Emma is an email marketing platform for businesses. Features include automations, built-in integrations, templates, segmentation, visualized data and analytics, and integrations. Setting up targeted campaigns is a breeze with their flexible workflows.


emma

Emma

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

When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications.

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

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

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

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

*   clean up your database
*   create a backup

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

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

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

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

Keller Williams

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

<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?

The Pro/Medium Plan allow for a more customized and **intelligent sync:**

1.  [Custom Mappings](/help/features/new-customizable-field-mapping/) \[Including Custom Fields\]
2.  [Adding more than two rules](/help/features/multiple-rules/) in one connection \[Unlimited Rules\]
3.  Share your increased [contact count and connection count limits](http://www.piesync.com/pricing) with your [team](/help/account/teams/)

<TipBox>Check out the **Intelligent Sync video** below and consult our [BLOG POST](http://blog.piesync.com/intelligentsyncing/) for further reading!  </TipBox>

<Embed src="https://www.youtube.com/embed/rjDp6FShHuM/" />


The Pro/Medium Plan allow for a more customized and intelligent sync:  Custom Mappings \[Including Custom Fields\] Adding more than two rules in one connection \[Unlimited Rules\] Share your increased contact count and connection count limits with...

Why should I upgrade to a Pro/Medium Plan?

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

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

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

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

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

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

How come I am getting a small amount of duplicates?

directmailmac

Direct Mail for Mac

[Direct Mail for Mac](http://directmailmac.com) makes managing your email marketing campaigns easy. No headaches. Just results.


<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>

**Direct Mail for Mac** makes managing your email marketing campaigns easy. No headaches. Just results.  

**Below you'll find detailed information, specifically for Direct Mail for Mac integrations:**

## Supported Direct Mail for Mac Integrations

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

## Authorizing Direct Mail for Mac

We simply ask your login details and your permission.

**For Direct Mail for Mac, we need your API _key ID_ and the _key secret_.** (Make sure you've [moved your project to the cloud](http://directmailmac.com/support/article/422) first.)

**You can find these by clicking the _Direct Mail_ menu > _Direct Mail Account_ > scroll down to _API Access_ > _Show_.  Copy & paste the key ID and the key secret into the authorization pop-up window.**

**Next, click the _File_ menu > _Share_ > (_Move to Cloud_ if needed) > the _API_ drop-down menu in the bottom left corner > _Grant Access to API Keys_ > select the appropriate API Key (i.e. the one you entered in the Key ID field) > _OK_.**

For Direct Mail for Mac, we need **authorization per project and address group**. This means you need to set up a **new connection for each project/address group** you want to keep in sync. You can choose from all your existing projects/address groups in the authorization step after entering your login details.

![](//images.ctfassets.net/f2ysq090txql/3g6MIEWbAbZ8fzAyCST0qO/38fce782d9d8ffbdd6bfdfc61bbe3c9a/screen-shot-2018-03-26-at-07-49-11.png)

![](//images.ctfassets.net/f2ysq090txql/3dlS5DevgJ8BfDM0m8v3C0/74137c874bf5d891b237bab4ee8f543b/2.png)

![](//images.ctfassets.net/f2ysq090txql/2QlTsnTushnr98u6jPDow3/ccd884e160005733534ba6eafaae11c2/3.png)

If you already authorized Direct Mail for Mac account(s)/project/address group 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/7zbKBS81iE5Ulkpxod7R5D/163acd0b1240435640e24318bb0e8081/4.png)

## \[IF\] Supported Conditions/Filters

*   BOUNCE STATUS
*   UNSUBSCRIBED STATUS
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/3z3klgBFg369Clwdm4Jaro/b64a02e950f95c093aa56c0042d4c6c3/5.png)

![](//images.ctfassets.net/f2ysq090txql/vJMiwKYm2zR76k3jocNji/ab3e451b59e5b272ea9a0db031db3aed/6.png)

## \[THEN\] Supported Actions

*   UPDATE BOUNCE STATUS
*   UPDATE UNSUBSCRIBE STATUS
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/5SF2X55puci9R9IHgXX1iN/8ed0a6c6b3f096d4e910b3ee90efd695/7.png)

![](//images.ctfassets.net/f2ysq090txql/19sXFgWsCheenbibRtYNph/ab40fdf7ed63cabc7e78c581b0960095/8.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/3rhtx0oZnDsZ3F6HxJigZv/ae1f07dce1f9e78f25ec1057ba7158f0/9.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 Direct Mail for Mac Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/7HKJaYLLjl6SQwBEIMERnp/aba8b0878e7e094264d340ae6522c978/10.png)

## Additional Options

### Syncing Unsubscribes/Deletions

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

In connections with Direct Mail for Mac where adding a tag in app B is a supported trigger, you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact unsubscribes in Direct Mail for Mac, we add the tag 'PieSync\_Unsubscribes' to that same contact in app B. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync.

