Bookeo provides a leading online booking and scheduling system for tours, classes, and appointments, to help you save money and time.

bookeo

Bookeo

With its tracking software, CANDDi reveals businesses and people visiting your website, even if they don't enquire. The tool allows you to increase sales conversion rates, track marketing effectiveness, and focus on the right leads at the right moment.


canddi

Canddi

#### What does the 'Avoid Duplicates' option do?

When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs 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.

![](//images.ctfassets.net/f2ysq090txql/6Y233jtNhZQphmahNGNAJX/74ce2980b5ad34fc4206915cb966a126/screenshot-2019-09-03-at-14-19-48.png)

#### What happens when the 'Avoid Duplicates' option is switched off

If the 'Avoid Duplicates' option is switched off we won't be able to double check if contacts that don't have an email address already exist in the receiving app, as such we might be creating duplicates.

That's why we would always recommended to keep this option switched on. If you do want to switch this option off then it is always recommend to first:

*   clean up your database
*   create a backup

#### How do I disable the 'Avoid Duplicates' option?

As a precaution we don’t allow users to disable this setting themselves because PieSync may not be able to reverse a sync and KWCommand does not have a way of restoring contacts either.

**If you read the above and you want to disable the 'Avoid Duplicates' option anyway then just send an email to support@piesync.com and we will disable this checkbox for you.**

What does the  Avoid Duplicates  option do   When  Avoid Duplicates  is enabled in the configuration set up  PieSync only syncs contacts that have an email address  We use the email address as the main identifier for a contact in order for us to prev…

Keller Williams

How do I disable the Avoid Duplicates option for my KW Command connection?

<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>

Bookeo provides a leading online booking and scheduling system for tours, classes, and appointments, to help you save money and time.

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

## Supported Bookeo Integrations

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

## Authorizing Bookeo

When you click **'**Authorize Bookeo**',** a pop-up window appears asking you to log in and allow access.

![](//images.ctfassets.net/f2ysq090txql/2kG6i5tQTOexnqyuLBHoxD/ab35024941ace7d5580ebef197ad89ab/screen-shot-2018-12-05-at-11-35-23.png)

If you already authorized Bookeo 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/3hEroYIaMcogtvOdSBCYdf/42cdc2006ed123a506dc0f8478df96ed/screen-shot-2018-12-05-at-11-37-24.png)

Even more, Bookeo requires you to reuse a previous authentication. They only allow you to install a certain application once. In some cases this can lead to the below error upon authentication.

![](//images.ctfassets.net/f2ysq090txql/2fxFPPzdHfk4gAjGfl2aei/39da748f69f30e8921cd55547046cae4/image.png)

In most cases this can be avoided by choosing an existing Bookeo account inside PieSync (as mentioned above). In case there is a specific reason why you cannot do this, you can taken the following action inside your Bookeo app:

1.  Go to Account (top right) --> Applications
2.  Click on the application called "PieSync"
3.  Click on the "Uninstall" button as shown on the below screenshot (and confirm this on the subsequent popup)
4.  Try to authenticate Bookeo from within PieSync again

Do note that taking this action **implies that** **any other PieSync integrations you might have running will cease to work**.

![](//images.ctfassets.net/f2ysq090txql/5dqoMHGobMNyZY8sgFTD5Q/875d0927c5286521d9e7c7577b9be930/image.png)

## \[IF\] Supported Conditions/Filters

*   Credit
*   Member
*   Total Bookings
*   Field Values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/65c2ZdYmbdzsTPEhowBCPs/26d59ce13b9fe39c06374b2403632018/screen-shot-2018-12-05-at-11-32-43.png)

## \[THEN\] Supported Actions

*   Updating field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/7mMbtRCKZlBFGCwlj6Cwr0/57e7c4d00d0b1435a65208a80cc64a2b/screen-shot-2018-12-05-at-11-32-59.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/1qh3MIBeWNXLGE0wFDnHqF/bf899ce2a8ea82ffdc5426c3fa7c9b74/screen-shot-2018-12-05-at-11-33-15.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 Bookeo 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/2ylax5PDqN2Dz3XogYnVa2/c9a6ee1d2fbc2ad7275d428551eb64f2/screen-shot-2018-12-05-at-11-33-42.png)

