iContact is an award winning email marketing app, that allows you to create, send, segment and track emails, backed by a strong customer support team. iContact makes it easy for SMEs to choose from their collection of results-orientated features to suit any budget. 


icontact

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Vtiger CRM

<Embed src="https://www.youtube.com/embed/mwH6sLjgIVg/" />  

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! 

*   If your iPhone contacts are stored in iCloud, you can choose to [sync your contacts from iCloud directly to many of PieSync's other supported apps](http://www.piesync.com/icloud/).
*   If you're not using iCloud, you should consider moving your contacts to a cloud service, as only then will PieSync work.

**But even if your contacts are currently stored in iCloud**, and [PieSync supports iCloud](http://www.piesync.com/icloud/), you may want to make sure your iPhone uses Google Contacts instead, especially if the rest of your business runs on Google apps.

## Managing multiple contact lists on an iPhone

A quick way to find out which contacts are currently loaded up on your iPhone, is by going inside the **Contacts app**, or the **Phone app** of your iPhone.

By tapping the **Groups** icon on the top left, you'll understand that an iPhone is capable of visibly merging different databases into one single contact list.

While in some cases it is handy to have your iPhone consolidate contact lists, in most cases it actually leads to **confusion.** Because everything is neatly merged, there is no easy way to recognize in which cloud database a specific contact is being stored.![](//images.ctfassets.net/f2ysq090txql/3R930qCIp77bn5CBEqOTug/e4937fa14b75e0b5e8fda7df552698f1/image.gif)

  
<InfoBox>Where is your mom's contact stored? Is it in iCloud? Google Contacts? Your SIM card? Worse yet, is it in all three of them simultaneously? Your iPhone actually dedupes them & merges identical contacts visually!  
  
The idea is ultimately that your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com) or [icloud.com/contacts](https://www.icloud.com/contacts) respectively to see & manage these lists.</InfoBox>

## Where are your contacts stored?

So how does your iPhone manage contacts? This help article can't possibly cover all possible scenarios, but here's how you can easily find out how your iPhone is setup currently.  
  
Go to **Settings -> Contacts -> Accounts** to find out which services are allowed to manage/add contacts on your phone. In the example shown to the left, there are three accounts moving contacts into this iPhone:  

1.  iCloud
2.  Personal gmail.com
3.  G-suite-domain

It's very likely you will see something different on your phone: you may or may not have iCloud, you could have an [Outlook](http://www.piesync.com/outlook-office365/) account, and so on.

![](//images.ctfassets.net/f2ysq090txql/4dGQCrcQjhwMJIrw3KAawL/d3544012e3d0b59539ad6b96943bd33b/image.gif)

<InfoBox>**Did you know?** Connecting a Google account to an iPhone will **import** your Google Contacts. However, the contacts that you had on your phone before **are not moved to Google**. They remain stored on iCloud or on your phone! Follow these instructions to back up those contacts to Google.</InfoBox>

The next steps will help you consolidate your contacts into Google's ecosystem instead. **Wherever your contacts are,** with the [**Google Drive app**](https://itunes.apple.com/be/app/google-drive-secure-online-file-storage/id507874739), you can push your Contacts data from your iCloud or those that are locally stored  to the Google Drive and into Google Contacts.

## Move your iPhone Contacts to Google Contacts with the Google Drive app

1. [Download Google Drive](https://drive.app.goo.gl/?link=https://drive.google.com/_/backup/ios&ibi=com.google.Drive&ius=googledrive&isi=507874739) to your iPhone and sign in with your Google account. If you don’t have a Google Account, you can create one when you sign-in to Google Drive. Already have Google Drive? Make sure it’s up to date.  

![Install Google Drive Google Contacts iPhone](//images.ctfassets.net/f2ysq090txql/6q1Oh3EUTKzpAGTWVZEGEB/d5c95a281c8ee1566fda9cd877aaaaa7/image.jpeg)

2. Now it’s time to backup your content. Open Google Drive and go to the backup wizard in Menu > Settings > Backup. You can select which content you want to backup or simply backup everything. Then hit “Start”.

3. Sign-in to your Google Account on your iPhone.  

![](//images.ctfassets.net/f2ysq090txql/6jkNFu6BAaqQcxVkxn2jpi/fea21e5327c83dfab643d375e4aacbdd/image.jpeg)

4. Go to your iPhone settings and **make sure your default account is the selected** **Gmail account**.This ensures that new contacts are added to Google Contacts and can then be synced to your cloud apps such as your CRM.

<InfoBox>Don't forget to set up the "Default account" to be Google! Merely connecting a Google account isn't sufficient, you also need to make sure new contacts you create on your phone are immediately created inside Google via this setting.</InfoBox>

<Embed src="https://www.youtube.com/embed/VlMm4q1wIn0/" />


Where are your contacts stored   So how does your iPhone manage contacts  This help article can t possibly cover all possible scenarios  but here s how you can easily find out how your iPhone is setup currently       Go to Settings    Contacts    Acc…

Want to learn more?

Setting up your iPhone to sync with Google Contacts

### Why are my contacts not syncing? Why is my sync not working? Why am I seeing duplicates?

These are questions you might have if you see anything unusual happen with your contacts or sync(s) and you're wondering 'why?' Our troubleshooting tips below can provide an answer to questions about commonly encountered events and might help you fix them. 

