothing else to keep your data in sync between two apps. 

<InfoBox>A native integration differs tremendously from PieSync. More info can be found [here](/help/faq/why-prefer-pie-sync-over-other-native-free-integrations/).</InfoBox>

## 7. Did you make an adjustment to a field that is mapped?

It's important to check the default field mappings between a connection. If you update a contact field in application A and you notice it's not syncing to application B, this field might not be part of the default mappings. In some cases, this can be solved by adding a [custom field mapping](/help/features/new-customizable-field-mapping/).  

## 8. Case sensitivity

The screenshot below shows an example of a rule to create segmentation based on the Company Name.   

The value of these fields are **case sensitive**. This means that contacts with the allocated "**p**ie**s**ync" name in QuickBooks will **NOT** sync.   

![](//images.ctfassets.net/f2ysq090txql/5WbSGeLu6yaQWWl4dvgPJu/84c8ec88e477f72ec245975cdc5c2104/screen-shot-2018-09-13-at-15-45-59.png)

#### Make sure the distinction between upper-and-lower cases is correct!

## 9. Are you experiencing Duplicates? This might be why.

*   [I am experiencing a small number of duplicates](/help/faq/how-come-i-am-getting-a-small-amount-of-duplicates/)
*   [I am experiencing a large number of duplicates](/help/faq/why-am-i-getting-a-large-number-of-duplicates/)

## 10. Still experiencing issues? 

If the aforementioned topics are not helping, it's always possible to reach out to us. 

<InfoBox>For us to investigate this issue further, we would require temporary access to your app data. If this is ok for you, would you mind providing us with the ID (Copy URL when opening the contact) or email address of a contact that is not syncing? Please send us an email via **support@piesync.com**.</InfoBox>

Why are my contacts not syncing  Why is my sync not working  Why am I seeing duplicates   These are questions you might have if you see anything unusual happen with your contacts or sync s  and you re wondering  why   Our troubleshooting tips below c…

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

Troubleshooting - My contacts are not syncing

<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>

**BigContacts** is a fair-priced, easily accessible CRM for small businesses. You can allow it to grow at your pace; start by using just the basic contact-organizing functionality and move forward with a more advanced toolset including task and campaign management, lead tracking and 360° contact view. **Below you'll find detailed information, specifically for BigContacts integrations**

## Supported BigContacts Integrations

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

## Authorise BigContacts

To connect BigContacts, we simply ask your login details and your permission.   

![](//images.ctfassets.net/f2ysq090txql/7E8hBptr1WEli0IUUV9WRg/8868f7b0fbf30f573569bdf30311a562/image.png)

![](//images.ctfassets.net/f2ysq090txql/7h63dPwfVDHVYU06oteV8h/1e3eb321316e571472e1ed7e8a968377/image.png)

  
If you already authorized BigContacts 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/3PFPALVtvEbuwwHZF0DmPf/2be288153bb5a4e53bb3f3eeeddd42ec/image.png)

## \[IF\] Supported Conditions/Filters

*   TAGS
*   LEAD SOURCE
*   LEAD TYPE
*   CONTACT OWNER
*   OPTED IN/OUT EMAILS
*   PRIVATE YES/NO
*   SYNCED TO EMAIL MARKETING MODULE YES/NO
*   FIELD VALUES ( _**NOT**_ INCLUDING CUSTOM FIELDS)
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/5mAMOu6WLgA5rqikrrxmLp/28405b45338c664ed5259aab6f1b6409/image.png)

![](//images.ctfassets.net/f2ysq090txql/2k9HoozHGjXgqQJWraHKvH/34c6687a0edf207d909e80e81f8a971e/image.png)

## \[THEN\] Supported Actions

*   ADDING/REMOVING TAGS
*   MAKING CONTACT PRIVATE/NOT PRIVATE
*   OPTING IN/OUT OUT AND FROM EMAILS
*   ENABLING/DISABLING SYNCING TO EMAIL MARKETING MODULE
*   UPDATING LEAD SOURCE
*   UPDATING LEAD TYPE
*   UPDATING FIELD VALUES ( _**NOT**_ _INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/RaOaDF7qizre90P1KDr8r/d901cc9e11553858ed197ef0fe1b2da5/image.png)