![](//images.ctfassets.net/f2ysq090txql/45bQSsCt8VmRisB3IzcoVJ/d7361943d0457070115d301ef4112131/11.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. Direct Mail for Mac makes managing your email marketing campaigns easy. No headaches. Just result...

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

Supported Apps

Capsule is a powerful and simple tool that can be customized to fit your business, so you can keep track of everything important. Complete contact views, sales and task management are just a few features available to make sure you stay on top of your game!


capsulecrm

Capsule

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

Are you using [CapsuleCRM](https://capsulecrm.com/) & [Mailchimp](https://mailchimp.com/) side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an intelligent connection between CapsuleCRM and Mailchimp… and nearly 200 other cloud-based apps in real time.

## Didn't CapsuleCRM already have a built-in integration?

Yes they have. Capsule CRM provides a Mailchimp integration out of the box and it's pretty pretty pretty good.

However, it is in fact only a one-way sync. It moves Capsule contacts in Mailchimp, but not the other way round. [Their FAQ](https://capsulecrm.com/support/mailchimp-integration/) explains how you can use a CSV to move contacts into Capsule, but at PieSync that's not a process we're a big fan of.

Another downside is that their sync does not support syncing into Mailchimp's custom fields, and doesn't yet manage Mailchimp's tags, reverting to the "groups" instead.

If you want to take more control of how your Mailchimp existing & future subscribers sync into Capsule, and how your customers sync into various audiences in Mailchimp, PieSync will give you those tools.

## Where does PieSync help?

PieSync does a 2-way sync between Mailchimp and CapsuleCRM. But it’s more than a simple scheduled import/export. Prior to moving contacts from one side to the other, PieSync’s sync technology will check several things:

*   Who is in the CapsuleCRM database?
*   Who is on which Mailchimp list?
*   Who is in both apps?
*   Who should be subscribed? Who shouldn’t be subscribed at all?

This scan is needed so the sync can also act on historical data. Then, according to the sync rules you specify, PieSync will truly match up your CapsuleCRM's database with the lists in Mailchimp.

Of course, importing & exporting cannot be a one time thing. Contacts evolve constantly. PieSync keeps them in sync moving forward.

PieSync’s easy setup comes with a complete mapping interface to translate CapsuleCRM's properties to Mailchimp merge tags & regular tags. Manage group membership in Mailchimp, change fields in CapsuleCRM based on Mailchimp behavior, etc.

> “PieSync will update both databases when you have a new subscriber in either system, and it will constantly check for updates to overwrite the information whenever a change is made.”

This means you won’t have to worry about manually import/export data ever again or about having duplicates or outdated data!

## Sounds great! How do I get started?

If you haven't already, setting up a sync between CapsuleCRM & Mailchimp is as easy as [following this link](http://app.piesync.com/sync/capsulecrm/mailchimp). A one time operation involves authorizing both apps at this stage, which is super easy. A popup will open inside PieSync and you just log in to both platforms respectively. This brings you to the sync setup, where you can leave everything to its default settings, or really dial in some custom syncs.

The connection can be adjusted in several ways. The default setting of a sync is always a 2-way sync. This means you allow PieSync to transfer changes you make to contacts in Capsule as well as in Mailchimp. We recommend you to keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Mailchimp will go into Capsule, so that may include subscribed members, unsubscribed customers, ... anything.
*   All contacts in Capsule will go into Mailchimp, so you're running the risk of putting people on a newsletter that they didn't sign up for.

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow.

## What are filters & actions?

Filters & actions allow you to really dial in the sync settings. For instance, consider the following example where contacts with the tag 'Newsletter' in Capsule are matched up to the Group 'Subscriber' in Mailchimp. This is assuming you are keeping track of whether or not someone opted in to your newsletter through a tag on the contact. So not only will they sync into Mailchimp, the tag in Capsule will link the subscriber to a specific group in Capsule. Want to give them a tag rather than a group? [PieSync supports them too.](https://www.piesync.com/blog/optimize-syncing-with-mailchimp/)

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the group in Mailchimp, some contacts will be synced and tagged to Capsule, and others will be kept out of scope. These IF-THEN rules are easy to create and the above is just an example. There are endless possibilities.