<InfoBox>_If troubleshooting does not clarify your experience, we require temporary access to your app-data to investigate why your contacts are not syncing. Email support@piesync.com & provide the email address of one or two contacts that aren't syncing correctly._</InfoBox>

<TipBox>We're working hard on the PieSync Health Dashboard, this is on our 2019 roadmap and will make the below-described troubleshooting more transparent.</TipBox>

## 1\. Do your contacts have an email address? Is [_Avoid Duplicates_](/help/features/avoid-duplicates/) enabled? 

The algorithm of PieSync is based on the allocation of an existing email address. **Contacts will only be synced if an email address is included**.  With some applications this setting is mandatory, with others you're able to determine yourself. When mandatory, you can always contact us, we just want to make sure you are aware of possible implications before doing so. 

![](//images.ctfassets.net/f2ysq090txql/7x6rwssht5hF7B7SKf0D4X/aff2aa9c6c64a889d04fd9ed61b54a07/screen-shot-2017-11-03-at-14-55-36.png)

![](//images.ctfassets.net/f2ysq090txql/3TyOE6g50RnxCe3G7yOVAm/8c73d094d1cac2bb35f4f700cc6f258f/screen-shot-2017-11-10-at-10-34-45.png)

## 2. Are your contacts part of the rules (IF/THEN) you have configured?

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](/help/features/multiple-rules/), you can choose to add a filter, and add actions to syncs. 

**It’s crucial to know the distinction between adding additional filters (IF) within a rule (AND) or creating a completely new rule per filter (IF).**

For each filter you add within a rule, you establish an extra **requirement**. A contact will only be synced when it fulfills **ALL** of the requirements. In the example below, a contact needs to have the status "Subscribed" **and** "Cleaned" **and** "Pending" in order for it to be synced.

![](//images.ctfassets.net/f2ysq090txql/5vyxyQhlttGlTXiC8saM3z/12b710313d7c152989615815fadb720f/shot-2.png)

Creating separate rules for each filter allows you to sync contacts that are in **ANY** of the filters (IF) you choose rather than having to be present in **ALL** before it will sync. 

![](//images.ctfassets.net/f2ysq090txql/5WvhkgaiTMPJ3TgUqZIY1S/d5e82e92ade83788e7b2640bf2347cf9/shot-1.png)

<WarningBox>Disclaimer: This is a fabricated example, solely used for educational purposes.</WarningBox>

## 3. Does PieSync still have access to your app-accounts? _(Access Revoked/Authentication Failed)_?

Due to long inactivity, changes in your login details or changes in the API restrictions, it might happen that PieSync loses access to your applications. 

Rauthenticate your account via the **red banner**, visible on your configuration page. 

1.  Log in on the [**PieSync platform**](https://app.piesync.com/signin)
2.  Click the **"connections" tab** and access your connection
3.  Click the **configuration** button at the top right of the page.

<InfoBox>More information about _(re-)authorisation_ can be found [here](/help/faq/why-am-i-seeing-authentication-failed/).</InfoBox>

## 4. Do your contacts meet the app-requirements?

Whether or not a contact is being kept in sync between two applications can also be dependent on the requirements of the applications itself. 

The example below shows a contact in _Capsule CRM_ which can only be created after providing a first or last name. Therefore, a contact will not be synced if this requirement is not met. Another example, for instance: a contact in HubSpot be created with only an email address. In a connection with Capsule, this contact will not be synced to Capsule until the first or last name is added there first. 

![](//images.ctfassets.net/f2ysq090txql/50tMU7ZgLZKtsLy7L4zjuA/64151c3a1e0f2ba0d98b4f9ddd6e5673/gif-2.gif)

<TipBox>Some applications have strict requirements such as e.g [EZ texting](/help/connector-apps/eztexting/), [Drip](/help/connector-apps/drip/),…</TipBox>

## 5. Am I trying to sync CONTACT/LEADS information?

We only sync **contact & leads** information. 

Depending on the apps you have connected, you might be looking for data that you believe to be part of the contacts in that app. However, it might actually be part of a different entity we don't sync (just) yet. In the example below, we only sync **People & Leads.**

![](//images.ctfassets.net/f2ysq090txql/d1LMgPyflYaAE4X6Zg6Yq/5fd83e02ee48257da8f5bb79762ff642/screen-shot-2017-11-10-at-15-09-04.png)

<TipBox>More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).</TipBox>

<TipBox>More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).</TipBox>

## 6. Is there a third party or native integration _in parallel with PieSync_ active?

Before activating PieSync, you want to make sure there is no other native or third-party integration **running in parallel**. Some applications come with their own integrations. Other/parallel integration(s) will also have access to your data and the ability to manipulate which could cause large numbers of duplicates & loops. That's why we ask you to use PieSync and nothing else to keep your data in sync between two apps. 

<InfoBox>A native integration differs tremendously from PieSync. More info can be found [here](/help/faq/why-prefer-pie-sync-over-other-native-free-integrations/).</InfoBox>

## 7. Did you make an adjustment to a field that is mapped?

It's important to check the default field mappings between a connection. If you update a contact field in application A and you notice it's not syncing to application B, this field might not be part of the default mappings. In some cases, this can be solved by adding a [custom field mapping](/help/features/new-customizable-field-mapping/).  

