FAQ
Get personalized help for all kinds of errors as well as unexpected behavior in your syncs
What's the difference between PieSync and Zapier?
It just works Does exactly what it says on the tin Means we also don t have to waste Zaps from Zapier on just doing syncs and can save them for more complex tasks Quote by Cam M about PieSync When should you use PieSync when should you…
Frans LeysPrepare your phone contacts to remote control your apps
1 Export contacts from your various accounts this could serve as your backup should you make a mistake in cleaning contacts 2 Turn off or pause any existing integrations in parallel PieSync Zapier Fullcontact etc Leaving syncs on will int…
Frans LeysWhy should I upgrade to a Pro/Medium Plan?
The Pro Medium Plan allow for a more customized and intelligent sync 1 Custom Mappings Including Custom Fields 2 Adding more than two rules in one connection Unlimited Rules 3 Share your increased contact count and connection count li…
Jonas RasschaertWhy can my fields only be mapped one-way?
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 all…
Wout De GeyterTroubleshooting - My contacts are not syncing
Why are my contacts not syncing Why is my sync not working Why am I seeing duplicates These are questions you might have if you see anything unusual happen with your contacts or sync s and you re wondering why Our troubleshooting tips below c…
Jonas RasschaertCan I sync Company/Account information?
How to sync Company or Account information 1 When setting up a new connection we distinguish 4 steps The third step allows you to choose your contact type 2 You are able to select the Companies entity on both sides eg Zendesk Sell …
Jonas RasschaertWhy can't I custom map my (custom) fields [greyed out]?
1 Each field can only be mapped once 2 Fields in a custom mapping must be of the same or a similar type You can t sync a numeric field to a date field for example When selecting fields in a custom mapping the list on the other side will only …
Jonas RasschaertHow does PieSync calculate the total contact count?
Below you find an example this user has the same ConnectWise Manage synced to 2 different apps Some contacts might be syncing in these 2 connections There s a 3rd connection too We sum up all the contacts in each individual connection to get the …
Jonas RasschaertHow do you delete a connection?
It can happen that you created a connection but want to delete it because you want to decrease the contact count the connection has become obsolete it was just a test The steps to delete a connection 1 Go to My Connections to…
Pim LigthartMy contacts have multiple email addresses, which one is used to match?
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 co…
Jonas RasschaertI couldn't find my answer, how can I get support?
In case you couldn t find the answer in our knowledge base feel free to reach out via email at support piesync com or chat with us live You can see the live chat option on the PieSync website or PieSync dashboard when you re logged in We love to h…
Jonas RasschaertHow much time does it take to sync?
You ve just pressed the Start Syncing Now button but at first glance it appears that nothing is happening Or did you just add or update a contact but the changes haven t yet been synced to the other app If you ve just activated PieSync or if …
Jan BogaertCan I sync custom fields?
YES If we support custom fields for the apps you have connected you can map them via custom mappings More information on custom mappings here
Jonas RasschaertCan I also sync Leads?
When setting up a new connection we distinguish 4 steps After selecting your preferred apps and finalizing the authorization process you re able to select the contact type you wish to keep in sync For both applications you can choose w…
Jonas RasschaertHow long does it take to sync contacts or updates?
Activating the sync for the first time If you set up a new connection and start syncing for the first time then it can take a while before all the contacts are synced in between the two apps The syncing time depends on which apps you are using and …
Pim LigthartHow can I close/delete my account?
PieSync does not store any of your contact data therefore we don t delete your account fully This way it s easy to reactivate at a later date after your trial expired or you canceled your account Reach out to support piesync com if you do want …
Jonas RasschaertHow do I cancel my account?
You can cancel your trial or paid account at any time at the bottom of your billing page 1 If you cancel your account during trial you won t be able to finish the 14 day period 2 If you cancel your paid account it will remain active…
Jonas RasschaertWhich apps does PieSync support?
We re constantly adding new apps To see which apps we currently support and which ones are in the pipeline check out our connections page If the application you are looking for is not on our connections page then you can always request an appli…
Jonas RasschaertDoes PieSync have an API?
No PieSync doesn t support a public API yet If you re interested in adding your application to our growing library of integrated apps reach out to the Partner Team here If you want PieSync to support your favourite apps just reach out to suppor…
Aron GosselinWhy PieSync's contact count might be lower than you expect
You re slightly panicking Why is the contact count that PieSync is showing not the same as the amount of contacts that you have in your app It s always possible that PieSync isn t syncing all your contacts Let s go over some of the most frequent…
Jan BogaertSyncing company related information on the contact level.
What exactly does this mean PieSync is able to expose Company related fields when syncing Contacts Let s have a look at the example below The orange section shows the Contact record together with its Contact fields The green section show…
Jonas RasschaertWhat is a connection?
