Creatio is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.


bpmonline

Creatio

## 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...

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

Syncing company related information on the contact level.

By default, it's not possible for an admin or regular user to share a connection with another team member. However, if you really want to share connections in between team members, we can arrange that for you.

<WarningBox>Please note that only admins can request this.</WarningBox>

## How to Share Connections
In short, to make this happen, we merge one or more users' accounts into another by adding them as identities on one account.

This allows all users who are added as identities on that one account to:

- See, edit, create, and delete the same connections and
- Access and manage the billing page.

## How to Merge Accounts & Add Identities
If you ask us to give you and one or more users the same access to the same account, here's what will happen.

Let's take, for example, Debbie, the administrator, and Frank, a member on Debbie's team.

Debbie has two connections, and Frank has one. Debbie wants Frank to see and edit her connections.

1. We'll add Frank as an additional identity on Debbie's account, thereby merging Frank's account into Debbie's.
2. This will, in essence, delete Frank's account.
3. All connections Frank had will be added to Debbie's account. In this case, that is one connection.
4. Frank will now be able to use the login credentials he previously used to log in to his old account to now log in to Debbie's account.

__Important Note:__ If Frank wants to ensure that his one connection isn't deleted when he's merged into Debbie's account, Debbie will need to manually set up that connection in her account first *before* we complete this action on their behalves. Otherwise, it will get deleted in the merge.

<InfoBox>If you would like to do this for one or more of your team members, please send us an email at support@piesync.com.</InfoBox>

<InfoBox> If you'd like to simply add team members and not access one anothers' accounts, please read about our [Teams](https://www.piesync.com/help/account/teams/) feature.</InfoBox>

By default, it's not possible for an admin or regular user to share a connection with another team member. However, if you really want to share connections in between team members, we can arrange that for you.  Please note that only admins can req...

Can I share a connection?

A few considerations to take in reference to some of the free/native/other 3rd party integrations out there:

1.  Is it a [full 2-way sync](/help/features/sync-direction/)?  Put differently: is it capable of syncing your entire history of contacts, and not just trigger one-time updates to new contacts?

2.  Is it being as actively developed as PieSync?  (After all, it's not just the _core_, but the _only_ business our ever expanding [team](http://www.piesync.com/about/) is involved in.)

3.  Can it sync directly to [all the apps your team](/help/faq/which-connectors-do-you-support/) is using? What happens if your company wants to switch software?

4.  Does it offer the same level of [elaborate IF/THEN segmentation](/help/features/conditions-and-actions/)?

5.  Does it let you choose a [master app](/help/features/master-app/), in other words: can you control which app gets priority in case of conflicts?

6.  Can it map your app's [custom fields](/help/features/new-customizable-field-mapping/)?

7.  Can it handle contacts being [deleted](/help/features/syncing-deletions/)?

8.  What about contacts [unsubscribing](/help/features/syncing-unsubscribes/) from my marketing lists? 

9.  Can you seek [support](/help/faq/i-didn-t-find-the-answer-i-was-looking-for-here-how-can-i-get-in-touch/) specifically about the sync features, or is customer support aimed at the generic app functionalities?

10.  How transparent is the sync? Is there a [feedback log](/help/features/pie-sync-dashboard-logging/) to inform you on which contacts got synced and when?

&nbsp;

<InfoBox>Related articles:  
[What's the difference between PieSync and Zapier?](/help/faq/what-s-the-difference-between-piesync-and-zapier/)</InfoBox>

A few considerations to take in reference to some of the free/native/other 3rd party integrations out there:  Is it a full 2-way sync?  Put differently: is it capable of syncing your entire history of contacts, and not just trigger one-time update...

Why prefer PieSync over other (native/free) integrations?

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=1sqh0xUNiXFghLDdWgTAlhrfF_t8D5mXp).

#### 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...

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

Supported Apps

Dynamics 365 Business Central Authentication

You can have PieSync perform a bidirectional sync without actually creating new contacts, but rather, only updating whatever contacts the two apps have in common. Choose the filter "exists in other app" available from the filter menu inside rules.

<Embed src="https://www.youtube.com/embed/4jQlDky9xhU?feature=oembed" />

<InfoBox>Did you know? [You can run a test sync](/help/want-to-learn-more/running-a-test-sync/) on a limited set of contacts.</InfoBox>

You can have PieSync perform a bidirectional sync without actually creating new contacts, but rather, only updating whatever contacts the two apps have in common. Choose the filter "exists in other app" available from the filter menu inside rules....

Want to learn more?

Sync without creating new contacts

<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>

**Creatio** is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.

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

## Supported Creatio Integrations

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

## Authorizing Creatio

We simply ask your login details and permission for access. For Creatio, we need you to put in your URL subdomain (the part that comes _before_ .creatio.com in your web browser's address bar), and your account login and password.

