EspoCRM is an open source web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.


espocrm

EspoCRM

Acumatica delivers business solutions for small & medium size companies around the world. From multi-company on-line accounting to complete ERP suites, their flexible and integrated solutions include: Financials, Distribution, Manufacturing, Project Accounting, Field Service, BI and CRM. 

Acumatica

Acumatica CRM

<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>

**EspoCRM** is an open source web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.

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

## Video

<Embed src="https://player.vimeo.com/video/235896819?title=0&byline=0" />

## Supported EspoCRM Integrations

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

## Authorizing EspoCRM

<InfoBox>We can only support the most recent version of EspoCRM</InfoBox>

We need you to fill out just these 3 fields:

*   Your _\*.espocloud.com_ or _\*.espocloud.eu_ domain, i.e. the one you can copy from your web browser's address bar, _excluding_ the preceding https://
*   Your EspoCRM username
*   Your password

![](//images.ctfassets.net/f2ysq090txql/6mjZ24dhf8X7gjO60hCmF8/664f643cc1c3a54714e61f5b0aa7816f/screenshot-2019-04-08-at-16-21-21.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 EspoCRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/4pB6htg2lNYnXhvoGb3zuf/73c8f8a237e52628f8c53ca663f639b8/2.png)

<InfoBox>Please note that the EspoCRM concept of "primary", as in "primary phone", "primary email", etc., applies to the fields that are _starred_ in the EspoCRM app:  
  
This is relevant to the below IF/THEN filters & actions, and default and custom fields mappings!</InfoBox>

## \[IF\] Supported Conditions/Filters

*   OWNED/NOT OWNED BY
*   DO NOT CALL
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/7R1VrhgOmaY8Mi7GH7oxp/ce8e70e9793a0348235e818e8d95840d/3.png)

![](//images.ctfassets.net/f2ysq090txql/7rH7ST381beMqqqyHMwrCR/090fb75ae562a708fd281f722a71da30/4.png)

## \[THEN\] Supported Actions

*   SET OWNER TO
*   UPDATING "DO NOT CALL"
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/5e4yyiGYBhFBgYwkwudOui/5883dbe3550c959dca49554dcec5e869/5.png)

![](//images.ctfassets.net/f2ysq090txql/7vncHPwx2A2eOxZQgORlKl/6ce551434442384a077fb2f6fad325a7/6.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard EspoCRM fields being mapped by default. For instance, in a connection with [Google Contacts](/help/connector-apps/google-contacts/), the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/R5QQ7fkLX5zTI2j8ItG7h/e23567e8f169ac4336bb862a5fae57c3/7.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 EspoCRM 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/1kL59XFKUCk8WHzKp7dUFN/7983729fab477538b70adf463ecd47c2/8.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no EspoCRM 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?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  EspoCRM is an open source web application that allows you to see, enter and evaluate all your c...

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

Supported Apps

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...

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

Thank you so much for your interest in PieSync. We're certain this is the start of a meaningful partnership.

Please find below the next steps to go live with our platform:

1.  [Complete this partnership form](https://piesyncforms.typeform.com/to/kBDvyZ).
2.  Send us your complete **API** **Documentation** and provide credentials to a **Sandbox Account**
3.  PieSync will then build the **integration and liaise with your team if necessary**.
4.  Once finished, we will organize a **training session & demonstration** of the integration (either live or online).
5.  We will then prepare customer resources for **a shared announcement.**

When it comes to technical aspects PieSync will need to rely on your API Documentation. Please make sure to setup a sandbox account and let us know how we can access it so will be able to play with it and test.

Regarding marketing initiatives, please see below

## Marketing initiatives

**Integration launch co-announcement**

*   Blog post announcement
*   Direct Email announcement
*   Newsletter Email announcement
*   Social Campaigns
*   Community announcements
*   In-app announcement
*   Co-marketing with other PieSync apps

**PieSync content on (y)our site and app**

*   PieSync and Partner landing page on (y)our website
*   PieSync Widget embedded inside your app's UI
*   PieSync integration featured in your on boarding sequence
*   PieSync listing in (y)our partner/integrations page or directory
*   PieSync help docs on (y)our website

**Continious promotion**

*   Webinars
*   Ebook
*   Social campaigns (Facebook, Twitter, LinkedIn)
*   Customer Case Studies
*   Guest Blogging
*   Blog posts around specific use cases and user stories

**TRAINING RESOURCES**

*   Training session w/ PieSync Expert
*   Training documentation for internal use. 

