Chime is an all-in-one real estate solution that offers CRM, IDX, team management, lead generation, cultivating relationships, encouraging leads to close, and more bundled in a seamless, easy to use package.

Chime-Logo (1) (1)

Chime

Act! 365 enables you to manage your contact information and activity for marketing and customer service. Affordable and easy to use, Act! 365 helps individuals, small businesses and sales teams organize customer details, send emails, and drive sales results.


act!

Act! 365

<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)

To establish a sync, PieSync matches contacts between your two apps based on the email address field.  However, If the email address field has multiple values, there are a few scenarios:  If the contact only existed in app A prior to the sync, we ...

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?

If you've just activated PieSync or updated your configuration and see the icon load with text that says PieSync is scanning through your apps, telling you to __"Grab a coffee while you wait,"__ then this means that PieSync is scanning every single one of your contacts in both applications. This is true even if you're just syncing a subset.

After this scan, the synchronization will start.

![1 Sync Type Initial Sync Grab a coffee while you wait](//images.ctfassets.net/f2ysq090txql/1xnfztS8RIfW7NXzqi97vf/463a07eaa873c11c7b6ed4790c21226e/1_Sync_Type_Initial_Sync_Grab_a_coffee_while_you_wait.png)

<InfoBox>Here, you can read more about [the different Health Dashboard states.](/help/faq/different-dashboard-states/)</InfoBox>

## What types of syncs does PieSync run?
<InfoBox>There are two types of syncs that PieSync runs--__initial syncs__ and __incremental syncs__.</InfoBox>

### Initial Syncs
An initial sync is the state of a connection when:

* It has been __activated for the very first time__ or
* There's been a __reconfiguration__ and you click "Save and Resume Syncing" at the bottom of your configuration page.

During an initial sync, PieSync runs through all of the contacts in both apps. This takes longer to do than an incremental sync, which we speak to further below. For every single contact record in an initial sync, PieSync runs the "operation" you have in place.

Running the "operation" means that PieSync compares each contact against the combination of all of your Connection Rules, Connection Settings, and Field Mappings to see which ones meet the criteria in your configuration.

<InfoBox>The larger your database, the longer the initial sync might take.</InfoBox>

### Incremental Syncs
Once the initial sync is done and the connection is active, PieSync will scan your databases every five minutes for updates and creations, thereby running an incremental sync.

An incremental sync is the state of a connection when it's:

* __Active__ and
* Only syncing __new updates and creations__.

This means that PieSync only runs your operation for each update to a contact, not all contacts all over again. If a contact has been kept in sync and has never been updated since then, this means PieSync only ran the operation on your contact the first time PieSync processed it.

PieSync nevers runs your operation more than once for each update on a contact because if it did, PieSync would create a sync loop. This means that PieSync would never stop syncing your contacts and the number of API calls it would make would skyrocket into infinity.

Because the load is much lighter, incremental syncs happen much faster than initial syncs.

This might be delayed if you have multiple connections set-up with the same account from the same app. To avoid conflicts, PieSync only activates one sync at a time so it might be waiting for the other syncs to finish running first.

<TipBox>If either of these sync-types takes longer than three hours, be sure to contact PieSync Support at [support@piesync.com](mailto:support@piesync.com)!</TipBox>

If you've just activated PieSync or updated your configuration and see the icon load with text that says PieSync is scanning through your apps, telling you to "Grab a coffee while you wait," then this means that PieSync is scanning every single on...

How much time does it take to sync?

In short: on average around **3-4 hours/week**.

<InfoBox>How do we calculate this average? Let's first see what PieSync handles for you.</InfoBox>

There are 2 different tasks PieSync solves so you don't need to do it manually. PieSync will sync contacts between your cloud apps, 2-way and in real time for any: 

1. newly added/created contact
2. update to existing contact

These tasks are quite time-consuming. On average our users sync with around 3 apps (eg, Google Contacts <> CRM <> Email marketing tool), meaning that anytime an existing contact gets updated (or a new contact added), our users would manually need to create and/or update a contact in 2 other tools they are using.

Based on the number of sync operations we do (new creates and updates), we calculate an average time saved if you use PieSync to keep your contacts in sync.