<TipBox>Make sure to tick the "customer making the booking" checkbox for the custom field to appear in Piesync.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/6AzUKoa3djv4UrR4RY7dlW/6058ee169eb847b5f6c87c47f644014d/screen-shot-2018-12-05-at-12-02-43.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no Bookeo 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>

### Create contacts in Bookeo

![](//images.ctfassets.net/f2ysq090txql/kbB1rCOIYqsUMlVNrBSt2/e77ef66783815dac1d382ba81ee9653b/screen-shot-2019-02-28-at-12-41-04.png)

<InfoBox>You have the ability to check/uncheck this box to decide whether or not you want PieSync to create customers in Bookeo without attached bookings.</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>

Bookeo provides a leading online booking and scheduling system for tours  classes  and appointments  to help you save money and time   Below you ll find detailed information  specifically for Bookeo integrations    Supported Bookeo Integrations     C…

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

With Podio you can custom build your own cloud platform, choosing from over 700 apps in their Marketplace, offering a broad scope of functionalities. From CRM to IT support, HR and project management, ready to be tailor-made to fit your company or organization.


podio

Podio

Podio helps create long-lasting relationships with your customers as a CRM it forms a complete up-to-date database of all the leads and contacts of your company. The source of truth.

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 Podio. 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?

Whenever there is a new or updated contact in Podio, 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 Podio 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.

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. You can set up connection rules to your own needs and there you go.

## How to set up this sync with Podio and Google Contacts?

In Podio side, you need to make sure your contacts are stored in the default Podio ‘Contact App’. PieSync can only sync contacts in and out of this particular app. If you have data in a custom table stored, you should convert the data first.

The Contact App exists out of several fixed fields, some of which you can’t delete (but you can hide them if you like).!

Then, fire up your sync ([follow this link to create an account](https://app.piesync.com/sync/podiov2/googlecontacts) and prepare your sync). You will need to select the Podio workspace you want to work with. If your Podio Workspace doesn’t appear here, your app is not a Podio Contacts app and you should first convert it.

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 Podio as well as in Google. 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 will go into Podio, so that may include personal contacts.
*   All contacts in Podio will go into Google, 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. This quick video shows the various options:

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

## What are these 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 matched up to a tag in Podio:

Note that there is a toggle at the bottom of this rule so that when a contact has the tag “Coworker” in Podio, the contact will be also be given the label “Coworker” in Google. If the contact didn’t exist yet, it will be created. It’s a true 2-way sync.

These IF-THEN rules are easy to create and the above is just an example. There’s 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.

This toggle is very relevant if you are going to fire up a Google Contacts - Podio sync with lots of contacts already living on both sides. For example, John may exist in Google Contacts as well as in Podio, 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.

The progress of your sync can be followed on your dashboard as shown below:

When the initial sync is completed, your dashboard will say ‘Synchronization is active’. Every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

For more detailed instructions on how to set up your Podio and PieSync account, read this article on our Help Center.

If you have any questions, please reach out to support@piesync.com and we’ll gladly help out.

Happy syncing!

<TipBox>If you want to learn more, watch a [video about Podio and Google Contacts](https://youtu.be/2gpmWEL-44k), or any additional information about [Google Contacts](/help/connector-apps/google-contacts/) and [Podio](/help/connector-apps/podio/).</TipBox>

Podio helps create long lasting relationships with your customers as a CRM it forms a complete up to date database of all the leads and contacts of your company  The source of truth   Your phone s address book however runs on a different cloud  Googl…

Popular sync combinations

Google Contacts and Podio

If you want to become a PieSync customer (great!) but want to know which payment methods we accepts then look no further!

Since we use [Stripe](https://stripe.com/en-be) as our payment service we **only accept credit cards and American Express** as payment options.

<InfoBox>**Note that we do not accept cheques, debit cards or other payments options different than the ones mentioned above due to various reasons.**</InfoBox>

If you want to become a PieSync customer  great   but want to know which payment methods we accepts then look no further   Since we use Stripe as our payment service we only accept credit cards and American Express as payment options

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

Which payment methods does PieSync accept?

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

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

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

PieSync will sync the contacts of OutboundEngine with KW Command's Contacts database. 