We keep our integrations partner close so we can continue our co-Marketing initiatives to continually improve our partnership.

## PieSync CDN

If you are not a developer, or are not familiar with a CDN. A CDN (Content delivery network) is a system that allows for the quick transfer of assets needed for loading Internet content including HTML pages, javascript files, stylesheets, images, and videos.

In this case, PieSync provides you with a CDN to get all the available integrations. This allows you to [easily create a marketplace like PhoneBurner did.](https://www.phoneburner.com/integrations/)

URL: [`https://cdn.piesync.com/providers/[id]/connectable_apps`](https://cdn.piesync.com/providers/wildix/connectable_apps)

You would need to replace **`ID`** with your app name. If not sure, don't hesitate to reach out.

## PieSync app Widget

We offer the possibility to dynamically show all available connections on the PieSync platform. This way, your visitors will have the ability to immediately see whether or not their app is supported by PieSync. There are two versions to our widget. 

### Widget Attributes

data-left (optional)  
data-right  (optional)  
data-size  (optional)  
data-filters  (optional)  
  
data-medium (optional)  
data-campaign (optional)  
data-source (optional)

##### **Option 1: Full Size widget with no selected app**

You do not have to use any additional attributes - just copy the code below.

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

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

##### **Option 2: Full Size widget with 1 selected app**

Make sure to populate the `data-left` attribute in the code below.

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

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

##### **Option 3: Full Size widget with 2 selected app**

Make sure to use the `data-left` and `data-right` attributes.

```<Widget src="https://cdn.piesync.com/widget.js" left="hubspot" right="googlecontacts" />```

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

##### **Option 4: Compact Size widget with no selected app**

Make sure to populate the `data-size` attribute with `"compact"`

```<Widget src="https://cdn.piesync.com/widget.js" size="compact" />```

<Widget src="https://cdn.piesync.com/widget.js" size="compact" />

##### **Option 5: Compact Size widget with 1 selected app**

Make sure to use the `data-size` attribute as well as the `data-left` attribute.

```<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" size="compact" />``` 

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

##### **Option 6: Compact Size widget with 2 selected apps**

Make sure to use the `data-size` attribute as well as the `data-left` and `data-right` attributes.

```<Widget src="https://cdn.piesync.com/widget.js" left="pipedrive" right="mailchimp" size="compact" />```

<Widget src="https://cdn.piesync.com/widget.js" left="pipedrive" right="mailchimp" size="compact" />