## 8. Case sensitivity

The screenshot below shows an example of a rule to create segmentation based on the Company Name.   

The value of these fields are **case sensitive**. This means that contacts with the allocated "**p**ie**s**ync" name in QuickBooks will **NOT** sync.   

![](//images.ctfassets.net/f2ysq090txql/5WbSGeLu6yaQWWl4dvgPJu/84c8ec88e477f72ec245975cdc5c2104/screen-shot-2018-09-13-at-15-45-59.png)

#### Make sure the distinction between upper-and-lower cases is correct!

## 9. Are you experiencing Duplicates? This might be why.

*   [I am experiencing a small number of duplicates](/help/faq/how-come-i-am-getting-a-small-amount-of-duplicates/)
*   [I am experiencing a large number of duplicates](/help/faq/why-am-i-getting-a-large-number-of-duplicates/)

## 10. Still experiencing issues? 

If the aforementioned topics are not helping, it's always possible to reach out to us. 

<InfoBox>For us to investigate this issue further, we would require temporary access to your app data. If this is ok for you, would you mind providing us with the ID (Copy URL when opening the contact) or email address of a contact that is not syncing? Please send us an email via **support@piesync.com**.</InfoBox>

Why are my contacts not syncing  Why is my sync not working  Why am I seeing duplicates   These are questions you might have if you see anything unusual happen with your contacts or sync s  and you re wondering  why   Our troubleshooting tips below c…

Get personalized help for all kinds of errors as well as unexpected behavior in your syncs

Troubleshooting - My contacts are not syncing

It is not possible to revert a sync executed by PieSync, yet certain apps take constant snapshots of the contact database, so even if you forgot to take a [backup of your data,](/help/want-to-learn-more/preparing-your-data/) you can still go back in time and restore the database you had.

<WarningBox>**ONLY FOLLOW THE INSTRUCTIONS BELOW IF YOUR SYNCS ARE TURNED OFF**</WarningBox>

### Google Contacts

1.  Turn off your active syncs - and remove the connection all together if you plan on setting up this connection again.
2.  Go to [Google Contacts](https://contacts.google.com), log into the right account, and hit **More > Undo Changes** on the left and choose to go back to an earlier point in time, nearest to setting up the sync.

![](//images.ctfassets.net/f2ysq090txql/3UgjfOAOYoK2VHY2lXw6sX/18aea85f13141c6c3cc7f8b64cfa70b0/image.png)

### Apple iCloud

1.  Turn off your active syncs - and remove the connection all together if you plan on setting up this connection again.
2.  Go to your [iCloud settings](https://www.icloud.com/#settings) and choose to restore contacts at the bottom of this page.

![](//images.ctfassets.net/f2ysq090txql/4EvvMr3Gyaf0PwK653Ama0/8290a6ac98fed1ee69bfd06eb0a27e7d/image.png)

### Contacts+

1.  Turn off your active syncs - and remove the connection all together if you plan on setting up this connection again.
2.  Go to your [settings](https://app.contactsplus.com/backups) and restore a backup.

![](//images.ctfassets.net/f2ysq090txql/6T7oHwSCefJb0LKpWqRhbB/662c3090253d4cd1584269129dce050a/image.png)

### Other apps - delete contacts _added_ through the sync

1.  Turn off your active syncs - and remove the connection all together if you plan on setting up this connection again.
2.  While not available in all apps - you should be able to run a query identifying contacts **created through PieSync**. Set up a filter through a timestamp approximating when you turned on the sync and delete the contacts.  
      
    The following example is from Pipedrive CRM, for a sync that was executed on 2nd September. A similar approach should be available for other CRM's too.
    
    ![](//images.ctfassets.net/f2ysq090txql/HVLrI7fnP4NhCQINp2NWZ/b19d9f63c05df81f99a2da7dd58bbfe2/image.png)
    

Note - this method is not fail proof. A query on "create time" will of course also identify false positives - contacts that were added but not by PieSync. Some CRM's allow you to filter on Source instead of timestamp, which is more accurate. Example - FollowUpBoss

![](//images.ctfassets.net/f2ysq090txql/3ajpgc8NefIa7ZWG8dX7A0/9dff0d77be8f907d32ed42a2de70a42f/image.png)

Unfortunately, neither method will identify contacts that already existed in your CRM, yet were modified by the sync.

It is not possible to revert a sync executed by PieSync  yet certain apps take constant snapshots of the contact database  so even if you forgot to take a backup of your data  you can still go back in time and restore the database you had      Google…

Reverting a contacts database

> Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact?

The fields you can choose to sync to your other app with are only those from **the contact level.** Data you store on the account is not to be found in the PieSync rules or mappings. (We're working on improving this)

![](//images.ctfassets.net/f2ysq090txql/6cZkxLGnW8QF1BuCDx53NF/44ed5f500a4365045b0e8f1c4aa0c83d/ky-us-6-xh-te-p.gif)

There's a workaround to this if you need this today. This is valid to sync data **from Salesforce to your other app** (continuously). You cannot expect this workaround to update fields on the other object in Salesforce. Possible scenarios?

*   you only want to sync contacts whereby the **Account is from a certain Type**
*   you want to sync contacts but they don't have a **billing address** stored, instead it is stored on the Account
*   if no phone number on the contact is available, then and only then **copy over a phone number from the account**

Here's what you'll need to do.

