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

bookeo

Bookeo

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



mautic

Mautic

#### 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

<InfoBox>To establish a sync, PieSync matches contacts between your two apps based on the email address field.</InfoBox>

**However, If the email address field has multiple values, there are a few scenarios:**

1.  If the contact only existed in app A prior to the sync, we will sync the contact with the first email value to app B.  **E.g. below _email \[work\]_** 
2.  If the contact existed in app A and B prior to the sync, and app A has multiple values for the email and app B just a single value, we will choose the matching email address only. **E.g. below if app B has the _email \[home\]_** **only, then we will match/sync on that email value.** 
3.  If the contact existed in app A and B prior to the sync and both apps have multiple values for the email, we will match and map all values (where possible). **E.g. below _email \[work\]_** -  **_email \[work\] / email \[personal\] -  email \[personal\]._** **etc.**

<InfoBox>Example of a contact with multiple values for the email address (in this case, the work email is the first value):</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/2lhShFJEVKONQgO7rcqcTZ/f567e9234111d294335ab3022e888c0e/image.png)

However  If the email address field has multiple values  there are a few scenarios   1   If the contact only existed in app A prior to the sync  we will sync the contact with the first email value to app B   E g  below  email   work     2   If the co…

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

My contacts have multiple email addresses,  which one is used to match?

Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more.

Dynamics-365-for-Business-Central logo

Microsoft Dynamics 365 Business Central

If you've set up custom fields for your Dynamics 365 Business Central app (or if you're planning to do so), you hope for these to be included in your sync. Luckily PieSync allows you to do so, but we need some steps on your side to help us achieve this.

#### Step 1: Add the extension

1.  Go to Setup & Extensions > Manage > Upload extension

![](//images.ctfassets.net/f2ysq090txql/UvyVxqENNDDcGWZ4HMCZE/446fefccc7621dd6e26889e062fc43fe/screenshot-2019-10-29-at-10-01-12.png)

2.  Upload the extension, which you can download [here](https://drive.google.com/uc?export=download&id=1xVlrn-MvhEcZELLtamNcRWnLWTK7uxh7).

#### Step 2: Get your OData v4 URL.

1.  Go to your Web Services as shown on the below screenshot:
    1.  Select the "Info" icon on the top
    2.  Search for "web services"
    3.  Click on the "Web Services" Page

![](//images.ctfassets.net/f2ysq090txql/1bJMOMiOcpAzkllfUuDDQL/138b28c596c3c62936562a9e655afbed/image.png)

2.  Create a new Customer Page as shown on the below screenshot
    1.  Click on "+ New"
    2.  Choose "Page" as Object Type
    3.  Choose "21" (which is "Customer Card") as Object ID
    4.  Choose a suitable name for this Page
    5.  Check the "Published" checkbox

![](//images.ctfassets.net/f2ysq090txql/7aLUnNlLecvP3eanGCT82b/6dad040f3ff0b0e6a90caa3dee9f2963/image.png)

3.  Copy the "ODATA **v4** URL" of the Page you've just created (right click --> Copy)

![](//images.ctfassets.net/f2ysq090txql/5R587HD03m5FQXhdbL0xX6/cdc6cbfb185a5d5a65ec03b939d97978/image.png)

<TipBox>You can use the scroll bar at the bottom of the Web Services page to scroll right to find the \`ODATA v4 URL\`.</TipBox>

If you ve set up custom fields for your Dynamics 365 Business Central app  or if you re planning to do so   you hope for these to be included in your sync  Luckily PieSync allows you to do so  but we need some steps on your side to help us achieve th…

Dynamics 365 Business Central Authentication

In this case, the connected app is denying access to PieSync, because of any number of reasons:

*   A time-out after a prolonged period of inactivity
*   The account's password was changed
*   The account no longer exists, or had its changed;
*   The account no longer fits the required conditions, e.g. as a consequence of a billing issue;
*   ... or somewhere along those lines.

