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Health Dashboard

Jan Bogaert

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?

You can access Health directly on the top right of your configuration page.

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What can I see on Health?

Below you'll find a screenshot of the Health dashboard with an explanation of what each part is telling you.

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.

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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 the contact isn't supposed to be in sync. This does not indicate an issue, because it can often be resolved quite easily. Here is why contacts can be excluded:

  1. The contact does not match any of your connection rules. This is very straightforward: if a contact does not match any of your rules, it should not be kept in sync.

  2. The contact has no email address. A contact might match your rules, but not have an email address and end up in this list. This is because by default PieSync will not sync contacts if they do not have an email address. You can disable this mechanic by unchecking the Avoid Duplicates setting of your connection. Please be aware of the risks involved in doing so.

3. Duplicate Contacts

Just like the excluded contacts, this list is also made up of contacts that are being ignored or excluded by PieSync. However, in contrast to the previous list, this time they are blocked by PieSync's built-in duplicate prevention system.

If PieSync finds two contacts with the same email address in the same database, it will consider the second one it encounters a duplicate. As such it's highly 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. 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 cannot be synced. This table will provide you with a list of all the reasons why contacts might have failed to sync. You can click on each failure reason to get a list of all the affected contacts it has affected.

Syncing failures might occur because of various reasons. A contact might fail because of an issue with PieSync, but mostly contacts fail because of one of the apps not accepting them due to the contact not fulfilling certain requirements or validations.

The failure reason that is displayed in Health often comes directly from the app, which is why it might look like a line of code and be rather confusing. If you aren't able to make sense if the failure reason, do not hesitate to our support team for clarification.

The "failing to sync" section can be recognised by the red warning (!) sign.

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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.

Interesting quirks and features

  • When you have a one-way sync set up (App A > App B), Health will only show contacts that are in App A and App B. Contacts that only exist in App B will not be exposed as this data does not contribute to the reporting.

  • The counters you find in the Health dashboard are not 100% accurate (yet). So the number of contacts kept in sync shown in the beta might be slightly different from what you will find elsewhere in the app.

  • In the case that your connection is locked because it is waiting for another connection to finish up, you will see exactly which other connection is currently syncing as shown below:

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HubSpot Academy Lesson

Watch a HubSpot Academy lesson on this feature. To watch this you are required to have a HubSpot account.

health academy

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If anything is unclear about Health or about the results that it shows, be sure to reach out to support@piesync.com!

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