##### **Option 7: Exclude integrations**

We understand you may want to exclude certain integrations, e.g. because they are direct competitors of yours and you don't like to include their branding on your website. In this case you can use the data attribute `data-filter`, this will prevent integrations that are technically available to be visible in the widget.

```<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" data-size="full" data-filters="constantcontact, activecampaign, hubspot" />```

<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" data-size="full" data-filters="constantcontact, activecampaign, hubspot" />

## PieSync Providers API

In addition to the widget, we also expose the long list of PieSync's available connectors in real time on an open endpoint. You can leverage this information to build out your own app's marketplace. Amend [`[dashboard_id]`](https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps) inside this URL with the name of your application.

[`https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps`](https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps)

For Example:

[`https://cdn.piesync.com/providers/intercom/connectable_apps`](https://cdn.piesync.com/providers/intercom/connectable_apps)

[`https://cdn.piesync.com/providers/mailchimp/connectable_apps`](https://cdn.piesync.com/providers/mailchimp/connectable_apps)

[`https://cdn.piesync.com/providers/fullcontact/connectable_apps`](https://cdn.piesync.com/providers/fullcontact/connectable_apps)

## PieSync Brand assets

A logo & icon package can be [downloaded from our website](https://www.piesync.com/press/assets/PieSync%20logo%20package.zip).

The official PieSync colors are #07f, #f60 #ffcd1a, #b0f, #36e292, and #232E33.

![](//images.ctfassets.net/f2ysq090txql/4n4ybppQ1b9dTUwuTdXCm1/2ec61f59392e08771d2af8c5664f55b1/image.png)

## Partner Page

We’ve created a dedicated partner page for you and your team for internal use.

`http://piesync.com/partner/[id]`

## Partner Discount

There is a 50$ discount code for your customers that can be found here: [https://app.piesync.com/referrals](https://app.piesync.com/referrals)

## About PieSync
#### Blurb

PieSync provides a seamless 2-way contact sync between #APPNAME and your favorite apps.

#### Meet PieSync

PieSync provides a no-code data bridge between business applications to sync contacts and/or leads. You can personalize the synchronization by making the sync go two-way or one-way, applying filters, and customizing the field mapping. 

Since most apps are not natively integrated, you have to work out a way to get contact data from one app to another. A lot of businesses use the time-wasting import/export method, but your apps are never really up-to-date. Others use one-way pushes, but that often results in duplicates and historical data is not pushed.With PieSync you can connect over 160+ applications to #APPNAME without the need of a developer. Applications are added every week so you can focus on your business while PieSync does all the data management for you.

#### Benefits of the integration

##### Obtain a true 360° customer view

Align customer audiences in all your SaaS applications so you know you’re working with the most up to date data. 

##### Consistent data across all your apps

Surface relevant customer details from your customers and sync them 2-way all across your SaaS stack. Share accurate contact information across your marketing, sales and customer service platforms.

##### 2-way syncs real-time, all the time

A two-way sync means data is kept identical in a smart way. This is different from how traditional integrations claim to sync data across apps, but only pushing data from one app to the other, back & forth. This comes with a high risk of overwriting data or creating duplicates.

##### Stop manual import/exports

Use PieSync to sync your contacts data seamlessly into existing databases, never overwriting data, only enriching it. Save time on data entries, prevent manual errors and focus on what matters.

#### Features of the integration

✓ Set up a sync in 4 easy steps

A very simple 4 step process to achieve a full 2-way sync. Select your apps, authorize them, and configure the sync. Choose between 2-way or 1-way syncing, or trigger off the 2-way sync based on contacts already existing on either side and much more. No surprises.

![](//images.ctfassets.net/f2ysq090txql/4YiNgAWP4i7sq1mu7d1AxS/db366a6b0a7b5ff9683c24f239a5e441/Z2cwXtVAQgFH48pT8SBPt8iV31bKtxXVASs15wV5tYBMwC7nwX3rNvYvwfvnWcUGUJ70ZJBNqSTKOx-Cmf66U9EkGFRBu1ByMKAQb2pehkltqGQNZpoPxXe3gW9PazXw)

✓ Bidirectional Sync

PieSync is a bidirectional sync that allows you to create and/or update contacts in all your applications to prevent data loss. Truly sync up your #APPNAME database with your other apps through intelligent sync rules. Sync only a subset of contacts, and include actions so you know where contacts are coming from inside your other app. 

![](//images.ctfassets.net/f2ysq090txql/1vy8eUxop0Nfe6NY95r7et/3ffa8cab30d14ad4e851414f1c347bb7/mclOJu7OSl8f9IjMt1c0gRZjiyys4AqMI-lQY66wYy3_COhHsfhVUG6U_I9OCOPmBkCLdZj2vioGum4RNCoPV2FQoBGxmjnkft0ELorOiR45b8oyzVOp4WbuduXKZQOG)