## Step 1: Create fields on the contact that will take in the account data

The overall principle of this workaround is that we will set up formula fields on the Contact object that replicate the Account fields that we need. Go to the [Salesforce object manager](https://help.salesforce.com/apex/HTViewHelpDoc?id=extend_click_find_objectmgmt_parent.htm) and update the contacts object. Hit 'New'.

![](//images.ctfassets.net/f2ysq090txql/M9SHXs8SDfhlss12LI1Px/76a4ec17ecec24e25275e8ece6d51829/image.png)

You need to make this a formula field. It's a formula since we will rely on Salesforce formula's to take in information from another related object and copy it on the contact record.

![](//images.ctfassets.net/f2ysq090txql/6EUEQUImJBipWkc7qO3ZfL/aca47f62da9f6e0193f1536a8c22734b/image.png)

Choose the format the field will take on the contact level. When in doubt? Choose text. From a Salesforce POV it doesn't really matter that much, since we won't actually make this field visible on the contact layout. But you do want to keep in mind what PieSync rule you'll construct out of this.

![](//images.ctfassets.net/f2ysq090txql/3Oet6FankIHBjCPwSwm5Em/4df57b22b01d99c5ed302387707e6ce8/image.png)

You also need to give it a label. I would suggest you name it something like "Account ...." for easy reference.

![](//images.ctfassets.net/f2ysq090txql/4uvbcGIp8g4EEkGnSHu8YM/c3b967f8c3ed3bb67abf95bae88daa9b/image.png)

Now we get to defining a formula which is easier than you may think. Hit "Insert field".

![](//images.ctfassets.net/f2ysq090txql/37ZYq5AqUV1Fk5WLL44tDF/7a4f0850751d091f8920a85d56adc460/image.png)

Browse to the field on the Account that you need. In this example, I'm taking the industry which is a value stored on Account. Hit next.

![](//images.ctfassets.net/f2ysq090txql/2pf0HHekATjI7qKBeVLZGR/1568758b46e0c45d2c3105e51ce7cb06/image.png)

When Salesforce returns an error like ... Picklist fields are only supported in certain functions, you will need to tweak your formula by prefixing your formula with TEXT and putting the field in between round brackets.

![](//images.ctfassets.net/f2ysq090txql/3cRCuiFsVpggi3PlBbOfD0/e842539c011c65c2741de4c7111de9c3/duu-0-eu-pqbx.gif)

Need to copy over address fields? Those are composite fields and you can spread them out over different lines with BR() codes. For instance, if you want to bring the billing address down the contact level too, copy this text _Account.BillingStreet & BR() & Account.BillingCity & BR() & Account.BillingState & BR() & Account.BillingPostalCode & BR() & Account.BillingCountry_

![](//images.ctfassets.net/f2ysq090txql/5HPem6694DnAV5IvIezfJ4/d43136b498c514b8b84cd99dc77935d3/x-0-r-9-n-9-c-zyh.gif)

You can get creative with formulas. When you know certain contacts don't have a phone number referenced, but their account does, you can create a **fallback number**. The following formula is what I have behind a field named "Fallback Phone". IF( ISBLANK(Phone), Account.Phone , Phone )

This formula first looks at whether a specific phone number for the contact is available, and only if it isn't, it goes and fetches the general phone on the account instead. This way, when you sync Salesforce contacts to Google Contacts, you are more likely to have a phone number referenced.

![](//images.ctfassets.net/f2ysq090txql/2WJJNp0Cq4i2KChpArVD66/bce38f99c874a64c3372474fddd2b081/image.png)

## Step 2: Create a process flow

PieSync's engine relies on an update of the "last modified timestamp" on the contact. The information that we just copied over to the contact can now be read into by PieSync, however, updating it on the account level doesn't make PieSync detect those updates. In fact, PieSync's engine relies on an update of the "last modified timestamp" on the contact. That's where setting up a process flow with the [Process Flow Builder](https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_builder) comes in.

This is necessary so that any updates you make also give a little update - a nudge so you will - to the underlying contact. The Process Flow is going to be a very easy one.

Create a new process by giving it a name. You'll want to do this so you remember why you did this when in 2 years you stumble on this page again.

![](//images.ctfassets.net/f2ysq090txql/5boXJaYgjGhHy5cObqBXcc/26702adf9af6ad44d71ee0e3fd194454/image.png)

We're going to keep this process very simple. This process flow will run each time an Account is created or edited, so that's exactly what we're putting in the fields it's asking for.

![](//images.ctfassets.net/f2ysq090txql/76qfoLnzwMb98UmcqKCdk2/9fece0d6f9a34cf9571edbf57ae613bd/image.png)

Next step - criteria. We want this process flow to run whenever the fields that we are copying over actually change. You can potentially set this to "No criteria - just execute the actions" too.

![](//images.ctfassets.net/f2ysq090txql/2JIF4Bfod7VYTZSpye5HZu/c35cf1dbb27b663affc55bbbc078ef97/image.png)

Under action, we need to force a change on the contact. Choose the action "Update records" and refer to the Record type of Contacts. Here, since I'm never using the business fax number anyhow, I'm updating that fax value with a random number.

![](//images.ctfassets.net/f2ysq090txql/4KLWCumZZc23gV7EapvSiy/29f551423e76095c7b8c9aa8ea917d00/image.png)

Activate this process flow.