When you sync Command with OutboundEngine, you can customize the following four 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 OutboundEngine. 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 and be modified through Command into OutboundEngine as well as the other way round.

![KW outbound 2way arrows](//images.ctfassets.net/f2ysq090txql/1dAauSg3y411OAl9vH7QaA/5b9a18fba6da1f10b5ebe52498328f6c/Screen_Shot_2020-07-30_at_15.24.34.png)

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

![KW outbound arrows one way](//images.ctfassets.net/f2ysq090txql/1oOtBt7dQiVfu2DMTbBXSF/6fce91aa14a7188b72e01a57da7a97f1/Screen_Shot_2020-07-30_at_15.25.41.png)

3. Of course, there's the opposite way too. Through PieSync's rules you define which data can move into OutboundEngine. 

![KW outbound arrow one way](//images.ctfassets.net/f2ysq090txql/5gJr6FI0kqt3ocL3BLSOsg/0cb1e7b5233b680b66025709af6d88d9/Screen_Shot_2020-07-30_at_15.30.28.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. Rules come with filters and actions which will prove tremendously useful in syncs with other apps such as CRMs or marketing platforms.

![KW outbound rules](//images.ctfassets.net/f2ysq090txql/6bpEZMjfZHzMn2n71KdUCr/269fa5bf1e222164c16aedc9a5c875a7/Screen_Shot_2020-07-30_at_15.32.24.png)

Leaving the default setup, PieSync would create in OutboundEngine any newly created Command contacts (1), as well as in fact create any new OutboundEngine contacts in Command (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. 

__PieSync matches contacts on the basis of their email address exclusively__

This default setup works perfectly for most agents. PieSync will make sure the addressbook in OutboundEngine stays in sync with the contacts data in KW Command. 

### Stage & Tag syncing 
If you like a bit more control, and don't want to overload either system with contacts, you could filter the rules. For instance, filter KW Command's rule to only sync contacts in a certain stage. In the following two rules, we only allow PieSync to start syncing Clients or Qualified leads.  

![KW outbound tags stages](//images.ctfassets.net/f2ysq090txql/2S6tIKtCzOFlQAsS0UcJnW/a016c74b18cca7cffefb7ca9550b4642/Screen_Shot_2020-07-30_at_15.33.53.png)


## 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)

![KW Outbound extra settings](//images.ctfassets.net/f2ysq090txql/5aPZrTK5xxLwrZj5zT6uoH/93949df8652e1f0a3fb0d8a7b2c3097e/Screen_Shot_2020-07-30_at_15.35.37.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 & OutboundEngine 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.

![KW Outbound default mapping](//images.ctfassets.net/f2ysq090txql/4ilszXd7zDedqTvv0tk9Dc/83855f89a4a0606f563a1887a8c8900e/Screen_Shot_2020-07-30_at_15.36.27.png)


### Customizable field mappings
Field mapping also includes ability to include the mapping of Number of children, a field that can be created in OutboundEngine as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![KW outbound custom mapping](//images.ctfassets.net/f2ysq090txql/1tHYMtt5yfsiK9wPRgnPIG/145fa4e69e7b0dd13a9dcae799bbfd1f/Screen_Shot_2020-07-30_at_15.37.48.png)

If your tags in Command are used in the same way as OutboundEngine, consider setting up a mapping for tags.

![KW outbound mapping tags](//images.ctfassets.net/f2ysq090txql/2K3J9JH6cdBDPLPm794gZk/441a8752ed138f9062e6703028c85fe1/Screen_Shot_2020-07-30_at_15.38.47.png)
 
## PieSync syncs more than just OutboundEngine
Being able to sync Command with OutboundEngine 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. 

PieSync is not only a turnkey solution to sync Command and OutboundEngine 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. 


If you re new to PieSync  this guide will you get started with the essentials   PieSync will sync the contacts of OutboundEngine with KW Command s Contacts database    When you sync Command with OutboundEngine  you can customize the following four el…

KW Command and OutboundEngine

LionDesk is a CRM, Lead, and Transaction management platform for Agents, Brokers and Teams. With features like intelligent drip campaigns, video emails and texting, text-2-sell tools, social and demographic profiling, integrated power-dialer and more, LionDesk is an all-in-one solution that can take your business to the next level.