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

![](//images.ctfassets.net/f2ysq090txql/3GlsEpX256adDLWybqgvD5/3d1941e4d3cc3e2283c7377516b0cc5e/screenshot-2019-11-14-at-13-38-32.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 Creatio 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/2vh9fcRIc88M6Z7AiJKJvK/c688ea51dbdc48176bddb25930690306/screenshot-2019-11-14-at-13-51-52.png)

## Choose your contact type

Distinguish between Contacts or Leads before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/0EJO7bufv8HHOQG1eUppx/f08d140aa6d5ef9cf1762721de683a93/screenshot-2019-11-14-at-13-52-58.png)

<InfoBox>Learn more about syncing Leads [here](/help/faq/syncing-leads/).</InfoBox>

## \[IF\] Supported Conditions/Filters

*   DEPARTMENT EQUALS (Choose from existing list)
*   JOB TITLE EQUALS (Choose from existing list)
*   ROLE EQUALS (Choose from existing list)
*   TYPE EQUALS (Choose from existing list)
*   FIELD VALUES  (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/7jftt9iIya1PHk3nGGvPYE/b72ebcd21705e618b80a6b6975a7d594/screenshot-2019-11-14-at-13-55-49.png)

## \[THEN\] Supported Actions

*   UPDATE DEPARTMENT (Choose from existing list)
*   UPDATE JOB TITLE (Choose from existing list)
*   UPDATE ROLE (Choose from existing list)
*   UPDATE TYPE (Choose from existing list)
*   UPDATE FIELD VALUES  (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/51Dsy8KmCcxUITYGJBXQcb/49ddf2b2401419eaca48a6789e56fdc7/screenshot-2019-11-14-at-13-57-06.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/4TXco06Cp8NapTdnVEHG9t/4501c1e5f6866bde2b7d46fb4c017cbc/screenshot-2019-11-14-at-13-57-59.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 Creatio Fields and any additional standard fields. 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/). More information on [Customizable Field Mapping](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/5nz777sMsXIh9UnQl80TPf/bf3a2ba01861838412b3d3548b4f0bbf/screenshot-2019-11-14-at-14-00-37.png)

## Additional Options

### Syncing Unsubscribes/Deletions

**There are no supported Creatio integrations on the PieSync platform so far that support our Unsubscribes/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. Creatio is a process-driven cloud based software that connects the dots between marketing, sales ...

Creatio (bpm'online)

You can __associate contacts with companies__ in PieSync. A contacts sync will now include a new default mapping that syncs the company association between apps.  

![Screen Shot 2021-04-27 at 14.54.17](//images.ctfassets.net/f2ysq090txql/4KtfBzheEXeaIZWwYJnkv6/66deff1d6311ecfcf4c3dbf0b7e6d7d5/Screen_Shot_2021-04-27_at_14.54.17.png)

__Please note:__

1. When selecting from the accounts dropdown during the connection set up, the contact and company connections need to be between the same accounts. If the accounts are authenticated separately, the associations will not be synced. 

2. Only associations to companies that are (or were once) in sync will currently be synced. Associations to companies that are out of scope will not be synced, even if the companies exist in both accounts. 

3. For existing connections, you will have to save your settings again to enable the sync. PieSync will only sync the association if it already exists in the app. It won't create an association when it doesn't exist. 

<InfoBox>__Currently, syncing associations will work for the below apps:__

Apto, Basecrm, Bitrix24crm, Bullhorn, Closeio, Connectwisemanage, HubSpot, Insightly, Intercom, Jobadder, Keap, MsDynamics, Netsuite, Ontraport, Outreach, Pipedrive, Prosperworks, Salesforce, Salesloft, Sharpspring, Sugarcrm, Zendesk, Zohocrm, Zuora </InfoBox>


You can associate contacts with companies in PieSync. A contacts sync will now include a new default mapping that syncs the company association between apps.  Please note:  When selecting from the accounts dropdown during the connection set up, th...

Create Contact and Company associations

[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.

## 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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HubSpot Marketing Hub

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Actionstep

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ActiveCampaign

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Start syncing your Creatio contacts
two-way with more than 240 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Start syncing Creatio with one of our 249 apps

Help Articles related to syncing Creatio

Syncing company related information on the contact level.

Can I share a connection?

Why prefer PieSync over other (native/free) integrations?

Dynamics 365 Business Central Authentication

Sync without creating new contacts

Creatio (bpm'online)

Create Contact and Company associations

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

What does PieSync sync?

Preparing your data for PieSync

Setting up your iPhone to sync with Google Contacts

Why can my fields only be mapped one-way?

Start syncing your Creatio contacts two-way with more than 240 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Start syncing Creatio with one of our 249 apps

Help Articles related to syncing Creatio

Syncing company related information on the contact level.

Can I share a connection?

Why prefer PieSync over other (native/free) integrations?

Dynamics 365 Business Central Authentication

Sync without creating new contacts

Creatio (bpm'online)

Create Contact and Company associations

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

What does PieSync sync?

Preparing your data for PieSync

Setting up your iPhone to sync with Google Contacts

Why can my fields only be mapped one-way?

Start syncing your Creatio contacts
two-way with more than 240 other apps