A connection is any pair of apps you link up to sync contact data A connection may sync contacts 2 way or 1 way Some important side notes As you need to allow PieSync to sync across your contact data i e by authorizing it to log into you…
Jonas RasschaertCan I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?
In short no PieSync currently syncs data stored on CONTACTS or COMPANIES only Syncing Deals Tasks Invoices Opportunities is not yet available as these are different objects entities from a syncing perspective We re working on this tho…
Jonas RasschaertCan I sync tags?
The ability to synchronize tags through custom mappings is possible for the applications below We distinguish between a one way and two way sync direction In the coming months we are progressively adding more applications The following applicati…
Jonas RasschaertHow are contacts matched between two apps?
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 regardle…
Jonas RasschaertWhat are the Different Sync States on the Dashboard?
You just made the perfect configuration And you are ready to start syncing all that contact data You close your eyes and press the button Suddenly you ve been redirected to another page It appears to be some kind of dashboard Nothing seems to be…
Jan BogaertCan I share a connection?
By default it s not possible that an admin or regular user can share a connection with another team member However if you really want to share connections in between team members then we can arrange that for you Basically we merge two team users s…
Pim LigthartWhy prefer PieSync over other (native/free) integrations?
A few considerations to take in reference to some of the free native other 3rd party integrations out there 1 Is it a full 2 way sync Put differently is it capable of syncing your entire history of contacts and not just trigger one time updat…
Jonas RasschaertHow can I sync the Contact Owner/Source fields?
Yes you can However as you ve probably noticed this field may not be available in the Field Mapping like any other field Instead you will have to map this field in the connection Rules See below on how to do so with contact owners On this i…
Jan BogaertDoes PieSync Sync Deletions?
No we do not PieSync will never delete any contacts on your behalf This is mainly a safety measure on our end to avoid our users from wiping out parts of their databases completely cross connections in multiple apps in just mere seconds whe…
Jan BogaertWhy PieSync's contact count might be higher than you expect
Seeing a higher contact count than you thought you might have Here are some possible reasons why 1 Did you disable some rules or delete a connection Even though PieSync syncs contacts in real time the contact counter is only every hour If…
Jan BogaertWhat happens when you Pause, Save or Resume a connection?
Pim LigthartPiesync and GDPR
Is Piesync GDPR compliant The EU General Data Protection Regulation GDPR privacy law has become enforceable on May 25th 2018 The key articles of the GDPR as well as information on its business impact can be found throughout this site One of…
Frans LeysWhat is the PieSync definition of a contact?
A contact is simply any one being kept in sync whether there are any recent updates edits to it or not In other words in theory this could be your entire address book or at least those contacts carrying an email address or just the specific s…
Jonas RasschaertHow can I access the PieSync platform?
PieSync doesn t work with a password anymore Alternatively you now have 2 options to log in 1 Reproduce a code Fill in the email address you used to create your PieSync account and we will send you an email with a One Time Password OTP and …
Jonas RasschaertWhy am I seeing "Authentication failed"?
In this case the connected app is denying access to PieSync because of any number of reasons A time out after a prolonged period of inactivity The account s password was changed The account no longer exists or had its changed The ac…
Jonas RasschaertWhy am I getting a large number of duplicates?
Uh oh That s not supposed to happen PieSync must be wrongly configured or be in conflict with another integration We understand your pain Reach out to support piesync com now and let us help you find the cause and resolution
Jonas RasschaertHow come I am getting a small amount of duplicates?
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…
Jonas RasschaertCan I sync my contacts' avatars?
Unfortunately no PieSync currently only syncs contact fields so no binary data such as pictures or other attached files of any kind
Jonas RasschaertCan I use PieSync to clean my contacts too?
No PieSync keeps your contacts in sync two way and in real time We use the email address as the identifier to determine if a contact needs to be matched and kept in sync between two applications PieSync will do everything it can in the back end …
Jonas RasschaertWhy does it take so long to see the first contacts appear?
Running a sync for the first time can sometimes take a while In case you have a lot of contacts in your applications the initial sync will take a bit longer even if you configured PieSync only to sync a subset of your contacts During the …
Jonas RasschaertWhich payment methods does PieSync accept?
If you want to become a PieSync customer great but want to know which payment methods we accepts then look no further Since we use Stripe as our payment service we only accept credit cards and American Express as payment options
Pim LigthartWhere can I find PieSync Testimonials?
1 Reviews page 2 Case Studies 3 GetApp com 4 Capterra 5 Google Apps Marketplace 6 G2Crowd
Jonas RasschaertPieSync Technical Deep-Dive
What is PieSync s sync time from the moment there is a trigger from Connector A to see the change reflected inside of Connector B e g a field being updated in MS Dynamics CRM to be synced back to HubSpot CRM Once a connector is set up PieSync …
Aron Gosselin