OutboundEngine and iCloud
If you're new to PieSync, this guide will you get started with the essentials.
When you sync OutboundEngine with iCloud, you can customize the following three elements to your sync.
- Sync direction
- Connection rules
- Connection settings
- Field mappings
When authorizing iCloud, we need your iCloud username (email address) and an App-specific Password (single-use passwords generated by Apple).
Instead of using your login password, we require an app-specific password. This is a password generated by apple that you can only use once. So let met explain you how you can do this.
1. Make sure to have two factor authentication enabled. More info here.
2. Once you've enabled two factor authentication. Login into appleID.apple.com
3. Under the security section, you can generate an app-specific password. More info here.
If you already authorized iCloud account(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Learn how to authorize OutboundEngine here.
Start by choosing the direction of your sync. You can consider three different settings.
- Most agents opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move from OutboundEngine into iCloud as well as the other way round.
- You could choose for a strict one-way sync from iCloud into OutboundEngine. You could for instance only sync certain iCloud contacts into OutboundEngine in a certain way. And you don't want OutboundEngine to be touching your iCloud contacts ever.
- Of course, there's the opposite way too. Through PieSync you define which data can move into iCloud. We will cover more possible filters in the next part on Rules.
On to the connection rules. These define which contacts are in the scope of the sync. In a secondary use case, rules are capable of translating OutboundEngine states into iCloud states or vice versa. Rules come with filters and actions.
With this setup, PieSync would create in iCloud any newly created OutboundEngine contacts (1), as well as in fact create any existing OutboundEngine contacts (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems.
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.
Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications.
Default field mappings
The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that most of these are automatically set for all basic contact fields that OutboundEngine & iCloud share by default.
Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.
Customizable field mappings
Field mapping also includes ability to custom map both text fields as well as date & checkboxes fields. This is fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.
PieSync syncs more than just iCloud
Being able to sync OutboundEngine with iCloud aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations.
That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a CRM, a VOIP system, or even another dedicated marketing platform.
PieSync is not only a turnkey solution to sync OutboundEngine and iCloud exclusively. In fact, it solves a data problem that goes beyond these two apps. On average, users tend to connect 3-4 applications all through PieSync.