✓ Filters & mappings

Rich filters and customizable field mapping give you full control over how the sync will run in both directions. All data of contacts will be intelligently matched merged so you end up with richer data after the sync. 

![](//images.ctfassets.net/f2ysq090txql/WkVGqBeiyn4qJmmo6JJJW/83228a07302fca61f09d234bd3e23bbe/yKMdT9yylIZoEOS5ur_JXObJ34vk7xISl5z5yrNnLj2252Zdj_mm_FCEOr_mECL2baTcMizjsjJvirwWgQtKc-twbKJ6i8VQqzAErLijpT9oR58mEopTZXYl6vi7b9dP)

✓ Duplicate prevention

PieSync's 2-way syncing technology is fundamentally different from integrations that rely on a trigger-action principle. PieSync processes not only new but also existing contacts and looks at the e-mail address to smart match contacts. This is crucial to avoid duplicates from syncing over.

![](//images.ctfassets.net/f2ysq090txql/2aXOf0FmgBaF78VAUfDn0n/8e679c0643f0b59275145bd31e002fcf/rE0cDwcTpuBNPiM169viDZqhRFdS5pAtp7qud567Z-2HlKThYsCCV2vOgM8AVWi-kUcWqk-Z0cz7coWI-AZHqTyowgWrKB-D-1tJFeUTxWssYZLPNZ3dIdjXS_Pszylj)

#### Pricing

The PieSync Pricing plans start at 9$/month and depending on the number of contacts in sync and features used pricing will go up.

<InfoBox>More about our current pricing page can be found [here]( https://help.piesync.com/account/billing).</InfoBox>

#### **PieSync vs Zapier**

**Can you fully sync the data between two apps?**

**Zapier:** Currently Zapier doesn't offer two-way syncing features like version merging or version conflict resolution. Most supported apps don't have triggers for updated data.

**PieSync:** Yes, in both directions. Conflicting data is merged in a controlled way – fields will never be overwritten.

**If I update information in one app, will that change be reflected in the other app?**

**Zapier:** Not in most cases. However, some supported apps have updating capabilities, which will be stated in the trigger or action descriptions.

**PieSync:** Yes, PieSync constantly monitors the records in both web apps, and when it detects changes, it updates the data in the other app too, keeping everything in sync.

**What about my historical data. Would it be in sync?**

**Zapier:** The data created before your Zap was turned On will not be acted upon.

**PieSync:** Yes, during the initial sync we match the existing, historical data between the two systems.

<InfoBox>More info on the main differences between PieSync and Zapier can be found [here](https://www.piesync.com/piesync-vs-zapier/)</InfoBox>

## Helpful resources

*   [Partner Overview](https://drive.google.com/file/d/1qUBcCJg8Sjitd4EpIObFEue5i4v2fsEF/view)
*   [PieSync API](https://drive.google.com/file/d/0B2kz4FxXzhrbdG95bng3MUY5MUU/view)

<TipBox>Don't hesitate to reach out to [aron@piesync.com](mailto:aron@piesyn.com) if you have any more questions.</TipBox>

Thank you so much for your interest in PieSync. We're certain this is the start of a meaningful partnership.  Please find below the next steps to go live with our platform:  Complete this partnership form. Send us your complete API Documentation a...

Partners FAQ

Steps to partner launch your application on the PieSync platform.

<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>

**Acumatica CRM** delivers business solutions for small & medium size companies around the world. From multi-company on-line accounting to complete ERP suites, our flexible and integrated solutions include: Financials, Distribution, Manufacturing, Project Accounting, Field Service, BI and CRM.

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

## Supported Acumatica CRM Integrations

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

## Authorizing Acumatica CRM

To authorise, complete the steps as describe below:

![](//images.ctfassets.net/f2ysq090txql/4TSpOEKDhQ8ifsIbsU3pKj/b2ca524506a45596d33060d4d0d4c8c2/screenshot-2019-10-07-at-12-21-13.png)

![](//images.ctfassets.net/f2ysq090txql/20jD96HYnJ4lGUXLMAidBe/14f6a1e7e21e275f1bfcb6bc09d8dd6c/screenshot-2019-10-07-at-12-21-26.png)

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

![](//images.ctfassets.net/f2ysq090txql/3hzzFsdPOhL8BWQDQXGQUZ/4a5b80ace2f62e25501dbb376bfeafd7/screenshot-2019-10-07-at-12-22-44.png)

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

![](//images.ctfassets.net/f2ysq090txql/V0kIAKeMCVyRuv3ZOu85r/e55389f4f539648b7332ad24d787cc6d/screenshot-2019-10-07-at-12-20-43.png)

## Choose your contact type

Distinguish between Contacts, Leads and Business Accounts before proceeding to the configuration page.

![Screen Shot 2020-07-03 at 10.28.05](//images.ctfassets.net/f2ysq090txql/2gKLsibHmhLHSpOla5J28G/322590dd24ec0f1778976ea957053abc/Screen_Shot_2020-07-03_at_10.28.05.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   Contact Method
*   Do Not Call
*   Do Not Email
*   No Marketing
*   Owned by
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/7w17bhcLlFXjvrz9q1l0e3/5251de396edc50542c7ec2151d440d08/screenshot-2019-10-07-at-12-23-30.png)

## \[THEN\] Supported Actions

*   Update Contact Method
*   Update Do Not Call
*   Update Do Not Email
*   Update No Marketing