LionDesk

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

PieSync will sync the contacts of LionDesk with KW Command's Contacts database. 

When you sync Command with LionDesk, you can customize the following four 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 LionDesk. 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 and be modified through Command into LionDesk as well as the other way round.

![KW Liondesk 2way arrows](//images.ctfassets.net/f2ysq090txql/2td9kyRgPZLCrefMP4qqjn/26ce88f6a6da81e0318269cf431f89a6/Screen_Shot_2020-06-30_at_16.44.24.png)

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

![Kw Liondesk one way arrows](//images.ctfassets.net/f2ysq090txql/4vRV98EQDFW5lrDSHh6Do1/7d1f5436939840755fdaaf970cd72044/Screen_Shot_2020-06-30_at_16.46.17.png)

3. Of course, there's the opposite way too. Through PieSync's rules you define which data can move into LionDesk. 

![KW Liondesk one way from KW to LD](//images.ctfassets.net/f2ysq090txql/65k7r0vuZx6TCqLwqG0jWv/23689f0a689e6317183c1b0313aecc7c/Screen_Shot_2020-06-30_at_16.47.47.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. Rules come with filters and actions which will prove tremendously useful in syncs with other apps such as CRMs or marketing platforms.

![KW Liondesk rules all to all](//images.ctfassets.net/f2ysq090txql/1b9Rg6ncW8bL5lUap0AQ09/4da091852418a4e412c01250e352a5be/Screen_Shot_2020-06-30_at_16.49.08.png)

Leaving the default setup, PieSync would create in LionDesk any newly created Command contacts (1), as well as in fact create any new LionDesk contacts in Command (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. 

__PieSync matches contacts on the basis of their email address exclusively__

This default setup works perfectly for most agents. PieSync will make sure the addressbook in LionDesk stays in sync with the contacts data in KW Command. 


## 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)

![KW Liondesk settings](//images.ctfassets.net/f2ysq090txql/3IR6T2geaqFoi66ilVT0aC/65df1adf94e44775ecc08d9482bc401d/Screen_Shot_2020-06-30_at_16.57.29.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 & LionDesk 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.

![KW liondesk default mappings](//images.ctfassets.net/f2ysq090txql/5HdGNB6V2qyxuGaMoCDELZ/98d09be6f37d9cdbfd5c79c4d0e00e61/Screen_Shot_2020-06-30_at_16.58.56.png)


### Customizable field mappings
Field mapping also includes ability to include the mapping of Spouce name, a field that can be created in LionDesk as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync. You can set up a two-way sync of the tags in Command & Liondesk - but only do this if you are using tags in exactly the same way across the two systems.

![KW Liondesk custom fields](//images.ctfassets.net/f2ysq090txql/3RJneJnSy6GNptMws5wIb2/544b8dc0a81337da03a34c3220f1feb1/Screen_Shot_2020-06-30_at_17.01.05.png)

### Hotness, Stage, Source, ... 
Rules help you overcome certain field [mapping limitations](https://www.piesync.com/help/faq/why-cant-i-custom-map-my-custom-fields-greyed-out/). An example displayed here in the case of syncing 'Hotness'. 
![image](//images.ctfassets.net/f2ysq090txql/5uZAu4SSWqhu7JISy8iPt7/bce70738c0f629bdcc90f2829963d10f/image.png)

 
## PieSync syncs more than just LionDesk
Being able to sync Command with LionDesk 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 LionDesk, but Google Contacts and Dotloop as well.

![KW overview Mailchimp Dotloop Google contacts](//images.ctfassets.net/f2ysq090txql/1wyCtFZUISDFCCZBimS9lj/3e32531c16c3a84cc6f0486f6a7525dc/Screen_Shot_2020-06-15_at_16.01.11.png)

PieSync is not only a turnkey solution to sync Command and LionDesk 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. 


If you re new to PieSync  this guide will you get started with the essentials   PieSync will sync the contacts of LionDesk with KW Command s Contacts database    When you sync Command with LionDesk  you can customize the following four elements to yo…

KW Command and LionDesk

Brivity is a real estate tool which allows you to manage and market your listings, while continuously communicating with your clients.