Here's the formula (calculated across all your active connections):

`Avg Time Saved/week = (# of newly created contacts/week x Time to create new contact) + (# of updates to existing contacts/week x Time to update existing contacts)`

 We tested various apps to understand how much time it takes to create and/or update contact. Here are the averages we take for the above formula:

* Time to create new contact: 60s (login to the app, copy/paste or retype all fields from the master app)
* Time to update an existing contact: 10s (login to the app, find the right field and update it with new data)

Of course majority of businesses will not manually add or update contacts **across** all their apps **every** time a new contact is added or created. Usually they try to have one master database (a CRM) where contacts should always be kept up-to-date, and then perform import/export every week/month to update all their other apps. This process is also time-consuming, and it can also rewrite/delete contact data that has been updated in other apps (eg, newsletter subscriber updates her email address, which is reflected in Mailchimp, but not in CRM. If an import/export is performed from CRM -> Mailchimp, that new email address will be rewritten with the old one).

**By now you have probably realized that PieSync will not only save you time and money, but also make contact management hassle free, making sure you always have correct and up-to-date contact information across all your business apps.**

In short: on average around 3-4 hours/week.  How do we calculate this average? Let's first see what PieSync handles for you.  There are 2 different tasks PieSync solves so you don't need to do it manually. PieSync will sync contacts between your c...

Want to learn more?

How much time will PieSync save me?

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

**Chime** is an all-in-one real estate solution that offers CRM, IDX, team management, lead generation, cultivating relationships, encouraging leads to close, and more bundled in a seamless, easy to use package.

<WarningBox> The Chime API combines family data/households behind the scenes. So, when we sync email data from Chime, we will sync both the main contact and family contact data, specifically the phone number and email address.</WarningBox>

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

## Supported Chime Integrations

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

## Authorizing Chime

To authorise, we need your Email / Password.

![Screen Shot 2020-06-16 at 10.29.11](//images.ctfassets.net/f2ysq090txql/HZyTrkXCbR5xs1N5G2hh0/3391cb8c348375cde2727dc708b5e89c/Screen_Shot_2020-06-16_at_10.29.11.png)

If you already authorized Chime 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**.

## \[IF\] Supported Conditions/Filters

* (not) Assigned to (Agent)
* Has Tag / does not have Tag
* (not) in Group
* is Private Lead
* Lead Type (*Buyer, Seller, Renter, Other*)
* is Team Lead
* Lead Score
* Pipeline
* Source
* Already existing in the app you sync with
* Field values (_INCLUDING CUSTOM FIELDS_)

![Screen Shot 2020-06-16 at 10.31.04](//images.ctfassets.net/f2ysq090txql/2UfQJw31aDeLIb4OvuZjmK/cd7625cb36c4c20781a74f3d0132f072/Screen_Shot_2020-06-16_at_10.31.04.png)

## \[THEN\] Supported Actions

* Add / Remove Tag
* Add to / Remove from Group
* Assign to (Agent)
* Update Lead Type
* Update Pipeline
* Update Source
* Update field values (_INCLUDING CUSTOM FIELDS_)

![Screen Shot 2020-06-16 at 10.31.26](//images.ctfassets.net/f2ysq090txql/1Zu8wbW0P1p7H9O8osvQq8/967d05a83c27166d3ec2af8a063b31a7/Screen_Shot_2020-06-16_at_10.31.26.png)

## Default Field Mapping

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

![Screen Shot 2020-06-16 at 10.31.39](//images.ctfassets.net/f2ysq090txql/01aC4NjNgrDjLNaArwmbnH/cf3d8215a1d1bbfc0b9b963d14036034/Screen_Shot_2020-06-16_at_10.31.39.png)

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

## Customizable Field Mapping

You can custom map your Chime 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/).