## Step 3: Now you can set up those field mappings in PieSync!

The rules will allow you to refer to filter out contacts that only have a certain value on the account. You refer to the field on the contact, but based on the steps you completed above the information is actually coming from the account.

![](//images.ctfassets.net/f2ysq090txql/2sYmLyo93GpZdHLxvox0Dt/ff77fa031f1040647a571346d81a6bc5/image.png)

And it also works in the mappings!

![](//images.ctfassets.net/f2ysq090txql/5LDVse7ESQFhUgdImh1p4n/3bc91eb915991e2fd0af234280f52e83/image.png)

Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact   The fields you can choose to sync to your other app with are only those from the contact level  Data you store on the a…

Salesforce: Copying account data to contact level

<InfoBox>To calculate the total contact count , we add up the unique contacts in sync PER connection. If the contact is present in two connections, we count that contact twice as these are two separate syncs we perform (we scan every 2-3 minutes) to keep that contact in sync continuously between the two particular apps in each connection.</InfoBox>

Below you find an example: this user has the same ConnectWise Manage synced to 2 different apps. Some contacts might be syncing in these 2 connections. There's a 3rd connection too. We sum up all the contacts in each individual connection to get the total contact count of 129.

![](//images.ctfassets.net/f2ysq090txql/2QJ3kjlEXmvVOMFFH0NHy8/9a6b7479612a2ec6e9d5844a905c2e22/image.png)

  
You can control the number of contacts kept in sync by applying filters.

<Embed src="https://www.youtube.com/embed/M-r1ePv4JrY/" />

Below you find an example  this user has the same ConnectWise Manage synced to 2 different apps  Some contacts might be syncing in these 2 connections  There s a 3rd connection too  We sum up all the contacts in each individual connection to get the …

How does PieSync calculate the total contact count?

In case you couldn’t find the answer in our knowledge base, feel free to reach out via email at support@piesync.com or chat with us live! You can see the live chat option on the PieSync website or PieSync dashboard when you're logged in. **We love to help you out!**

<TipBox>**Live Support (chat) - CET from 9 AM to 5 PM**</TipBox>

<TipBox>**We reply within 24 hours via support@piesync.com from Monday to Friday** </TipBox>

<InfoBox>Book a call with us [here](https://calendly.com/piesync)</InfoBox>

In case you couldn t find the answer in our knowledge base  feel free to reach out via email at support piesync com or chat with us live  You can see the live chat option on the PieSync website or PieSync dashboard when you re logged in  We love to h…

I couldn't find my answer, how can I get support?

Your contact count keeps on growing and suddenly you exceed your subscription limit. Great, that means business is going well!

Below you'll find all the relevant information you need if such a situation occurs.

## Pricing Tiers

PieSync works with pricing tiers. Every pricing tier is linked to a maximum amount of contacts you can sync. You can find the pricing tiers over [here](https://www.piesync.com/pricing/).

![](//images.ctfassets.net/f2ysq090txql/1iTgW7Td9qlwlkfdFEXshJ/c96d6c4bbfc2b1f02059cfc52a8893ba/nov-04-2019-13-55-04.gif)

If you breach the contact limit of your plan, you will automatically get an email that will inform you about this and automatically move up one pricing tier.

You will then have **5 days time to review your account**. When everything is fine, you don't need to do anything.

<InfoBox>Example: You subscribed to the Pro Plan and can sync up to 2,500 contacts for $59/mo. If you breach the contact limit of 2,500 then you will automatically move up one tier that allows you to sync up to 5,000 contacts for $79/mo.</InfoBox>

## Decreasing the contact count

If you don't want to get upgraded or just want to decrease the contact count then you can do that in the following ways:

* Remove a connection (this will reset your contact count)
* Apply additional [rules and/or filters](/help/features/conditions-and-actions/) to narrow down the sync for the specific connection

<WarningBox>Pausing a connection won't decrease the contact count.</WarningBox>

## How the billing works when you get upgraded

If you are a paying customer and get upgraded then the billing varies depending if you have a Monthly Plan or a Yearly Plan:

*   Monthly Plan: If you move up one or more tiers then the increased pricing will go into effect 5 days after the automated email. You'll be charged the surplus of the current month. The next month, you'll be charged according to the monthly pricing of your new pricing tier.
*   Yearly Plan: If you move up one or more tiers then you'll pay the extra amount for the remaining months of your yearly plan. This happens 5 days after the automated email.

<TipBox>Keep in mind, the leftover time on your current plan is always pro rated towards the new one</TipBox>

Your contact count keeps on growing and suddenly you exceed your subscription limit  Great  that means business is going well   Below you ll find all the relevant information you need if such a situation occurs    Pricing Tiers  PieSync works with pr…

How to manage your PieSync account and set up billing

Account

What happens when I breach the contact limit?

## Activating the sync for the first time

If you set up a new connection and start syncing for the first time then it can take a while before all the contacts are synced in between the two apps. The syncing time depends on which apps you are using and how many contacts you are syncing.

## Syncing new contacts and updates

Once your connection is active, our system checks for changes in the sync every 4-5 minutes. However if the change happens directly after our last check, it can take more than 4 minutes for us to check for changes.