Brivity CRM

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

PieSync will sync the contacts of Brivity with KW Command's Contacts database. 

When you sync Command with Brivity, you can customize the following four 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 Brivity. 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 and be modified through Command into Brivity as well as the other way round.

![KWBrivity2wayarrows](//images.ctfassets.net/f2ysq090txql/2dFy8WMJH8YsBv6rfVZva4/69889d103594546885d58cf14b671a47/Screen_Shot_2020-07-03_at_11.35.36.png)

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

![KWBrivityonewayarrow](//images.ctfassets.net/f2ysq090txql/6zGyWgjqN8Y7GStbIXfUdY/9ca6d80061199d8a86acbbefdac21937/Screen_Shot_2020-07-03_at_11.36.53.png)

3. Of course, there's the opposite way too. Through PieSync's rules you define which data can move into Brivity. 

![KWBrivity one way arrow](//images.ctfassets.net/f2ysq090txql/4hycUoFN7zTDwaSaPCLQI7/08b551f1e7c39d728d69a21590478a73/Screen_Shot_2020-07-03_at_11.38.19.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. Rules come with filters and actions which will prove tremendously useful in syncs with other apps such as CRMs or marketing platforms.

![KWBrivityrulesalltoall](//images.ctfassets.net/f2ysq090txql/d75InJ1VIWN8YkedIsI45/4c35093f64edc6bbb70ba86b6300328d/Screen_Shot_2020-07-03_at_11.39.28.png)

Leaving the default setup, PieSync would create in Brivity any newly created Command contacts (1), as well as in fact create any new Brivity contacts in Command (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. 

__PieSync matches contacts on the basis of their email address exclusively__

This default setup works perfectly for most agents. PieSync will make sure the addressbook in Brivity stays in sync with the contacts data in KW Command. 

### Stage & Tag syncing 
If you like a bit more control, and don't want to overload either system with contacts, you could filter the rules. For instance, filter KW Command's rule to only sync contacts in a certain stage. In the following two rules, we only allow PieSync to start syncing Qualified leads.  And to bring over the contacts that have the tag Agent into Brivity and add the same tag there.

![KWBrivity Stage tags](//images.ctfassets.net/f2ysq090txql/2DQlz096STxEjc0HVj6SpR/dd3cd0e5cc43362311a0c08ef3c8cf9b/Screen_Shot_2020-07-03_at_11.42.47.png)


## 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)

![KWBrivity settings](//images.ctfassets.net/f2ysq090txql/3d9cMzuBQ7UylqO9OJXUQC/69721f0c7ab9e01866f267673815092c/Screen_Shot_2020-07-03_at_11.43.58.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 & Brivity 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.

![KWBrivity default fields](//images.ctfassets.net/f2ysq090txql/RkGv7HGm9NgUGCbYAawJV/d449ac9119f64dc590a2a768a9372de8/Screen_Shot_2020-07-03_at_11.46.29.png)


### Customizable field mappings
Field mapping also includes ability to include the mapping of number of kids, a field that can be created in Brivity as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![KWBrivitycustom fields](//images.ctfassets.net/f2ysq090txql/ewSf0u8eyBQ5OLmKHF3h2/458c1885fbf60d0d6d4549bb2151ab02/Screen_Shot_2020-07-03_at_13.36.44.png)
 
## PieSync syncs more than just Brivity
Being able to sync Command with Brivity 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 Brivity, but Google Contacts and Dotloop as well.

![KW overview Mailchimp Dotloop Google contacts](//images.ctfassets.net/f2ysq090txql/1wyCtFZUISDFCCZBimS9lj/3e32531c16c3a84cc6f0486f6a7525dc/Screen_Shot_2020-06-15_at_16.01.11.png)

PieSync is not only a turnkey solution to sync Command and Brivity 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. 


If you re new to PieSync  this guide will you get started with the essentials   PieSync will sync the contacts of Brivity with KW Command s Contacts database    When you sync Command with Brivity  you can customize the following four elements to your…

KW Command and Brivity

Mailchimp is an extensive email marketing tool, and probably the most versatile out there! Targeted campaigns, newsletters, and automated messages together with a broad range of excellent and customizable templates and pre-made campaigns will make this a breeze!