![](//images.ctfassets.net/f2ysq090txql/2kQv4hC7kIQ50UgPA1ynhX/bc22f5eefbe764705fc88ac1c3c89b49/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/1tQkBZpUPrnNmLkas2Enq7/462f86411db69c3933e41e1bd01ad50e/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 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 custom map any additional BigContacts 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/4OROAlf2Ig0be9VlZKQYgQ/9d1c2eeb5430fdd5d4865dcb60c327b2/image.png)

## Additional Options

### Syncing Unsubscribes

**![](//images.ctfassets.net/f2ysq090txql/6v11p6MbLJb11IOHMCE1Cf/bc9a598af4d8f52203d8fa142caf1a37/image.png)**

In connections between BigContacts and some marketing tools we support such as e.g. MailChimp, you are able to [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) one-way.  
When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes'  to that same contact in BigContacs.  
You will be able to review this segment first before taking any action in BigContacts too  
  

### Syncing Deletions

![](//images.ctfassets.net/f2ysq090txql/7vmlZrby0uZZoyvqCvg6Hx/4f435ff5d21374a5b7bb47f0c634b8e8/image.jpeg)

In connections between Google Contacts and BigContacts, 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 BigContacts.  
You will be able to review this segment first before deleting or taking any other action in BigContacts too.   

### Only Sync Personal Records

![](//images.ctfassets.net/f2ysq090txql/2GFNWtTkPA441ULBkrVHLw/3818e3813b8727570a1c06d406694415/image.png)  

You can choose to only sync your Personal Records and exclude your Business Records  

<InfoBox>The availability of these additional options is app and connection dependent. If the boxes (screenshots above) are not there to tick, it's simply not possible. We need to be able to detect deletions/unsubscribed on one side and at the same time be able to create add the tag 'PieSync Trash' or 'PieSync Unsubscribes' on the other side. Syncing only Personal Records is available in any BigContact integration. </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>

BigContacts is a fair priced  easily accessible CRM for small businesses  You can allow it to grow at your pace  start by using just the basic contact organizing functionality and move forward with a more advanced toolset including task and campaign …

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

Supported Apps

Google Contacts is a free easy-to-use contact management tool that allows you to organize your contacts with fields and segmentation. It has native integrations to other Google products such as Google Calendar, Google Drive and Gmail.


google contacts logo

Google Contacts

You run your business hands on. Let's make marketing hands-free.
OutboundEngine is super simple marketing software combined with a team of experts who make it work for you. We'll help you keep your customers and generate new ones, effortlessly.

90ffecc391d679dd1e8241bdd8d1e140a23558aefd19a3f4a21d70eb

OutboundEngine

OutboundEngine is an all-in-one marketing tool. Your phone’s address book however runs on a different cloud. Google Contacts for instance.

To get these 2 apps to talk to one another, there are a couple of ways to add contacts in OutboundEngine. Either you copy paste contacts, you import a csv file, or you type them in manually. Yet all these methods have their disadvantages. There can be typos in the data, the information can be out-of-date and it’s just very time-wasting.

PieSync is the better way as it allows you to create a bidirectional contact sync that works in real time, all the time.


## What are the benefits of a 2-way contact sync?

Let’s focus on contact management, your contact data **needs** to be in check. PieSync helps to make an intelligent real time connection between OutboundEngine and Google Contacts, or one out of their 230+ other cloud-based apps.

Whenever there is a new or updated contact in OutboundEngine, it will transfer the information into your Google Contacts account and vice versa. Because of this sync, you now have a complete up-to-date database in 2 cloud apps.

Contacts created in OutboundEngine will be pushed to your Google Contacts, and that's what you phone reads into. In other words: you'll be getting "caller ID" for everyone calling you. Your phone won't mention a number, but will pop up a name when you get called. This gives you the opportunity to approach your caller in a personal way.