<TipBox>If you would like to force a direct sync then you can always select  
'sync again now' in the top right corner of the dashboard.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/rBEjUD1jl8hZ0T74nbQhi/18f12a01912021f0fe8d1fb330705763/screenshot-2019-01-29-at-15-28-33.png)

<InfoBox>Do bear in mind that it sometimes can take a bit longer for new contacts or updates to appear because of:  
\- a **huge new number of contacts** syncing within the same connection  
\- a **concurrent sync** is running for the same account  
\- the **rate limits** of one of the apps is being reached. More info [here](/help/faq/different-dashboard-states/).</InfoBox>

Activating the sync for the first time  If you set up a new connection and start syncing for the first time then it can take a while before all the contacts are synced in between the two apps  The syncing time depends on which apps you are using and …

How long does it take to sync contacts or updates?

_You're slightly panicking. Why is the contact count that PieSync is showing not the same as the amount of contacts that you have in your app?_ _It's always possible that PieSync isn't syncing all your contacts. Let's go over some of the most frequent reasons why that might happen:_

<TipBox>Does PieSync show a higher contact count? Go to this article: [**When PieSync shows a higher contact count**](/help/faq/why-pie-sync-might-show-a-higher-contact-count/)</TipBox>

## 1. Is the check box '[Avoid Duplicates](/help/features/avoid-duplicates/)' on?

If you have a lot of **contacts without an email address**, this might be the reason why PieSync's contact is lower than you expected.

This setting ensures that no duplicate contacts get created. It's is done by looking at the email address of each contact and using that to identify and match contacts across apps. This setting also disables the sync for contacts without an email address.

<TipBox>This setting also prevents duplicate contacts from being synced. If you have two contacts with the same email address in your app, then PieSync will only sync one of those.</TipBox>

## 2. Do you have any _sensitive_ [filters](/help/features/conditions-and-actions/)?

Some filters require you to fill in a text box. **These text boxes are very sensitive**.

For the filter to work properly, the values in the text box have to correspond 100% with the values in your app's field. A wrongly capitalised letter, an accidental typo or a railing space can cause the filter to deliver nothing.

![](//images.ctfassets.net/f2ysq090txql/2qA0brhLpY6hDWIYMfpC2z/5ba2a121cc34be107c2d92f936e9b30d/screenshot-2019-02-15-at-14-34-06.png)

## 3. Did you just start a new sync?

You might only be looking at the contacts PieSync has _created_, not at the ones PieSync actually put _in sync_. To see your overall contact contact count go to [your homepage](https://app.piesync.com/connections) or [billing page](https://app.piesync.com/team/billing).

Are you sure the sync is active? The sync might still be in progress or halted unexpectedly. You are able to confirm the sync status by going over to the [dashboard](/help/faq/different-dashboard-states/) of your sync. If the status is anything other than 'Synchronization Active', then the sync is not ready yet.

4.  ##### **Maybe your apps require certain fields to be filled?**
    

Check if your app has any **specific requirements to allow for contact creation**. Some apps require contacts to have some required fields to be populated in order for a contact to be created. In most cases it's either First Name and/or Last Name or Email Address.

We recommend visiting our [help page for your apps](/help/connector-apps). App specific requirements are in most cases mentioned there.

![](//images.ctfassets.net/f2ysq090txql/16bCYmBa8ZI4yz0CZQkDOK/e74ecfe6f7e25014811645bf5321f846/screenshot-2019-02-20-at-16-10-46.png)

<InfoBox>If you checked all of the above and you still don't know why the contact count doesn't match, then just write a quick email to [support@piesync.com](/help/faq/i-didn-t-find-the-answer-i-was-looking-for-here-how-can-i-get-in-touch/) stating what's happening. There might be some other error blocking your contacts to sync. Our support heroes will gladly figure this out for you! If you have a specific contact, don't hesitate to add their email address.</InfoBox>

You re slightly panicking  Why is the contact count that PieSync is showing not the same as the amount of contacts that you have in your app    It s always possible that PieSync isn t syncing all your contacts  Let s go over some of the most frequent…

Why PieSync's contact count might be lower than you expect

## What exactly does this mean?

PieSync is able to expose Company related fields when syncing Contacts. Let's have a look at the example below:

*   The orange section shows the Contact record, together with its Contact fields.
*   The green section shows the Company record, together with its Company fields.
*   The blue arrow reflects to the Company fields available on the contact record (= exposing Company related information).

![](//images.ctfassets.net/f2ysq090txql/5AwryUnnyO5JvgHo1VXtoH/c547b9e67358ca22faf86196832bbea9/screen-shot-2020-01-13-at-10-29-58.png)

## How can we distinguish between Contact and Company fields?

Company fields will always have a \[Company\] prefix.

![](//images.ctfassets.net/f2ysq090txql/UQZAdXkNoqgKekrsMdSPU/62ce5a1c634d89cccd52057df9124fb9/screen-shot-2020-01-13-at-10-49-07.png)

<TipBox>Company fields can be used in both the PieSync rules and custom mappings.</TipBox>

## Limitations

<WarningBox>Syncing company related fields is limited to a one-way direction.</WarningBox>

1.  The one-way nature of these fields means that you are able to filter based on \[Company\] fields but can't update them via the actions.