Specifically, changes to the account credentials (e.g. changing the password) may be a deliberate safety measure, but naturally, this will prevent PieSync from accessing the contact data any further.  Therefore, you need to re-[authorize](/help/features/authorize-your-apps/) your app for PieSync to be able to read & write to it.

1.  The PieSync connections tab provides an overview of your connections. The ones that need attention will be presented on top.

![](//images.ctfassets.net/f2ysq090txql/6ktKQMXAVOcuMiluLQyspS/29f5a389218da5f81de8cb11551517c2/screenshot-2019-04-12-at-14-52-33.png)

2.  A dropdown list will appear after clicking the connection box, allowing you to reauthenticate the account.

![](//images.ctfassets.net/f2ysq090txql/4vRg2EC8xIrFyGoj8ThV9A/83859dbfd8cb4e44c5cfa4480a981f81/screenshot-2019-04-12-at-15-03-34.png)

<TipBox>If this is not working, try to remove the connection completely and set up a new one.</TipBox>

In this case  the connected app is denying access to PieSync  because of any number of reasons      A time out after a prolonged period of inactivity    The account s password was changed    The account no longer exists  or had its changed     The ac…

Why am I seeing "Authentication failed"?

*   PieSync does everything to avoid duplicates. However, contacts that have no email address and are present in both applications can appear as duplicates because we currently only match contacts on email address.

*   PieSync looks for matches between your contacts based on the email address. Once PieSync detects two similar contacts, we merge them together and keep them in sync. Therefore, contacts without an e-mail address can result in duplicates, as we won't identify them as being the same resulting in a duplicate on both sides as there's no associated email address. 

*   This is also the reason why we added the option to sync contacts with an e-mail address only (avoid duplicates box).  In most connections it's enabled by default, in older integrations you can still choose to turn this feature on or off. 

![](//images.ctfassets.net/f2ysq090txql/4lVXraKdkG64RLMhCGcwm7/9b824abd2bcc8eb8bebf2d15b09356b3/image.jpeg)  

<InfoBox>**If you do want to turn this off,  just give us a shout at support@piesync.com. We can disable this for you and go over any possible implication first.  
**</InfoBox>

PieSync does everything to avoid duplicates  However  contacts that have no email address and are present in both applications can appear as duplicates because we currently only match contacts on email address      PieSync looks for matches between y…

How come I am getting a small amount of duplicates?

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

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

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

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

## Supported Mautic Cloud Integrations

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

## Authorizing Mautic Cloud

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

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

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

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

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

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

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

## \[IF\] Supported Conditions/Filters

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

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

## \[THEN\] Supported Actions

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

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

## Default Field Mapping

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

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

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

## Customizable Field Mapping

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

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

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

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

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

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

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

Mautic Cloud

Some Kustomer accounts only allow their users to log in by using their Google account. This is a good security practice, but unfortunately this causes issues when trying to create an access token for the Kustomer API as that can only be done using the Kustomer username and password...

In order to work around this limitation, an admin user would need to do the following:

1.  Enable the Kustomer login method again in your settings (this would need to be done by a user having admin permissions)

![](//images.ctfassets.net/f2ysq090txql/4vqzKlhdOy80sqn77wboKk/a060451886f63e5a8cc96c63cabfe5ac/image.png)

2.  Log out of your Kustomer account
3.  Request a new password on the Kustomer login screen
    
    ![](//images.ctfassets.net/f2ysq090txql/5qYs0RW1zTqf9V9nCLSOGB/419bef0dfa98a05485e8aebd8ad9ebb0/image.png)
    
4.  When the new password is set, authenticate your Kustomer account on app.piesync.com.
5.  Once you're authenticated, disable the Kustomer authentication again in your Kustomer settings (so to go back to the original state).

Some Kustomer accounts only allow their users to log in by using their Google account  This is a good security practice  but unfortunately this causes issues when trying to create an access token for the Kustomer API as that can only be done using th…

Kustomer - Authenticate when you only have Google SSO enabled

## 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?

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