The 2-way sync works in real time which means that PieSync constantly searches for updates in the existing contacts. The updates are automatically changing in your database and the information merges together so that there won’t be any duplicates in your database.

## Sounds great! Let's get started!

### iPhone CRM Sync

Firstly, make sure you’ve got Google Contacts on your iPhone. If you don’t have it yet, [check out this help article](https://support.google.com/mail/answer/2753077?hl=en&amp;ref_topic=21369&amp;co=GENIE.Platform%3DiOS&amp;oco=1) on how to setup Google Contacts on your iPhone. Then go to your settings and make your “default account” to Gmail, as seen in the screenshot below. This ensures that new contacts are added to Google Contacts and synced to your CRM.

![](//images.ctfassets.net/f2ysq090txql/IDZ7hDOJzA2ywAGoCl92W/85aba13e8dabb6579ad67a4244a868a9/instellingen-3.png) 

### Tweaking the sync

Then, if you haven't already, setting up a sync between OutboundEngine & Google Contacts is very easy. A one time operation involves authorizing both apps at this stage, which is super easy. A popup will open inside PieSync and you just log in to both platforms respectively. This brings you to the sync setup, where you can leave everything to its default settings, or really dial in some custom syncs.

![OutboundEngineGoogleContacts2wayarrows](//images.ctfassets.net/f2ysq090txql/417PbxvMsi1U65uyy3U8Ga/ef770c66aff2aa67456a669a84ffca19/Screen_Shot_2020-07-29_at_14.34.51.png)

The connection can be adjusted in several ways. The **default setting** of a sync is always a **2-way sync**. This means you allow PieSync to transfer changes you make to contacts in OutboundEngine as well as in Google Contacts. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Google Contacts will go into OutboundEngine, _so that may include personal contacts_.
*   All contacts in OutboundEngine will go into Google Contacts, _so you're running the risk of making this sync very heavy depending on your database._

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow.

Not only PieSync creates new leads or contact in the connected app, but you can also use “if-this-then-that” rules and filter the sync to your liking.

You are in full control of your sync! Choose which field to sync and how. You’ll find your standard fields mapped by default, but you can map as many other customized fields as you wish. Afterwards, you can just let it work in the background. _Set it and forget it!_

#### What are filters & actions?

**Filters & actions** allow you to really dial in the sync settings. For instance, consider the following example where contacts with a Google Contacts label are updated with a tag in OutboundEngine:

![outboundenginegooglelabletags](//images.ctfassets.net/f2ysq090txql/4b4NPIp92p1CUXCdngQwTY/b7a0ffce4caa5ef00f213978b7148aae/Screen_Shot_2020-07-29_at_14.42.57.png)

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the tag in OutboundEngine, some contacts will be labeled in Google Contacts, and others will be kept out of scope. These IF-THEN rules are easy to create and the above is just an example. There are endless possibilities.

#### More settings!

In addition, PieSync gives you some **pre programmed options** to manage the sync. For example, making a choice of which application would ‘win’ when a conflicting change is detected. Usually, you let your CRM win, but of course, this is an individual choice.

![OutboundEngineGoogle win toggle](//images.ctfassets.net/f2ysq090txql/gss0fXVnbVxMCBKsRkrsK/acc389ffc600cd24a75fb63d581405ba/Screen_Shot_2020-07-29_at_14.45.51.png)

This toggle is very relevant if you are going to fire up an Google Contacts - OutboundEngine sync with lots of contacts already living on both sides. For example, John may exist in Google Contacts as well as in OutboundEngine, with a mobile phone number in both systems. In that situation, PieSync needs to know once which of the two phone numbers to keep moving forward.