Another example, specifically for the European audiences, is to have your syncs help in GDPR compliancy. As your signup forms include different GDPR boxes, you can start capturing these in your sync to have them update a tag, or a custom field in Capsule CRM. The opposite is true as well - if you happen to capture GDPR opt in through a different system, you can have PieSync set set up the permission properly for your subscribers in Mailchimp.

![](//images.ctfassets.net/f2ysq090txql/70chDvPAhzk08PcMV0fCUq/d396446b025395d1eea80ace1026973b/image.png)

## How do I follow up my sync?

The progress of your sync can be followed on your dashboard as shown below - you can see contacts being created on both sides, where updates are happening, and you can always pause the sync at any time.

![](//images.ctfassets.net/f2ysq090txql/4aYjWPXlAwNzcvO8G4Dcqa/ff25d6507476ae961fa672b365c94207/image.png)

Using Piesync, the two databases will look exactly the same following the rules as you laid them out. Also, you don’t have to worry that any of your data is out of date, since everything syncs every 5 minutes.

## Want to discover more?

<TipBox>You can find more information about [Mailchimp](/help/connector-apps/mailchimp/) and [CapsuleCRM](/help/connector-apps/capsule/) on their respective support articles. We covered Mailchimp & Capsule in blogposts such as '[3 Users Explain the Power of Combining Capsule and Google Contacts](https://www.piesync.com/blog/3-users-explain-the-power-of-combining-capsule-and-google-contacts/)' and '[Optimizing syncing with Mailchimp](https://www.piesync.com/blog/optimize-syncing-with-mailchimp/)'.</TipBox>

Are you using CapsuleCRM & Mailchimp side by side? Did you wish they play nice with each other? You’re not alone.  PieSync’s sync engine helps you create an intelligent connection between CapsuleCRM and Mailchimp… and nearly 200 other cloud-based ...

Popular sync combinations

CapsuleCRM and Mailchimp

<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>

**Emma** is an email marketing tool making businesses successful at any scale, from beginners to the more advanced marketer, providing a smart and powerful feature-set including valuable automation, built-in integrations, intuitive editing, wonderful templates, unlimited segmentation, visualized data and smart analytics. Setting up targeted campaigns, beautiful emails, and dynamic content, are a no-brainer with its flexible workflow builder and user-friendly interface. Reaching the right people at the right time with the right content is a breeze with this nifty piece of software.

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

## Supported Emma Integrations

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

## Authorizing Emma

**For Emma, we need your API keys and Account ID and for you to allow access to a certain audience. When you click 'Authorize Emma', a pop-up window appears asking you to enter your API keys and Account ID, we will also show you where to find this information in your Emma account.**

![](//images.ctfassets.net/f2ysq090txql/1JnW7duEY4qCAY1Anuadta/ad4e3ce3d3ef6003a6dae4cb078f35d9/screen-shot-2018-05-09-at-11-36-19-png)

**This is followed by another window that visualizes the audiences you have set up in Emma, to choose from. For Emma, we need authorization per GROUP. This means you need to set up a new connection for each GROUP you want to keep in sync.** 

![](//images.ctfassets.net/f2ysq090txql/1YheAVOagPKoDVtQCvixJe/bfa318265d0c535dcff5f2dedba56e11/2.png)

If you already authorized Emma 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/yLjBbndzTXBwVToihmUQ4/0a748c84441c3368af17e9ed0b192051/3.png)

## \[IF\] Supported Conditions/Filters

*   OPT-IN STATUS
*   ACTIVE/INACTIVE
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/33R6GTMDa58yIzvpSUpDeG/894b5923c98a372b5bfeffd3ba17a83d/screen-shot-2018-05-09-at-11-38-38-png)

## \[THEN\] Supported Actions

*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/J39Bsxus5BJjb2gXosCiA/2049598409641c3308ec229b9a2df10b/screen-shot-2018-05-09-at-11-38-52-png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/4Q4snQm1Ak3FVSaGxeJLyd/32509c2c412f7564efc13f6a3c82d451/screen-shot-2018-05-09-at-11-40-24-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 Emma Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/4nflMktoDdWg7WdSAJThcZ/3f3d1d7982394c86043765518fd8274b/screen-shot-2018-05-09-at-11-40-54-png)

## Additional Options

### Syncing Unsubscribes/Deletions

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

In connections with Emma, you are able to [**SYNC UNSUBSCRIBES**](/help/features/syncing-unsubscribes/) **one-way**. When a contact gets unsubscribed in Emma, we add the tag 'PieSync Unsubscribes'  to that same contact in the other app. You will be able to review this segment first before taking any action in the connected app. 

