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.

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Chime

[Aircall](https://aircall.io/call-center-software-integrations/piesync/?utm_medium=referral&utm_source=piesync&utm_campaign=partner-integration) empowers Sales & Support teams to ace every call with a phone system specifically built for their favorite business tools.


aircall-icon@2x (1)

Aircall

<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?

## And so the syncing begins...
> You've just pressed the __"Start Syncing Now!"__ button at the bottom of your configuration page. At first glance, you think, "Is anything happening?" Or, "I just added/updated a contact, but the changes haven't been synced to the other app yet. Is PieSync working?"

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 coffe while you wait,"__ this means that PieSync is scanning every single one of your contacts in both applications - even if you're only choosing to just sync 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" as the bottom of your configuration page.

During an initial sync, PieSync runs through all of the contacts in both apps, which 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, 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 4-5 minutes for updates and creations, or run an incremental sync.

An incremental sync is the state of the 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 sync to finish running first. 

<TipBox>If either of these sync-types takes longer than 3 hours, be sure to contact PieSync Support at [support@piesync.com](mailto:support@piesync.com)!</TipBox>

And so the syncing begins... > You've just pressed the "Start Syncing Now!" button at the bottom of your configuration page. At first glance, you think, "Is anything happening?" Or, "I just added/updated a contact, but the changes haven't been syn...

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?

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

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...

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

Supported Apps

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

<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.

**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...

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

## What exactly does this mean?

PieSync is able to expose Company related fields when syncing Contacts. Let's have a look at the example below:

* The orange section shows the Contact record, together with its Contact fields.
* The green section shows the Company record, together with its Company fields.
* The blue arrow reflects to the Company fields available on the contact record (= exposing Company related information).

![](//images.ctfassets.net/f2ysq090txql/5AwryUnnyO5JvgHo1VXtoH/c547b9e67358ca22faf86196832bbea9/screen-shot-2020-01-13-at-10-29-58.png)

## How can we distinguish between Contact and Company fields?

Company fields will always have a \[Company\] prefix.

![](//images.ctfassets.net/f2ysq090txql/UQZAdXkNoqgKekrsMdSPU/62ce5a1c634d89cccd52057df9124fb9/screen-shot-2020-01-13-at-10-49-07.png)

<TipBox>Company fields can be used in both the PieSync rules and custom mappings.</TipBox>

## Limitations

<WarningBox>Syncing company related fields is limited to a one-way direction.</WarningBox>

1. The one-way nature of these fields means that you are able to filter based on \[Company\] fields but can't update them via the actions.

![](//images.ctfassets.net/f2ysq090txql/2XmSK87v4COYJnziTGgmQP/8b1fa7452b0514c2578385bd4a4b7722/screen-shot-2020-01-21-at-11-19-03.png)

2. Echoing this behaviour to the custom mappings section, will result in an arrow pointing in one direction.

![](//images.ctfassets.net/f2ysq090txql/yVVt5QooqEdAYQsLtRCg1/6955288f30387073a55549fcb2a28903/screen-shot-2020-01-14-at-11-46-31.png)

## Possible use cases

1. Syncing contacts based on the Number Of Employees towards MailChimp in order to create a specific segmentation allows you to create specific marketing targets.

![](//images.ctfassets.net/f2ysq090txql/2ic9NJt55wUmdNyXKUGDrw/119c298f34f6195b65bcee36c73d15ae/screen-shot-2020-01-13-at-11-03-05.png)

2. Similar as above, Syncing contacts based on the Annual Revenue towards ActiveCampaign in order to create specific segmentation.

![](//images.ctfassets.net/f2ysq090txql/1CkCWNZOPQl3eFXWw3MZxX/609d768fd41c6d3e67ad7de1bb114bfe/screen-shot-2020-01-14-at-12-03-23.png)

## Integrations

This feature has been released for the following apps:

* [Bitrix24](/help/connector-apps/bitrix-crm/)
* [HubSpot](/help/connector-apps/hubspot/)
* [Ms Dynamics 365](/help/connector-apps/microsoft-dynamics/)
* [Ontraport](/help/connector-apps/ontraport/)
* [Outreach](/help/connector-apps/outreach/)
* [Salesforce](/help/connector-apps/salesforce/)
* [SugarCRM](/help/connector-apps/sugarcrm/)
* [Zendesk](/help/connector-apps/zendesk/)

<InfoBox>We will gradually add other applications to this list.</InfoBox>

What exactly does this mean?  PieSync is able to expose Company related fields when syncing Contacts. Let's have a look at the example below:  The orange section shows the Contact record, together with its Contact fields. The green section shows t...

Syncing company related information on the contact level.

<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>

**Aircall** empowers Sales & Support teams to ace every call with a phone system specifically built for their favorite business tools.

<Embed src="//www.youtube.com/embed/Uyv2xxmzXPo" />

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

## Supported Aircall Integrations

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

## Authorizing Aircall

We simply ask you to login into your account and grant access.

![](//images.ctfassets.net/f2ysq090txql/60f8wJDTlQUAIKAEwM1OMb/0e7f1dcb432d6e727fc6ea85ead40322/image.png)

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

![](//images.ctfassets.net/f2ysq090txql/5FEpdZ21VbORykjWwA9ucB/5f1229d23ccaec442d0927a60266f9cf/image.png)

<WarningBox>My contacts do not appear in Aircall while PieSync shows syncing activity?  
 
It's possible that the contacts only appear based on a search in Aircall, instead of being available as a list. </WarningBox>

## \[IF\] Supported Conditions/Filters

* FIELD VALUES
* ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/1QrSo1JKzw8piewHnIpmWr/15c7a85d1b94c7e51d518055f7008133/image.png)

## \[THEN\] Supported Actions

* UPDATING FIELD VALUES

![](//images.ctfassets.net/f2ysq090txql/5CxrW196jGqfytEeHaZUxU/7ada72c9a5703c78ed7776f193d174c1/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/4jOoto3LeUHXPUgggf1U0Y/f128f2a32c5bc5bc3e87e4a493270948/image.png)

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

## Customizable Field Mapping

For now, Aircall does **not** support customizable contact fields.  Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible 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/412kx686prkKVq9EhkON79/e7f377e149b655a5dd558d3009e4d1a0/image.png)

## Additional Options

A mandatory Aircall setting is for phone numbers to be formatted according to the [E.164 recommended standard](https://en.wikipedia.org/wiki/E.164) (i.e. max. 15 digits preceded by a + and the country prefix).

![](//images.ctfassets.net/f2ysq090txql/6TaV3Ays2nNqRLce1rr641/650555cb5c68a7bc354588beb10432aa/image.png)

### Syncing Unsubscribes/Deletions

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

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

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Aircall empowers Sales & Support teams to ace every call with a phone system specifically built f...

## 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?

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