Once the sync is running, every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

### Google storage limits

<WarningBox>The filters we offer in the PieSync interface can definitely come in handy in the case of large OutboundEngine databases. Google Contacts has a technical limit of 50K contacts, so if your OutboundEngine database is larger than that, you will need to include filters to trim down that number.</WarningBox>

In fact, you will want to trim down the number in any case since it’s not recommended to sync that many contacts to one single Google Contacts account anyhow, because your phone will not like having to load up tens of thousands of contacts in its native phone directory. Make a selection of those contacts that you know are likely to call you, or that you will need to call.

You can use OutboundEngine filters such as

*   Only the contacts that have a last name
*   Only the contacts that have a home purchase date
*   Only the contacts that have a source


### Want to discover more?

<TipBox>Check out the help articles about '[Setting up your iPhone to sync with Google Contacts](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)'.  
If you don't want Google Contacts duplicates, make sure you check out [this article](https://www.piesync.com/blog/no-more-google-contacts-duplicates/).  
Do you want to make the most out of Google Contacts? Then check out our e-book: [‘The Ultimate Guide to Google Contacts’](https://www.piesync.com/ebooks/google-contacts/). </TipBox>

OutboundEngine is an all in one marketing tool  Your phone s address book however runs on a different cloud  Google Contacts for instance   To get these 2 apps to talk to one another  there are a couple of ways to add contacts in OutboundEngine  Eith…

Popular sync combinations

OutboundEngine and Google Contacts

<TipBox>[**JUMP ON A CALL: Book a time**](http://calendly.com/piesync/support/) with Frans, our Solutions Engineer</TipBox>

<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>

**Campaign Monitor**, the email marketing tool made for and by designers. Use beautiful looking templates or customize with your favorite designer tools to create one-of-a-kind campaigns. You can personalize your content on more than just a name, allowing you to target your audience precisely. Quality features such as campaign previews, analytics, and activity tools give you that necessary customer insight; see how your public is engaging and know what to do next! **Below you'll find detailed information, specifically for Campaign Monitor integrations:**

## Supported Campaign Monitor Integrations

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

## Authorizing Campaign Monitor

We simply ask your login details and permission for access. For Campaign Monitor, we need authorization per LIST. This means you need to set up a new connection for each LIST you want to keep in sync. You can choose from all your existing LISTS in the authorization step after entering your login details and allowing PieSync access. If you already authorized Campaign Monitor List(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/M7BG8VfIh35eh8Gy5hLph/aba6203932340de1bd243fbb179b69f5/screenshot-2017-08-29-13-09-42.png)

![](//images.ctfassets.net/f2ysq090txql/2uGyADlSCpUpzeoKVRSoW1/97b92d14f9ab5d23c9378b6b97e345f9/screenshot-2017-08-29-13-08-56.png)

<InfoBox>You need to have an Administrator account in order to authorize your Campaign Monitor account. Learn more about the User Permissions [here](https://help.campaignmonitor.com/permission-settings).</InfoBox>

## \[IF\] Supported Conditions/Filters

**You can sync one LIST per connection - PieSync needs you to authorize each CAMPAIGN MONITOR LIST separately  
**

*   STATUS ACTIVE/INACTIVE
*   STATUS BOUNCED/NOT BOUNCED
*   STATUS CONFIRMED/UNCONFIRMED
*   STATUS SUBSCRIBED/UNSUBSCRIBED
*   DELETED YES 
*   FIELDS (INCLUDING CUSTOM FIELDS)
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/204hs3D7MOsuRj5u5Q4FxP/8b92c0aa9c7cd23611254570e6091510/image.png)

![](//images.ctfassets.net/f2ysq090txql/7wZT0Pxbl4A1dHZHcHuPfY/fee8d003d67e7cfa59dc5e4e77c4d8ac/image.png)

## \[THEN\] Supported Actions 

*   ACTIVATE
*   UNSUBSCRIBE 
*   UPDATE FIELDS (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/3w6fkZgnIAHP2emnLF3xyZ/0d85b5a2e6fe51d0186e4f61c4680c78/image.png)

## Default Field Mapping

Campaign Monitor has 2 standard fields - therefore default field mapping for integrations with Campaign Monitor will look as follows:

