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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
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...
Jonas RasschaertConnection Rules: IF/THEN
With the IF/THEN rules you can dictate which contacts need to sync. Henceforth, we shall refer to these IF/THEN sentences as rules. By default PieSync will set you up with a two-way and all-to-all sync, which consists of a rule for each app with...
Jonas RasschaertAvoid Duplicates
How does this work? When Avoid Duplicates is enabled in the dashboard, PieSync only syncs contacts that have an email address. The email address is the field we match your contacts on between your two databases/apps. OPTIONAL - ENABLED When enab...
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 erro...
Jonas RasschaertSync Direction
Choose to sync two-way or one-way In the dashboard of your connection, you are able to choose the direction of your sync. In case you want to keep your contacts tightly in sync between two apps, we recommend a two-way sync. Any change or update ...
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'. Y...
Jonas RasschaertWhen a field's value is different (conflict management)
In the connection settings you have the option to choose a winning app. It looks something like this: We need you to choose the 'winning app', because in the rare occasion that PieSync does encounter a conflict, it needs to know how to act. Chan...
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 sc...
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 proce...
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 al...
Mary BarbaHealth: 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 tha...
Jonas RasschaertHealth Dashboard
The Health feature allows you to monitor the syncing status of all contacts in a specific connection. You can find out exactly which contacts are syncing and which aren’t, including an error message to figure out why. Where can I find Health? Yo...
Jan BogaertDefault Field Mappings
Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync, usually fields such as name, phone or e...
Jonas RasschaertSyncing drop-down fields
Currently, it is not possible to synchronize two drop-down fields via our Custom mappings feature. this also applies to radio buttons and check box fields. Each value within a drop-down field (or a radio button/check box field) is predefined. ...
Jonas RasschaertIncompatible Field Mapping
When setting up custom mappings, you sometimes might bump into the following message: Field X is not compatible with field Y. TLDR; This means that because of a technical reason, PieSync is unable to map these two fields to each other. In this...
Jan BogaertHow do the IF/THEN rules work?
The IF/THEN rules can seem daunting at first. Understanding how they work and what they do is probably one of the more important parts of setting up a connection, but arguably also one of the more difficult parts. So in this article we’ll talk you...
Jan Bogaert