- PieSync Help Center
- Getting started
Getting started
The essentials of setting up a two-way or one-way sync between your apps.
Getting started with PieSync
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.
Frans LeysCustomizable Field Mapping
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 sett…
Jonas RasschaertConnection Rules: IF/THEN
Jonas RasschaertFilters and Actions - IF/THEN Rules
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 informat…
Jonas RasschaertAvoid Duplicates
When enabled what happens during the initial sync When you have a contact in both applications prior to the sync with matching email address these will stay in sync once your sync is active The sync or binding we establish during the in…
Jonas RasschaertSyncing Deletions
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 when a manual error i…
Jonas RasschaertHealth (beta)
The Health feature which is currently still in beta allows you to monitor the syncing status of all the contacts for a specific connection You can find out exactly which contacts are syncing and which aren t including an error message to figure…
Jan BogaertSync Direction
Jonas RasschaertDefault Field Mapping
The following example shows a use case where the default Phone mapping is disabled and used to sync towards another field via the custom mappings Example of a contact with multiple values In this case the work email address is the first value…
Jonas RasschaertSyncing Unsubscribes
How does this work When you have this feature enabled in the dashboard PieSync detects your unsubscribes on one side of your sync and adds a tag folder list group app dependent on the other side of the sync named PieSync Unsubscribes You …
Jonas RasschaertWhen a field's value is different (conflict management)
2 Very rare When a contact in sync is being updated in both apps at the same time In the rare occasion that the field of the same contact is being altered from both apps at the exact same time PieSync will encounter a conflict In this case PieS…
Frans LeysAuthorize 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 need to do this for both apps While the screen…
Jonas RasschaertMy Contacts
ADDITIONALLY SYNC YOUR CONTACTS TO MY CONTACTS When you have a connection setup with Google Contacts you can additionally sync your contacts to the Google Contacts group My Contacts This feature is especially useful for iPhone users as your i…
Jonas RasschaertChoosing your apps
In setting up a sync connection you first choose the two apps that contain the contact 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 …
Jonas RasschaertHow do toggles work?
Mapping Toggles If you set up a connection then you will always have the possibility to toggle your Mappings on the right hand side By Default they will all be toggled on The screenshot below indicates a regular connection with the Mappings all t…
Pim LigthartPieSync Dashboard/Logging
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 in new contacts being created from your first app to your second app that …
Jonas RasschaertHealth: Failing to sync
How does a contact end up in the failed to sync section It s very common for applications to have required fields upon adding new contacts When PieSync is trying to sync a contact from app A to app B but in app A it lacks certain values that a…
Jonas Rasschaert