![](//images.ctfassets.net/f2ysq090txql/2oiGptYcdt3pSaXHbvxE2D/971e82c8686859be84769fb20ff5c704/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 Campaign Monitor 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. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/6tM8u8QCifO3Xrz73yLeY7/bfe405d4651a142079950fed354fab79/image.png)

## Additional Options

### Syncing Deletions

In connections with Campaign Monitor and Google Contacts, you are able to [SYNC DELETIONS](/help/features/syncing-deletions/) one-way. When a contact is deleted in Campaign Monitor, we add it to a newly created group 'PieSync Trash' in Google Contacts. You will be able to review this segment first before e.g. deleting it there as well.   

![](//images.ctfassets.net/f2ysq090txql/1qosT5nfK1py63naxSYhn3/1aef34789f32bcc6de03be1dee1aedad/image.png)

### Syncing Unsubscribes

In connections between Campaign Monitor and apps where creating a new group/tag (segment)is a supported action, you are able to [**SYNC UNSUBSCRIBES**](/help/features/syncing-unsubscribes/) **one-way**. When a contact gets unsubscribed in Campaign Monitor, we add the tag 'PieSync Unsubscribes'  to that same contact in app B or add it to a newly created group 'PieSync Unsubscribes' in Google Contacts. You will be able to review this segment first before taking any action on that side of the sync.   

![](//images.ctfassets.net/f2ysq090txql/5d5V1BCxARhkdouxWW7lKw/2ee2fe4736cbde16aaa10e84a7dbc259/image.png)

<InfoBox>The availability of these options is app and connection dependent. If the feature box (screenshots 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 add the tag '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>

Campaign Monitor  the email marketing tool made for and by designers  Use beautiful looking templates or customize with your favorite designer tools to create one of a kind campaigns  You can personalize your content on more than just a name  allowin…

## 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

<Embed src=" https://www.youtube.com/watch?v=04xRku0dQcs"/>

The field mappings allow you to decide which contact data should be synced for each contact. Every connection comes equipped with a predefined list of mapped contact fields, which we call the "[Default Field Mapping](/help/features/new-default-field-mapping/)". This a list of the default contact fields that PieSync was already able to map. 

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. This is what we will discuss in this article. Any user-created mapping is also often referred to as the "**Custom (Field) Mapping"**.  

_Below you see an example of the field mapping between Pipedrive and ActiveCampaign. Of course, the list of default mapped fields is dependant on the apps you have connected and which (custom) fields you have available on both sides._

![](//images.ctfassets.net/f2ysq090txql/46XBGtEPZpRT2zCS9hrBjM/5fa119e33488e4d9bc769aac35a00717/screenshot-2019-05-15-at-21-20-17.png)

<TipBox>If you've just added a field in your app and it hasn't popped-up yet in the dropdown, then just press 'refresh field list' in the bottom right corner</TipBox>

### Changing the Default Field Mapping

As the default field mapping is a predefined list of mappings, some of the field mappings might not suit your use case. In that case, you are able to change that field mapping by:

1.  Disabling the mapping by setting the toggle to 'off'
2.  Adding a field mapping and selecting the two fields you want to connect instead.

_In the example below we wanted to remap the default mapping for 'Phone' <=> 'Work Phone' to 'Phone' <=> 'Home Phone' and 'Mailing Address' <=> 'Work Address' to 'Mailing Address' <=> 'Home Address':_

![](//images.ctfassets.net/f2ysq090txql/2qEbpfOnUAlYQnHoVw2qqn/49bff488ae2d340fe61e992de9f92711/screenshot-2019-07-12-at-15-33-15.png)

### Adding Custom Mappings

To add your own field mapping, simply click 'Add field mapping' below the Default Field Mapping. 

By default the custom mappings will sync in the direction you have set up in the configuration of your connection, so this could be either two-way or one-way. However, you are often able to change the sync direction of your custom field mappings.  