*   Update field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/Hu7U24moEu1LRaeh6cJcl/8803de61134f96d35c409a8c1139cdb5/screenshot-2019-10-07-at-12-23-49.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6NIfHPZtYxcg5OcgTjXz8p/641ec003596a909bc6727ea84e14c81d/screenshot-2019-10-07-at-12-24-07.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 Acumatica CRM 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/7HW2RCGA8txzV4sGngi8D0/1462a38baeb7c5c7641b1ddaf667ea43/screenshot-2019-10-07-at-12-24-31.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no Acumatica CRM integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/). However, by applying certain filters and actions, you have the ability to sync unsubscribed contacts via the PieSync rules:

![](//images.ctfassets.net/f2ysq090txql/3Bd11uZolw3CdlzLtsXPHt/928de249e0029ccae13b9b15d3241d53/screenshot-2019-10-07-at-14-49-39.png)

<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?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  Acumatica CRM delivers business solutions for small & medium size companies around the world. 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,...

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

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...

Want to learn more?

Preparing your data for PieSync

<Embed src="https://www.youtube.com/embed/mwH6sLjgIVg/" />  

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! 

*   If your iPhone contacts are stored in iCloud, you can choose to [sync your contacts from iCloud directly to many of PieSync's other supported apps](http://www.piesync.com/icloud/).
*   If you're not using iCloud, you should consider moving your contacts to a cloud service, as only then will PieSync work.

**But even if your contacts are currently stored in iCloud**, and [PieSync supports iCloud](http://www.piesync.com/icloud/), you may want to make sure your iPhone uses Google Contacts instead, especially if the rest of your business runs on Google apps.

## Managing multiple contact lists on an iPhone

A quick way to find out which contacts are currently loaded up on your iPhone, is by going inside the **Contacts app**, or the **Phone app** of your iPhone.

By tapping the **Groups** icon on the top left, you'll understand that an iPhone is capable of visibly merging different databases into one single contact list.

While in some cases it is handy to have your iPhone consolidate contact lists, in most cases it actually leads to **confusion.** Because everything is neatly merged, there is no easy way to recognize in which cloud database a specific contact is being stored.![](//images.ctfassets.net/f2ysq090txql/3R930qCIp77bn5CBEqOTug/e4937fa14b75e0b5e8fda7df552698f1/image.gif)

  
<InfoBox>Where is your mom's contact stored? Is it in iCloud? Google Contacts? Your SIM card? Worse yet, is it in all three of them simultaneously? Your iPhone actually dedupes them & merges identical contacts visually!  
  
The idea is ultimately that your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com) or [icloud.com/contacts](https://www.icloud.com/contacts) respectively to see & manage these lists.</InfoBox>

## Where are your contacts stored?

So how does your iPhone manage contacts? This help article can't possibly cover all possible scenarios, but here's how you can easily find out how your iPhone is setup currently.  
  
Go to **Settings -> Contacts -> Accounts** to find out which services are allowed to manage/add contacts on your phone. In the example shown to the left, there are three accounts moving contacts into this iPhone:  

1.  iCloud
2.  Personal gmail.com
3.  G-suite-domain

It's very likely you will see something different on your phone: you may or may not have iCloud, you could have an [Outlook](http://www.piesync.com/outlook-office365/) account, and so on.

![](//images.ctfassets.net/f2ysq090txql/4dGQCrcQjhwMJIrw3KAawL/d3544012e3d0b59539ad6b96943bd33b/image.gif)

<InfoBox>**Did you know?** Connecting a Google account to an iPhone will **import** your Google Contacts. However, the contacts that you had on your phone before **are not moved to Google**. They remain stored on iCloud or on your phone! Follow these instructions to back up those contacts to Google.</InfoBox>

The next steps will help you consolidate your contacts into Google's ecosystem instead. **Wherever your contacts are,** with the [**Google Drive app**](https://itunes.apple.com/be/app/google-drive-secure-online-file-storage/id507874739), you can push your Contacts data from your iCloud or those that are locally stored  to the Google Drive and into Google Contacts.

## Move your iPhone Contacts to Google Contacts with the Google Drive app

1. [Download Google Drive](https://drive.app.goo.gl/?link=https://drive.google.com/_/backup/ios&ibi=com.google.Drive&ius=googledrive&isi=507874739) to your iPhone and sign in with your Google account. If you don’t have a Google Account, you can create one when you sign-in to Google Drive. Already have Google Drive? Make sure it’s up to date.  