![](//images.ctfassets.net/f2ysq090txql/41IfWPWeP9JLgfLzYprFhH/770224efa7ef49830c32741950fbee99/8.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. Emma is an email marketing tool making businesses successful at any scale, from beginners to the ...

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.

## How are Contacts matched?


<Embed src="https://www.youtube.com/watch?v=UT5hgbpdqzk"/>

1.  To establish a sync, **we match your contacts based on the email address** between the two apps you have connected**.** The sync or 'binding' we establish between your two apps during the initial sync, will stay in place once the sync is active, regardless of the changes you make to the contact after, even if you make changes to that same email address. If you delete the email address in app A, we will no longer sync changes to the same contact in app B.

<TipBox> When PieSync syncs a contact towards the other side, two actions can take place. The contact will be newly created (because the email address doesn't exist yet) or the contact will be matched to an already existing record (bases on the existing email address). </TipBox>

2.  **What to do when you have (a lot of) contacts without an email address?** Check out [HERE](/help/features/avoid-duplicates/) how to best move forward, in particular regarding the **Avoid Duplicates Option.** Uncertain? Don't hesitate to reach out via support@piesync.com


3.  In the [Default Field Mapping](/help/features/new-default-field-mapping/)  you can see how fields are mapped in case you have multiple values for one contact. 

<TipBox>**[My contacts have multiple email addresses, which one is used to match?](/help/faq/the-email-address-is-a-list-field-which-email-address-is-used-to-match-upon/)**</TipBox>

## How are Companies matched?

Our Company sync will match your records based on one of the following properties, without precedence:

- Email address
- Company Name
- Company Domain → only for a limited amount of apps **

For most apps, we'll just match companies on either the email address or company name. In that case, you'll see the message shown below in your connection settings:

![Screen Shot 2020-06-25 at 15.28.15](//images.ctfassets.net/f2ysq090txql/7EuRksN05gl4FUw1Ue8VNG/d48ff1367faa66aaaf9489199193a125/Screen_Shot_2020-06-25_at_15.28.15.png)

This implies the importance of a preliminary check to make sure your company records contain the correct names.

<WarningBox>If the company name states "__PieSync__" in app A and "__PieSync Inc__" in app B and there is no matching email address on both sides, this will result in a __duplicate__ record as they will be considered as different companies.</WarningBox>

** As stated before, there's a specific set of applications for which we also match on the __Company Domain__, besides the email address and company name. Namely the following:

<TipBox> For __HubSpot, Insightly, Nimble, Outreach, Copper, Salesloft, Vtiger and Zendesk__, we can allow matching on the __company domain__ as well. For these apps, records will be matched based on Company name or the email address or Company domain, without precedence. If one of these items is the same, we’ll match the companies. Note that we can also match two companies called “PieSync” even if their domains are different.</TipBox>

For these applications, the setting in your connection will look as follows:

![Screenshot 2020-06-25 at 14 57 05](//images.ctfassets.net/f2ysq090txql/nz9vdBJeOqlZzZQlgTFUH/bd740d4c3c1c6c24075c13609571d0dc/Screenshot_2020-06-25_at_14_57_05.png)


How are Contacts matched?  To establish a sync, we match your contacts based on the email address between the two apps you have connected. The sync or 'binding' we establish between your two apps during the initial sync, will stay in place once th...

How will PieSync match my data between two apps?

Thank you for considering PieSync over Formstack. 

Please note the differences in syncing capabilities between PieSync and Formstack (formerly Bedrock Data). The attentful reader will realize that we are PieSync in drafting this simplified comparison - so we're obviously going to be biased. 

Try out PieSync in a [14 day no commitment trial.](https://app.piesync.com/signup)


| PieSync     | Formstack     |
| ---------- | ---------- |
| PieSync is fully dedicated to building a syncing platform.   | Formstack offers a range of data solutions including  Bedrock Data       |
| [220+ supported apps](https://www.piesync.com/connections) and any app can sync with any app      | [6 supported sync connectors](https://www.formstack.com/sync/connectors)       |
| [Anyone can get started with 14-day self service trial](https://app.piesync.com/signup)       |  [Contact Formstack to get a demo and sign a contract](https://www.formstack.com/sync/pricing)|
|    |      |
|    |      |
| **Pricing**     |      |
|[Starts at 9 usd/month](https://www.Piesync.com/pricing) and scales with number of contacts| [Starts at 500 usd/month](https://www.formstack.com/sync/pricing) for one sync |
|Monthly commitment | Yearly commitment |
|    |      |
|    |      |
| **Supported objects**     |      |
| Companies       | Companies       |
| Contacts (and/or leads)       | Contacts (and/or leads)    |
| *Coming in 2021*      | Contact/company associations       |
| *Coming in 2021 *      | Deals       |

If all you need is contacts or companies synced, PieSync is a good fit. For example; you are using a CRM to track sales on customers, and you need these contacts to sync with a marketing platform. 