![](//images.ctfassets.net/f2ysq090txql/5mEsmPqVaLrsussQY8ZPNv/1be51718034ccba7380ddcd3eef52607/screenshot-2019-05-15-at-21-24-51.png)

### Custom mapping restrictions

[We've created an in-dept article to provide more information on this. ](https://www.piesync.com/help/faq/why-cant-i-custom-map-my-custom-fields-greyed-out/)



<TipBox>**Don’t forget to read our [Blog Post](http://blog.piesync.com/custom-fields/) about our Customizable Field Mapping feature!** </TipBox>

Changing the Default Field Mapping  As the default field mapping is a predefined list of mappings  some of the field mappings might not suit your use case  In that case  you are able to change that field mapping by   1   Disabling the mapping by sett…

Customizable Field Mapping

kw logo

KWCommand

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.

<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>

**KWCommand** 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 Willliams agent and their team must accomplish during any given day.

## Keller Williams use cases

Sync KWCommand with other **CRM's**

<Embed src="https://www.youtube.com/embed/dSA7Jz5aVKs?feature=oembed" />

Sync KWCommand with **marketing platforms**

<Embed src="https://www.youtube.com/embed/3Hwrva3taCw?feature=oembed" />

Sync KWCommand with **your phone**

<Embed src="https://www.youtube.com/embed/X4_qmmT79sM?feature=oembed" />

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

## Supported KWCommand Integrations

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

## Authorizing KW Command

To authorize KW Command, just go to KW Command settings & choose for PieSync. A PieSync account connected to your KW Command account will open automatically. Only if you are authorizing KW Command out of an existing PieSync account, we require your username and password.

![](//images.ctfassets.net/f2ysq090txql/2aUTokSLUGwysSLwxwrf8O/fc5c32da3c24a502b8a054f77cecf788/screen-shot-2019-02-11-at-10-17-10.png)

If you already authorized KWCommand 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/7n0PkfTKfKGUq7AeAIPVrh/4c5bd9425e566a71e4eb977a19af3c7c/screen-shot-2019-02-11-at-10-19-42.png)

## \[IF\] Supported Conditions/Filters

*   has Tag
*   Notes
*   Preferred Method of Contact
*   Stage
*   ...
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/5Xw4mG1mrMq91obthDSEra/73f7a96ad507f259c0afd68932f7b2ac/screen-shot-2019-02-11-at-10-20-07.png)

## \[THEN\] Supported Actions

*   Add Tag / Remove Tag
*   Update Notes
*   Update Preferred Method of Contact
*   ...
*   Updating field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/7oy0WLtPyaaQTPP2RcLlog/98e0cc15c6a009fa39996f56954b8e3c/screen-shot-2019-02-11-at-10-20-25.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/l3CYEINv8c0bMQ7JaJKRW/018b429a1731bf80828044a9261e1adf/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>

<WarningBox>Please note if the address mapping of a contact does not have the fields "street", "number" and "city" filled out, the address will not sync.</WarningBox>

## Customizable Field Mapping

You can custom map your KWCommand 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/7m6blJNXOK4QGM2mCMIbAI/149807aedf44d25ecefb9f205ebb094a/screen-shot-2019-02-11-at-10-26-49.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no KWCommand 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>

## Start Syncing

![](//images.ctfassets.net/f2ysq090txql/3nQhYJUmRlclrJ569OtsZG/b33520f099584b1dc75e38e3508981a2/screen-shot-2019-02-11-at-10-36-29.png)

Hit the "start syncing now" button once you have finalized your configuration. PieSync will first scan all your contacts in both applications, even if you only choose to sync a subset. This initial scan is necessary to [avoid duplicates](/help/features/avoid-duplicates/). After this scan, the synchronization will start! If you have a lot of contacts, this can take a bit longer. 

Have a look at the [PieSync dashboard](/help/features/pie-sync-dashboard-logging/) for an overview of your syncing activity. 

<WarningBox>Is your connection active but not showing activity feed, have a look at your [troubleshooting](/help/faq/troubleshooting/) to make sure everything is correctly set up.</WarningBox>

<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>

KWCommand 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 Willliams agent and their team must accomplish durin…

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