![Install Google Drive Google Contacts iPhone](//images.ctfassets.net/f2ysq090txql/6q1Oh3EUTKzpAGTWVZEGEB/d5c95a281c8ee1566fda9cd877aaaaa7/image.jpeg)

2. Now it’s time to backup your content. Open Google Drive and go to the backup wizard in Menu > Settings > Backup. You can select which content you want to backup or simply backup everything. Then hit “Start”.

3. Sign-in to your Google Account on your iPhone.  

![](//images.ctfassets.net/f2ysq090txql/6jkNFu6BAaqQcxVkxn2jpi/fea21e5327c83dfab643d375e4aacbdd/image.jpeg)

4. Go to your iPhone settings and **make sure your default account is the selected** **Gmail account**.This ensures that new contacts are added to Google Contacts and can then be synced to your cloud apps such as your CRM.

<InfoBox>Don't forget to set up the "Default account" to be Google! Merely connecting a Google account isn't sufficient, you also need to make sure new contacts you create on your phone are immediately created inside Google via this setting.</InfoBox>

<Embed src="https://www.youtube.com/embed/VlMm4q1wIn0/" />


  By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now!  If your iPhone ...

Setting up your iPhone to sync with Google Contacts

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are **some exceptions** where a mapping can only be set up one-way:  

*    When a **field cannot be modified** in the application you are syncing.

*   When a **field only allows some specific values**. In that case we do not allow writing to the field because we cannot guarantee the new value is allowed by the field. For example: dropdown, (multi)-select, status,... fields.

*   When **two mapped fields have different types** such as text, number, date,... In some of those cases we cannot guarantee a correct conversion in both sync directions. For example: the data in a number field can easily be converted to a text field, but not all text values can be synced back to the number field.

![](//images.ctfassets.net/f2ysq090txql/66hjCGL1zMNRiVjyVDJ1us/d5747886fa0d3aa4542c88c72e246cb6/image.png)
  
Bear in mind that the **general direction** of your connection affects your syncing behavior. When you have configured your connection as a one way sync in the other way (→), the following message will pop up.  

![](//images.ctfassets.net/f2ysq090txql/74uOD8xabUStQVtQHdm3MT/3c20b4f263730bd08520da5c66a942fd/image.png)

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are some exceptions where a mapping can only be set up one-way:  When a field cannot be modified in the application you are syncing.  When a field only allows so...

Why can my fields only be mapped one-way?


## Step 1: Choosing your apps

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

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

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

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

## Step 2: Authorize your apps

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

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

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

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

## Step 3: Choose your contact type

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

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

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

## Step 4: Configure your sync

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

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

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

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

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

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

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

### 4.2) Adding conditions & actions

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

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

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

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

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

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

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

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

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

### 4.3) Connection settings

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

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

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

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

### 4.4) Field mapping

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

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

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

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

### 4.5) Start syncing!

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

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

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

## Step 5: Monitor your connection in the Dashboard

Once the connection is running, the activity monitor will be your real-time view into PieSync's operations. It provides insight into: 