![Screen Shot 2020-06-16 at 10.32.00](//images.ctfassets.net/f2ysq090txql/3gYxdaQtSQr2eLGJ30DUVR/df1f245bd55067784bd339737b3d3948/Screen_Shot_2020-06-16_at_10.32.00.png)

## Additional Options

### Syncing Deletions

In connection between Chime and Google Contacts, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Chime. You will be able to review this segment first before deleting or taking any other action in Chime too

![Screen Shot 2020-06-16 at 10.31.48](//images.ctfassets.net/f2ysq090txql/4iR3Yq0PkuPMzJhACkRpMg/c2ecf628a09b13c3b5fb902994c34aac/Screen_Shot_2020-06-16_at_10.31.48.png)

### Syncing Unsubscribes

Currently, there are no Chime 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>

GETTING STARTED GUIDE: How to set up a new connection?  Chime is an all-in-one real estate solution that offers CRM, IDX, team management, lead generation, cultivating relationships, encouraging leads to close, and more bundled in a seamless, easy...

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

Supported Apps

[Mailchimp](https://mailchimp.com/) is the gold standard for the marketing automation market as one of the most powerful and versatile tools out there. With Mailchimp, you can easily build targeted campaigns, newsletters, landing pages, complex automation workflows, and much more.

Mailchimp Logo-Vertical Black

Mailchimp

The PieSync Health dasboard shows the following error: 

![Screen Shot 2020-09-14 at 09 56 48](//images.ctfassets.net/f2ysq090txql/6uEl2fX9Oack1g7WCbV993/f2fbe43b931bff4c1f1d453f360b334b/Screen_Shot_2020-09-14_at_09_56_48.png)

## What is the problem? 

Mailchimp does not allow emails to re-subscribe over the API once they have been deleted or unsubscribed. 

It means the email address was removed or unsubscribed from Mailchimp at a certain point in time. 
Mailchimp doesn't allow a contact to be re-subscribed through the API once it has been deleted or unsubscribed. 

## Solution

Manually add the contact in Mailchimp again. Once this has been done, it will be kept in sync, just like your other contacts. 


The PieSync Health dasboard shows the following error:  What is the problem?  Mailchimp does not allow emails to re-subscribe over the API once they have been deleted or unsubscribed.  It means the email address was removed or unsubscribed from Ma...

Mailchimp - contact is already a list member in compliance state due to unsubscribe, bounce, or compliance review.

The PieSync Health dashboard shows the following error:
![Screen Shot 2020-04-28 at 11.56.10](//images.ctfassets.net/f2ysq090txql/3osXD1fQnClaTFoAfmMowB/916cd2a60ee28a8bf76f281def71916f/Screen_Shot_2020-04-28_at_11.56.10.png)

### Altering default Mailchimp fields

You have the ability to rename default fields directly in MailChimp.

![](//images.ctfassets.net/f2ysq090txql/3P0fgXIfo7PmFivbiLbwov/01e83201be6dc4ee76d37e25259ff47e/screen-shot-2017-12-19-at-12-05-08.png)

<WarningBox>**These default fields will no longer sync/update after altering the correlating tags in Mailchimp.** </WarningBox>


### Solution

You can fix this by changing your fields back to the default setting:

* Go to your audience- Click on "View Contacts" > "Settings", and select "audience fields and \*|MERGE|\* tags" from the dropdown menu- In the column "Put this tag in your content:" change the tag back to the default values. 

![Annotation on 2020-04-28 at 11-23-09](//images.ctfassets.net/f2ysq090txql/3OkgGaCjOToJPGovqbiZU0/4717ffea1a3af587b7558de06ca1b45e/Annotation_on_2020-04-28_at_11-23-09.png)

<InfoBox>Change the first name field to FNAME and the last name field to LNAME (these are the default values)</InfoBox>

<WarningBox>Don't forget to delete your current connection and create it again.</WarningBox>

The PieSync Health dashboard shows the following error:  Altering default Mailchimp fields  You have the ability to rename default fields directly in MailChimp.  These default fields will no longer sync/update after altering the correlating tags i...

Mailchimp - Your merge fields were invalid - Please enter a value

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

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

**Act! 365** enables you to manage your contact information and activity for marketing and customer service. Affordable and easy to use, Act! 365 helps individuals, small businesses and sales teams organize customer details, send emails, and drive sales results.

## Supported Act! 365 Integrations

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

## Authorizing Act! 365

We simply ask your login details and permission for access. For Act! 365, we need your account's API key.  You'll find it under Profile > My Profile > Apps & Integrations > API key.