If you're looking for full data replication between two systems that goes beyond mere customers, you should probably first consider an implementation through Formstack. 





Thank you for considering PieSync over Formstack.  Please note the differences in syncing capabilities between PieSync and Formstack (formerly Bedrock Data). The attentful reader will realize that we are PieSync in drafting this simplified compari...

Want to learn more?

How does PieSync compare to Formstack?

KW Command allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a Keller Williams agent and their team must accomplish during any given day.

kw logo

KWCommand

![Screen Shot 2020-05-15 at 14.34.11](//images.ctfassets.net/f2ysq090txql/32WrWJgF4QQgLkeMBxGigx/198b704d971cf9e83772972aeaa46662/Screen_Shot_2020-05-15_at_14.34.11.png)

We are receiving this error directly from KWCommand. The app is perventing PieSync from adding the contact to the contacts database because, based on their own validation, it's defined as an invalid email address. 

<InfoBox>Amend the email address in your other app. Piesync will automatically pick this up and sync the contact across (if KWCommand allows the new email address)</InfoBox>. 

Please reach out to KWCommand directly for more information on email address validations. 

  We are receiving this error directly from KWCommand. The app is perventing PieSync from adding the contact to the contacts database because, based on their own validation, it's defined as an invalid email address.  Amend the email address in you...

The data.relationships.emails.data.0.attributes.email must be a valid email address.

## 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? 

hubspot logo

HubSpot

unnamed (4)

123FormBuilder

1CRM-logo-box

1CRM

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3dcart

act!

Act! 365

actpremium

Act! Premium

apps.41598.37145b45-309a-44d2-8a3a-8ef5dd923138.b03415bf-0d24-4925-924c-d111c87e195a.e4b8a9d0-ed9e-44f4-81d3-524fbe3257b6

Actionstep

activecampaign

ActiveCampaign

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

aircall-icon@2x (1)

Aircall

allclients

AllClients

amocrm

amoCRM

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Apollo

apptivo

Apptivo

aproplan

Aproplan

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Apto

Aritic-Logo

Aritic PinPoint

Aritic Sales CRM

AT & T

AT&T Office@Hand

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Autoklose

autopilot

Autopilot

aweber

AWeber

benchmark

Benchmark

bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bill.com logo

Bill.com

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

Brivity CRM

btcloudphone

BT Cloud Phone

bubble_piesync

Bubble

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

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CATS

chargebee

Chargebee

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Chime

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Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

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ClickSend

clio

Clio Manage

closeio

Close

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

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Contacts+

contactually

Contactually

convergehub

ConvergeHub

Seva (formerly ConvertKit)

ConvertKit

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Copper

bpmonline

Creatio

Crisp

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

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Digitaleo

DD-roundel-512x512

dotdigital Engagement Cloud

dotloop

Dotloop

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Drift

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Drip

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Dubb

easybill

EasyBill

efficycrm

Efficy CRM

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EngageBay CRM

Start syncing your Emma 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

Free Trial

Start syncing Emma with one of our 242 apps

Help Articles related to syncing Emma

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

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

Why should I upgrade to a Pro/Medium Plan?

How come I am getting a small amount of duplicates?

Direct Mail for Mac

CapsuleCRM and Mailchimp

Emma

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

How will PieSync match my data between two apps?

How does PieSync compare to Formstack?

The data.relationships.emails.data.0.attributes.email must be a valid email address.

What does PieSync sync?

Start syncing your Emma 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

Free Trial

Start syncing Emma with one of our 242 apps

Help Articles related to syncing Emma

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

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

Why should I upgrade to a Pro/Medium Plan?

How come I am getting a small amount of duplicates?

Direct Mail for Mac

CapsuleCRM and Mailchimp

Emma

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

How will PieSync match my data between two apps?

How does PieSync compare to Formstack?

The data.relationships.emails.data.0.attributes.email must be a valid email address.

What does PieSync sync?

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