*   new contacts being created from your first app to your second app that didn't exist yet
*   new contacts being created from your second app to your first app that didn't exist yet (if you did a 2-way sync)
*   updates made to contacts that had been synced & matched up before: the update is now also synced up
*   whether your synchronization is active or not - you can pause the connection should you so wish

![](//images.ctfassets.net/f2ysq090txql/6sSzj03PVg91eb7tWh0LM/6e45073632cc0fcfaa72b696de1bf6c4/screenshot-2019-05-20-at-16-40-35.png)



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

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

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

Getting started

Getting started with PieSync

microsoftdynamics

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers.  Native integrations to other Microsoft products make this a powerful CRM.


<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>

**Microsoft Dynamics 365** is a cloud-based CRM that focuses on intelligent customer engagement and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM. Office 365 is Microsoft’s App suite and cloud collaboration tool and includes Microsoft Dynamics 365.

**Below you'll find detailed information, specifically for Microsoft Dynamics 365 integrations:**

## Supported MS Dynamics 365 Integrations

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

This video sets up a 2-way sync between Microsoft Dynamics 365 and Chargebee.

<Embed src="//www.youtube.com/embed/0BsnntPXr9w" />

## Authorizing MS Dynamics 365

We simply ask your login details and your permission. **To Authorize your MS Dynamics 365 account, we need:**

1.  **Your Microsoft Dynamics 365 'Root Service Address', to be found in the URL of your application, it should end in** **_dynamics.com_.**
2.  **Your Microsoft Dynamics API version - you can retrieve this in the settings 'About' / The first 2 numbers represent the API version.**

![](//images.ctfassets.net/f2ysq090txql/7sI1xJX9Mz7VnkpymlI0w/617b7e80ad08b6f77e26ecaa49f71ce9/screen-shot-2018-04-24-at-12.57.02.png)

If you already authorized Microsoft Dynamics 365 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/4ZPxvZI7fzN25q2GYKTuDY/21035ee991952b38aff628f905006823/2.png)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/J8O5ply6UCdgDOUWADNAG/94648eadbd8f0c7957a6325d242eee3f/screenshot-2019-09-19-at-11-51-37.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   OWNERSHIP
*   EMAIL OPT-IN/OPT-OUT STATUS
*   ACTIVE/INACTIVE STATUS
*   ALREADY EXISTING IN APP YOU SYNC WITH 
*   STATUS
*   CONTACT FIELDS (phone, address, ....)
*   CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/3KvMf6itAsiSbG3TuaB7QQ/aee8e894df037ed7b8d1ab935bfd4d54/image.png)

## \[THEN\] Supported Actions

*   UPDATE (CUSTOM) FIELD VALUES 

![](//images.ctfassets.net/f2ysq090txql/7gbikvMZYKqbLXkp0oXdoV/a5bc9237df5200d84fa167fd41d85f85/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Microsoft Dynamics 365 fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/QlV3gitBnFStAq6uU7sLs/5b1836dc3888b75c1e6d827850db310b/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

You can custom map your Microsoft Dynamics 365 Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible 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/1C36efxvVHD4Jj6hivmy9J/60d775b9fdc632a0e2c59c33dc6a31de/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no MS Dynamics 365 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. Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement and a...

MS Dynamics 365

<Embed src=" https://www.youtube.com/watch?v=04xRku0dQcs"/>

The field mappings allow you to decide which contact data should be synced for each contact. Every connection comes equipped with a predefined list of mapped contact fields, which we call the "[Default Field Mapping](/help/features/new-default-field-mapping/)". This a list of the default contact fields that PieSync was already able to map. 

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. This is what we will discuss in this article. Any user-created mapping is also often referred to as the "**Custom (Field) Mapping"**.  

_Below you see an example of the field mapping between Pipedrive and ActiveCampaign. Of course, the list of default mapped fields is dependant on the apps you have connected and which (custom) fields you have available on both sides._

![](//images.ctfassets.net/f2ysq090txql/46XBGtEPZpRT2zCS9hrBjM/5fa119e33488e4d9bc769aac35a00717/screenshot-2019-05-15-at-21-20-17.png)

<TipBox>If you've just added a field in your app and it hasn't popped-up yet in the dropdown, then just press 'refresh field list' in the bottom right corner</TipBox>

### Changing the Default Field Mapping

As the default field mapping is a predefined list of mappings, some of the field mappings might not suit your use case. In that case, you are able to change that field mapping by:

1.  Disabling the mapping by setting the toggle to 'off'
2.  Adding a field mapping and selecting the two fields you want to connect instead.