![](//images.ctfassets.net/f2ysq090txql/2XmSK87v4COYJnziTGgmQP/8b1fa7452b0514c2578385bd4a4b7722/screen-shot-2020-01-21-at-11-19-03.png)

2.  Echoing this behaviour to the custom mappings section, will result in an arrow pointing in one direction.

![](//images.ctfassets.net/f2ysq090txql/yVVt5QooqEdAYQsLtRCg1/6955288f30387073a55549fcb2a28903/screen-shot-2020-01-14-at-11-46-31.png)

## Possible use cases

1.  Syncing contacts based on the Number Of Employees towards MailChimp in order to create a specific segmentation allows you to create specific marketing targets.

![](//images.ctfassets.net/f2ysq090txql/2ic9NJt55wUmdNyXKUGDrw/119c298f34f6195b65bcee36c73d15ae/screen-shot-2020-01-13-at-11-03-05.png)

2.  Similar as above, Syncing contacts based on the Annual Revenue towards ActiveCampaign in order to create specific segmentation.

![](//images.ctfassets.net/f2ysq090txql/1CkCWNZOPQl3eFXWw3MZxX/609d768fd41c6d3e67ad7de1bb114bfe/screen-shot-2020-01-14-at-12-03-23.png)

## Integrations

This feature has been released for the following apps:

*   [Bitrix24](/help/connector-apps/bitrix-crm/)
*   [HubSpot](/help/connector-apps/hubspot/)
*   [Ms Dynamics 365](/help/connector-apps/microsoft-dynamics/)
*   [Ontraport](/help/connector-apps/ontraport/)
*   [Outreach](/help/connector-apps/outreach/)
*   [Salesforce](/help/connector-apps/salesforce/)
*   [SugarCRM](/help/connector-apps/sugarcrm/)
*   [Zendesk](/help/connector-apps/zendesk/)

<InfoBox>We will gradually add other applications to this list.</InfoBox>

What exactly does this mean   PieSync is able to expose Company related fields when syncing Contacts  Let s have a look at the example below      The orange section shows the Contact record  together with its Contact fields     The green section show…

Syncing company related information on the contact level.

#### When am I eligible to be on the free [PieSync plan for Nimble customers](https://support.nimble.com/third-party-integrations/piesync-integration-workflows/getting-started-with-piesync-and-nimble)?

1.  You need to be a **Nimble admin.**
    
2.  You must setup **your first integration from within Nimble** (via Networks & Imports in settings)   
    
    ![](//images.ctfassets.net/f2ysq090txql/4DAUlLfWfDNaITnKaUHpJG/8ff642cf6e15c2a92b628d21cb9fad58/image.png)
    
3.  Syncing conditions: 
    
    1.  You can set up **as many connections as you want**, but combined, a maximum of **2000 contacts can be kept in sync per team**. 
        
    2.  You can use up to **two** [rules](/help/features/multiple-rules/) per connection. 
        
    3.  The use of [custom mappings](/help/features/new-customizable-field-mapping/) is **not** included.
        

#### Are you eligible? 

If your answer is yes, to start, just [sign up](https://www.nimble.com/register/business_trial/?lead_source=piesync) for a free Nimble trial, or go inside your Nimble settings. If you want to continue using PieSync for free after the 14 day trial, proceed to PieSync's billing page and follow the instructions from there.

<TipBox>**Find out [how to set up a sync with Nimble](/help/connector-apps/nimble/), and get inspired with some [Nimble recipes](/help/want-to-learn-more/nimble-pie-sync-better-together/)!**</TipBox>

When am I eligible to be on the free PieSync plan for Nimble customers   1   You need to be a Nimble admin       2   You must setup your first integration from within Nimble  via Networks   Imports in settings                    3   Syncing condition…

Partnerships

Nimble: Sync up to 2000 contacts for free

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**iContact** is email marketing app, that allows you to create, send, segment and track emails. iContact makes it easy for SMEs to choose from their collection of results-orientated features to suit any budget.

## Supported iContact Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="icontact" />

## Step 1: Choose 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.

![](//images.ctfassets.net/f2ysq090txql/26iM3sGgJrp75d9EeKclpY/ce847a7bc6791b437436ee1a79842854/F2nzH7qmId1d96R4q9eWR_fjRKxHJ-8kQ5Oo3scl3G-LR4V7wJiC4wgMkZg1NUcxsME69exTNGPeNjFnMdkWdsRXiXsMARxofDHIP2PQwhNbvked79d5Wxo37taNFeV9)

## 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. Below you can find the authorization process for iContact, the instructions for the other app will appear on screen, or consult them [separately on this page](/help/connector-apps).

![](//images.ctfassets.net/f2ysq090txql/4mIbvSF47Mf86wa7vRe2GY/28ff393009230caf0c48df11b48212ec/AAsKVcyEbCFSPvlTcW_g-ohfL-y3__4vnbJyCRHdrT9nJ9Nw8GzQEdVJxFcmIbju5bAU0opy9im40a5q2f1dXzLd6S3g_oAvImu308zjpG6mbxKPPwTt0eAXcfKEqUIH)

### Authorizing iContact

1.  To be able to connect to your iContact account, we need you to **grant PieSync access to your data**. In order to do this, you will have to go to [this link](https://app.icontact.com/icp/core/fusion/settings/integrations) and click 'Enable' next to the PieSync integration. There you will find your username and API password, which you need to fill out in the fields shown below

![iContact Auth Pop-up](//images.ctfassets.net/f2ysq090txql/6f7okfPnJT243Wk4p8Yw6U/6cafe3d349ad4478eccff176601c6dfd/image.png)

2.  Choose the iContact account you want to sync with.

![](//images.ctfassets.net/f2ysq090txql/3mrQZ4Mo7LY5IoLnPcOjJC/a6ad877029e86803b027d27c98aeff56/image.png)

3.  If you logged in using an agency account, choose the iContact Client Folder you want to sync with. Not an agency? Just click next.

