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 out why.
Where can I find Health?
You can access Health directly through your Activity feed for every connection by clicking on the button 'Check out the beta now!'
What can I see on my Health page?
Below you'll find a screenshot of the Health page with an explanation of what each part is telling you.
Health is not to be confused with the ‘Activity Feed’ you get on the Dashboard. In the future Health will replace the 'Activity Feed’.
1. Contacts in Sync
Here you will find all the contacts that PieSync is currently keeping in sync between your two apps. Contacts are kept in sync for as long as they match the rules in your configuration. Once they don't meet those rules anymore, they will transfer from the "in sync" list to the "excluded contacts" list (2). Contacts that are kept in sync can be identified by the blue encircled check mark.
A contact in sync means an active mapping exists between the contact records in each app. This allows PieSync to keep the contact up to date at all times.
2. Contacts excluded from the sync
When a contact is excluded from the sync, it means that it doesn't match the connection rules and is as such being ignored by PieSync. If you find a contact in this list and you expected it to sync, you will either have to change the rules or change some settings. Possibly a filter (IF-clause) is too restrictive or if the contact does not have an email address, it could be related to the Avoid Duplicates setting. This setting will prevent any contact that does not have an email address from being synced. Excluded contacts can be identified through the grey ban sign.
3. Duplicate Contacts
Just like the excluded contacts, this list is also made up of contacts that are being ignored or excluded by PieSync. PieSync has a built-in duplicate prevention system which identifies duplicate contacts through the email address. If PieSync finds two contacts with the same email address in the same app, it will consider the second one it encounters a duplicate. As such it's advised to clean up your duplicates before activating the sync. Duplicate contacts can be recognised by the grey encircled double item sign.
4.Summary of Performed Actions
This table gives you an overview of the amount of creations and updates PieSync has performed in the past seven days. When you have just set up your sync, it will be displayed as 'today' instead. The summary is segmented per app and by clicking on it you will get a list of the specific contacts that were created or updated.
5.Summary of Failure Reasons
Unfortunately it sometimes happens that a contact doesn't want to be synced. This table will provide you with a list of all the sync failure reasons PieSync has encountered for this connection. The most common failure reasons will be on top and by clicking each failure reason, you gain access to a list of all the affected contacts.
Syncing failure might occur because of various reasons: For example, it's common practice for an app to have certain required fields when creating new contacts. In most cases requirements are fields like 'first name' or 'email address'. When PieSync is trying to sync contacts from app A to app B, but in app A a certain contact lacks values in one of the required fields, these contacts will be rejected by app B. In this case, they will be listed in the "failing to sync" section. The failure may not always be linked to app requirements. It can also be caused by other issues, but Health should always provide you with a failure reason. The "failing to sync" section can be recognised by the red warning (!) sign.
More info on syncing failures and how to fix them can be found right here.
6. Search Bar
The search bar allows you to type in and look for the sync status of each contact in your apps. It will search on name, email address or your app's contact ID. The result will be a list of all contacts that meet the search parameters. On the right hand side you'll find whether the contact is syncing, failing, excluded or a duplicate.
7. Activity Timeline
The Activity Timeline gives you a brief chronological overview of the latest contacts PieSync has processed. It will not only show the contacts that it has kept in sync, but also those that it hasn't. The symbols next to each contact correspond directly with the four lists mentioned above: 1) In Sync, 2) Excluded, 3) Duplicates and 5) Failing to sync. On the top you'll find the most recent ones.
HubSpot Academy Lesson
Watch a HubSpot Academy lesson on this feature. HubSpot account required.
If anything is unclear about Health or about the results that it shows, be sure to reach out to firstname.lastname@example.org!