![](//images.ctfassets.net/f2ysq090txql/19Ae3mPoTznOlP9sJB8rja/e3e3b77c85964f06c3db19c90838de0b/image.png)

If you already authorized Act! 365 List(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/Hl28lDtKFNTPzklGDy0uj/0943d5327e37938c6fb6c9560959f63a/screen-shot-2018-11-14-at-18-00-32.png)

## \[IF\] Supported Conditions/Filters

* STATUS IN GROUP
* OWNERSHIP
* FIELDS (INCLUDING CUSTOM FIELDS)
* ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/7hfuaWTNc0eM41YFJ8RL02/175d85bc7215ff0e5bcf6fd2aeb04e40/screen-shot-2018-11-14-at-18-00-51.png)

## \[THEN\] Supported Actions

* SUBSCRIBING/UNSUBSCRIBING FROM LIST
* SUBSCRIBING/UNSUBSCRIBING FROM GROUP
* APPLY/REMOVE VIP STATUS
* UPDATE FIELDS (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/7268oVEYzEJkuwaJ65FnVP/2d10f3de72f4cf073004921ff7b82acd/screen-shot-2018-11-14-at-18-01-04.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Act! 365 fields being mapped. For instance, a connection to Google Contacts will look something like this:

![](//images.ctfassets.net/f2ysq090txql/67H9TNQn5qt3LnJBm4idka/bd31871fe99b56ead5bdcc8581e787e1/screen-shot-2018-11-14-at-18-01-13.png)

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

## Customizable Field Mapping

You can custom map your Act! 365 custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/1DkUhN3dIUGjCQ5uZrHPzz/8aa2cb8201dcb43dd5d04eb29d7d1722/screen-shot-2018-11-14-at-18-01-22.png)

## Additional Options

### Syncing Unsubscribes/Deletions

In connections between Google Contacts and Act! 365, you are able to [**SYNC DELETIONS**](/help/features/syncing-deletions/) **one-way**. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash'  to that same contact in Act! 365. You will be able to review this segment first before deleting or taking any other action in Act! 365 too. 

![](//images.ctfassets.net/f2ysq090txql/6NKauCXqGH9hwbHBGFbdF9/df4c8ffd7319f6f8704a9c6a49489884/screen-shot-2018-11-15-at-07-36-12.png)

In connections between Act! 365 and some marketing tools we support such as e.g. MailChimp, you are able to [**SYNC UNSUBSCRIBES**](/help/features/syncing-unsubscribes/) **one-way**. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes'  to that same contact in Act! 365. You will be able to review this segment first before taking any action in Act! 365 too. 

![](//images.ctfassets.net/f2ysq090txql/67TjLbZBFgmLbJ5TrnHq41/a644fc072f77c2ba03368c1f06590e03/image.png)

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

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Act! 365 enables you to manage your contact information and activity for marketing and customer s...

## 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!"  Hesitant to "Start syncing now" after you configured a sync? Follow these steps to gain peace of mind! 1) Pause other syncs to your apps  Turn off or pause any existing integrations in parallel (other Pi...

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/" />

  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 ...

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 allows so...

Why can my fields only be mapped one-way?

## Step 1: Choosing your apps

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

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

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

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

## Step 2: Authorize your apps

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

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

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

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

## Step 3: Choose your contact type

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

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

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

## Step 4: Configure your sync

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

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

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

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

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

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

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

### 4.2) Adding conditions & actions

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

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

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

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

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

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

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

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

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

### 4.3) Connection settings

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

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

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

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

### 4.4) Field mapping

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

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

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

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

### 4.5) Start syncing!

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

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

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

## Step 5: Monitor your connection in the Health Dashboard

Once the connection is running, the [health dashboard](https://www.piesync.com/help/features/health-beta/) will be your real-time view into PieSync's operations. It provides insight into: 

* Contacts in Sync
* Contacts excluded from the sync
* Duplicate Contacts
* Summary of Performed Actions
* Summary of Failure Reasons
* Activity Timeline

![Screen Shot 2020-10-07 at 3.21.51 PM](//images.ctfassets.net/f2ysq090txql/AVEHCLXBoctcjptEbjJW0/831af01b027ac275ee1d2673d2e20c8e/Screen_Shot_2020-10-07_at_3.21.51_PM.png)

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

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

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

Getting started

Getting started with PieSync

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