Getting started with PieSync
Step 1: Choosing your apps
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. After you select the first app, you immediately proceed to select the second app. We will connect to these apps in a second step.
We add new apps every week!
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. If it is the first time using PieSync, you will need to authorize both apps, one after the other.
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.
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
This step will only appear if the applicable app has Leads available.
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?).
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.
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, you can choose to add a filter and add actions to syncs.
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. 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.
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 - possibly hard-coded by default
- handy ways to have PieSync SYNC DELETIONS or SYNC UNSUBSCRIBES across datasets
- you should CHOOSE YOUR 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', especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.
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 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, 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.
Custom Mappings are available from the Pro Plan onward. More information on why you should upgrade to a Pro Plan HERE.
4.5) Start syncing!
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 Health Dashboard
Once the connection is running, the health dashboard will be your real-time view into PieSync's operations. It provides insight into:
- Contacts in Sync
- Contacts excluded from the sync
- Duplicate Contacts
- Summary of Performed Actions
- Summary of Failure Reasons
- Activity Timeline
Optional: Want to become an expert in PieSync?
Follow Frans & Jan along a one hour deep-dive on all things PieSync on the HubSpot Academy.