_In the example below we wanted to remap the default mapping for 'Phone' <=> 'Work Phone' to 'Phone' <=> 'Home Phone' and 'Mailing Address' <=> 'Work Address' to 'Mailing Address' <=> 'Home Address':_

![](//images.ctfassets.net/f2ysq090txql/2qEbpfOnUAlYQnHoVw2qqn/49bff488ae2d340fe61e992de9f92711/screenshot-2019-07-12-at-15-33-15.png)

### Adding Custom Mappings

To add your own field mapping, simply click 'Add field mapping' below the Default Field Mapping. 

By default the custom mappings will sync in the direction you have set up in the configuration of your connection, so this could be either two-way or one-way. However, you are often able to change the sync direction of your custom field mappings.  

![](//images.ctfassets.net/f2ysq090txql/5mEsmPqVaLrsussQY8ZPNv/1be51718034ccba7380ddcd3eef52607/screenshot-2019-05-15-at-21-24-51.png)

### Custom mapping restrictions

[We've created an in-dept article to provide more information on this. ](https://www.piesync.com/help/faq/why-cant-i-custom-map-my-custom-fields-greyed-out/)



<TipBox>**Don’t forget to read our [Blog Post](http://blog.piesync.com/custom-fields/) about our Customizable Field Mapping feature!** </TipBox>

  The field mappings allow you to decide which contact data should be synced for each contact. Every connection comes equipped with a predefined list of mapped contact fields, which we call the "Default Field Mapping". This a list of the default c...

Customizable Field Mapping

kw logo

KWCommand

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.

<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>

**KWCommand** 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 Willliams agent and their team must accomplish during any given day.

## Keller Williams use cases

Sync KWCommand with other **CRM's**

<Embed src="https://www.youtube.com/embed/dSA7Jz5aVKs?feature=oembed" />

Sync KWCommand with **marketing platforms**

<Embed src="https://www.youtube.com/embed/3Hwrva3taCw?feature=oembed" />

Sync KWCommand with **your phone**

<Embed src="https://www.youtube.com/embed/X4_qmmT79sM?feature=oembed" />

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

## Supported KWCommand Integrations

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

## Authorizing KW Command

To authorize KW Command, just go to KW Command settings & choose for PieSync. A PieSync account connected to your KW Command account will open automatically. Only if you are authorizing KW Command out of an existing PieSync account, we require your username and password.

![](//images.ctfassets.net/f2ysq090txql/2aUTokSLUGwysSLwxwrf8O/fc5c32da3c24a502b8a054f77cecf788/screen-shot-2019-02-11-at-10-17-10.png)

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

![](//images.ctfassets.net/f2ysq090txql/7n0PkfTKfKGUq7AeAIPVrh/4c5bd9425e566a71e4eb977a19af3c7c/screen-shot-2019-02-11-at-10-19-42.png)

## \[IF\] Supported Conditions/Filters

*   has Tag
*   Notes
*   Preferred Method of Contact
*   Stage
*   ...
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/5Xw4mG1mrMq91obthDSEra/73f7a96ad507f259c0afd68932f7b2ac/screen-shot-2019-02-11-at-10-20-07.png)

## \[THEN\] Supported Actions

*   Add Tag / Remove Tag
*   Update Notes
*   Update Preferred Method of Contact
*   ...
*   Updating field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/7oy0WLtPyaaQTPP2RcLlog/98e0cc15c6a009fa39996f56954b8e3c/screen-shot-2019-02-11-at-10-20-25.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/l3CYEINv8c0bMQ7JaJKRW/018b429a1731bf80828044a9261e1adf/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>

<WarningBox>Please note if the address mapping of a contact does not have the fields "street", "number" and "city" filled out, the address will not sync.</WarningBox>

## Customizable Field Mapping

You can custom map your KWCommand 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/7m6blJNXOK4QGM2mCMIbAI/149807aedf44d25ecefb9f205ebb094a/screen-shot-2019-02-11-at-10-26-49.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no KWCommand 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>

## Start Syncing

![](//images.ctfassets.net/f2ysq090txql/3nQhYJUmRlclrJ569OtsZG/b33520f099584b1dc75e38e3508981a2/screen-shot-2019-02-11-at-10-36-29.png)

Hit the "start syncing now" button once you have finalized your configuration. PieSync will first scan all your contacts in both applications, even if you only choose to sync a subset. This initial scan is necessary to [avoid duplicates](/help/features/avoid-duplicates/). After this scan, the synchronization will start! If you have a lot of contacts, this can take a bit longer. 

Have a look at the [PieSync dashboard](/help/features/pie-sync-dashboard-logging/) for an overview of your syncing activity. 

<WarningBox>Is your connection active but not showing activity feed, have a look at your [troubleshooting](/help/faq/troubleshooting/) to make sure everything is correctly set up.</WarningBox>

<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?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  KWCommand allows you to optimize, manage, and run your real estate business with unprecedented ...

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