Mailchimp Logo-Vertical Black

Mailchimp

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

PieSync will sync the contacts of Mailchimp with KW Command's Contacts database. 

When you sync Command with Mailchimp, you can customize the following four 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 Mailchimp. 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 and be modified through Command into Mailchimp as well as the other way round.

![KWMailchimp arrows 2way](//images.ctfassets.net/f2ysq090txql/4DqIWhqbMQXNdgTUC4cMR9/101f6a59d8e38e3c0cb2448e2bcd1406/Screen_Shot_2020-06-30_at_11.25.06.png)

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

![KW Mailchimp oneway arrow](//images.ctfassets.net/f2ysq090txql/VXhahZ5Zuuvhis8zGhHbk/b444c46a2f88ab0ce1696ea7e2028c9f/Screen_Shot_2020-06-30_at_11.26.44.png)

3. Of course, there's the opposite way too. Through PieSync's rules you define which data can move into Mailchimp. 

![KW Mailchimp one way arrow](//images.ctfassets.net/f2ysq090txql/1VhYES4dchdiMDgaDxD6nt/73aa9c0f307a12177065e19c6ac99312/Screen_Shot_2020-06-30_at_11.29.13.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. Rules come with filters and actions which will prove tremendously useful in syncs with other apps such as CRMs or marketing platforms.

![KW Mailchimp all to all rules](//images.ctfassets.net/f2ysq090txql/3uQkw4hPr3eKNbWZs1SAy5/2c43e988a9e7f8674b86af291786258b/Screen_Shot_2020-06-30_at_11.33.41.png)

Leaving the default setup, PieSync would create in Mailchimp any newly created Command contacts (1), as well as in fact create any new Mailchimp contacts in Command (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. 

__PieSync matches contacts on the basis of their email address exclusively__

This default setup works perfectly for most agents. PieSync will make sure the addressbook in Dotloop stays in sync with the contacts data in KW Command. 

### Stage & Tag syncing 
If you like a bit more control, and don't want to overload either system with contacts, you could filter the rules. For instance, filter KW Command's rule to only sync contacts in a certain stage. In the following two rules, we only allow PieSync to start syncing Captured or Connected leads.  

![KW Mailchimp stage syncing](//images.ctfassets.net/f2ysq090txql/4Cfgq8B42JthgJjcKwYukv/4fac6865b8c30901b8602806b64b6391/Screen_Shot_2020-06-30_at_11.39.05.png)


## 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)

![KW Mailchimp extras](//images.ctfassets.net/f2ysq090txql/64zRizKGajvbO2Z1GAo19Z/5a1199c133203bc81eed08652bf62365/Screen_Shot_2020-06-30_at_11.42.55.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 & Mailchimp 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.

![KW Mailchimp default field mapping](//images.ctfassets.net/f2ysq090txql/4tRA0SK739Z4DyD5K5YFev/842a1df1353afefaf81e744039028303/Screen_Shot_2020-06-30_at_11.45.36.png)


### Customizable field mappings
Field mapping also includes ability to include the mapping of Number of children, a field that can be created in Mailchimp as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![KW Mailchimp field mapping custom](//images.ctfassets.net/f2ysq090txql/5XvM2Da7oiqKgYWY2mTfI0/97364947738b52b70649db745cab7a75/Screen_Shot_2020-06-30_at_11.47.41.png)
 
## PieSync syncs more than just Mailchimp
Being able to sync Command with Mailchimp 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 Mailchimp, but Google Contacts and Dotloop as well.

![KW overview Mailchimp Dotloop Google contacts](//images.ctfassets.net/f2ysq090txql/1wyCtFZUISDFCCZBimS9lj/3e32531c16c3a84cc6f0486f6a7525dc/Screen_Shot_2020-06-15_at_16.01.11.png)

PieSync is not only a turnkey solution to sync Command and Mailchimp 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. 


If you re new to PieSync  this guide will you get started with the essentials   PieSync will sync the contacts of Mailchimp with KW Command s Contacts database    When you sync Command with Mailchimp  you can customize the following four elements to …

KW Command and Mailchimp

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

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…

KW Command and iCloud

## 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

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