![](//images.ctfassets.net/f2ysq090txql/4G1dSLnUKlRHiVdvPCKmpu/84f665bdf99cfc3cc694881659b5a742/image.png)

If you have previously set up a connection with any of these apps, you do not need to go through these steps again, unless you need a different iContact account or folder.

<WarningBox>For iContact PRO clients, you will need to migrate to the new iContact PRO platform before activating your PieSync integration. For more info, please contact your Strategic Advisor or iContact Support.</WarningBox>

## 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 supports multiple contact entities (e.g. Salesforce, Copper, ZohoCRM,..).

If you want to sync multiple contact types, you can do this by setting up another connection with the same applications.

![](//images.ctfassets.net/f2ysq090txql/4aFYFjdXLcCD32PEQAzHNt/2f0c4d0e297451a2e6c0252b2ca79d36/ca5gtUn2saWzQv4d4FmTWTa1P86PxsohUCh_dUiSgHKBOu2A6qmxloYF7rB4r5PkIenPKsyM8IN-tc5IqqQ1g1jDS_sdBY6i1yJptZRyr3HC9xrDqkB7hugq9b_ysTiT)

## Step 4: Configure your sync

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?](/help/features/sync-direction/)).

![](//images.ctfassets.net/f2ysq090txql/6fxAqGspjERL2J5kc6oSpD/075b263a8b4c1f5ba156906c625da0d9/icontact.png)

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.

### Syncing back the contact status or list membership status

You have the ability to sync back the contact status into your CRM. An easy way to do this would by setting up a direct mapping from the Contact status field into a custom text field over in your other app. Here, the field on the right is a custom text field which will populate with a simple text label "Normal, Bounced, DNC, Pending, Invitable".

![](//images.ctfassets.net/f2ysq090txql/zfTtnamYpM0T665mCxbkS/887adc05138774467132cce4e0da8708/image.png)

There are CRM's that can take in that piece of text that in turn trigger workflows if this is what you need to happen. However, you can also have PieSync directly change certain attributes based on what is happening inside of iContact. This would require setting up specific filters or actions from the PieSync Rules like so:

![](//images.ctfassets.net/f2ysq090txql/64mjkD4KmqEAkyAoMQ2adT/c2911de357adf5ed47604202cd8db8ae/image.png)

<TipBox>For this particular case, we update an Accepts Mailing field in Salesforce but it's up to you to decide what should happen in your CRM. [Syncing to Salesforce? We have compiled some typical setups.](/help/usecases/i-contact-and-salesforce/)</TipBox>

### Starting your sync

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 Dashboard

Once the connection is running, the activity monitor will be your real-time view into PieSync's operations. It provides insight into: 

*   new contacts being created from your first app to your second app that didn't exist yet
*   new contacts being created from your second app to your first app that didn't exist yet (if you did a 2-way sync)
*   updates made to contacts that had been synced & matched up before: the update is now also synced up
*   whether your synchronization is active or not - you can pause the connection should you so wish

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>


iContact is email marketing app  that allows you to create  send  segment and track emails  iContact makes it easy for SMEs to choose from their collection of results orientated features to suit any budget    Supported iContact Integrations     Step …

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

facebook-lead-ads

Facebook Lead Ads

1CRM-logo-box

1CRM

logo-3dcart

3dcart

act!

Act! 365

actpremium

Act! Premium

activecampaign

ActiveCampaign

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

aircall-icon@2x (1)

Aircall

allclients

AllClients

amocrm

amoCRM

apollo.io logo 

Apollo

apptivo

Apptivo

aproplan

Aproplan

apto_logo

Apto

Aritic-Logo

Aritic PinPoint

Aritic Sales CRM

AT & T

AT&T Office@Hand

autoklose logo png 

Autoklose

autopilot

Autopilot

aweber

AWeber

benchmark

Benchmark

bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

Brivity CRM

btcloudphone

BT Cloud Phone

bubble_piesync

Bubble

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

capsulecrm

Capsule

cats-logo

CATS

chargebee

Chargebee

Chime-Logo (1) (1)

Chime

cin7_logo_piesync

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

click-send_logo_piesync

ClickSend

clio

Clio Manage

closeio

Close

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

Contacts+

contactually

Contactually

convergehub

ConvergeHub

Seva (formerly ConvertKit)

ConvertKit

Copper-icon-circle-pink

Copper

bpmonline

Creatio

Crisp

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

logo-digitaleo

Digitaleo

directmailmac

Direct Mail for Mac

DD-roundel-512x512

dotdigital Engagement Cloud

dotloop

Dotloop

drift_logo

Drift

drip

Drip

dubb-logo-full

Dubb

easybill

EasyBill

efficycrm

Efficy CRM

Elastic Email

emma

Emma

ERPNext logo

ERPNext

espocrm

EspoCRM

eventbrite 2018

Eventbrite

eztexting

EZ Texting

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Help Articles related to syncing iContact & Vtiger CRM