Pardot is an easy marketing automation tool. Generate, capture and manage leads. Nurture your prospects and gather valuable information. With powerful insights via advanced web analytics and intelligent reporting, you’ll know what to do next!


pardot

Pardot

#### What does the 'Avoid Duplicates' option do?

When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs 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.

![](//images.ctfassets.net/f2ysq090txql/6Y233jtNhZQphmahNGNAJX/74ce2980b5ad34fc4206915cb966a126/screenshot-2019-09-03-at-14-19-48.png)

#### What happens when the 'Avoid Duplicates' option is switched off

If the 'Avoid Duplicates' option is switched off we won't be able to double check if contacts that don't have an email address already exist in the receiving app, as such we might be creating duplicates.

That's why we would always recommended to keep this option switched on. If you do want to switch this option off then it is always recommend to first:

*   clean up your database
*   create a backup

#### How do I disable the 'Avoid Duplicates' option?

As a precaution we don’t allow users to disable this setting themselves because PieSync may not be able to reverse a sync and KWCommand does not have a way of restoring contacts either.

**If you read the above and you want to disable the 'Avoid Duplicates' option anyway then just send an email to support@piesync.com and we will disable this checkbox for you.**

What does the 'Avoid Duplicates' option do?  When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to p...

Keller Williams

How do I disable the Avoid Duplicates option for my KW Command connection?

<InfoBox>To establish a sync, PieSync matches contacts between your two apps based on the email address field.</InfoBox>

**However, If the email address field has multiple values, there are a few scenarios:**

1.  If the contact only existed in app A prior to the sync, we will sync the contact with the first email value to app B.  **E.g. below _email \[work\]_** 
2.  If the contact existed in app A and B prior to the sync, and app A has multiple values for the email and app B just a single value, we will choose the matching email address only. **E.g. below if app B has the _email \[home\]_** **only, then we will match/sync on that email value.** 
3.  If the contact existed in app A and B prior to the sync and both apps have multiple values for the email, we will match and map all values (where possible). **E.g. below _email \[work\]_** -  **_email \[work\] / email \[personal\] -  email \[personal\]._** **etc.**

<InfoBox>Example of a contact with multiple values for the email address (in this case, the work email is the first value):</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/2lhShFJEVKONQgO7rcqcTZ/f567e9234111d294335ab3022e888c0e/image.png)

To establish a sync, PieSync matches contacts between your two apps based on the email address field.  However, If the email address field has multiple values, there are a few scenarios:  If the contact only existed in app A prior to the sync, we ...

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

My contacts have multiple email addresses,  which one is used to match?

## 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 shows t...

Syncing company related information on the contact level.

With 10to8 appointment scheduling, customers can book your free slots and the services that you specify. What's more, with automated SMS and email reminders, coupled with 2-way chat, you can be sure that your business will reduce appointment no-shows, improve customer communication, enhance coordination, and win more business.

10to8

OnePageCRM is a solid CRM solution with a big focus on increasing sales and optimizing your workflow. A wide range of features from contact management to sales and performance reports,  result in a productive team converting more leads!


onepagecrm

OnePageCRM

#### Who is eligible to receive the 10% lifetime discount for OnePageCRM user? 

*   You need to have an active OnePageCRM account
*   Not have ever set up a PieSync account before
*   Have signed up with PieSync through your OnePageCRM account as explained below

<TipBox>Find out more on how to setup a sync with OnePageCRM [HERE](/help/connector-apps/onepage-crm/)</TipBox>

#### How to redeem the lifetime 10% discount? 

**1\. Sign into your OnePageCRM account**

To get started, go to your OnePageCRM account and then to the OnePageCRM apps tab in the top right corner. Choose PieSync and start your 14-day free trial to sync your OnePageCRM contacts with your Google Contacts by clicking **INSTALL.**

![1 OnePageCRM 10% Discount](//images.ctfassets.net/f2ysq090txql/6TNxjtJMe2AURyTz1B8LDl/9991a5a75b7234f01bf5eadaa5da8f28/1_OnePageCRM_10__Discount.png)

![2 OnePageCRM 10% Discount Click to Install](//images.ctfassets.net/f2ysq090txql/4bnMUZM70nROhPlmOGWN0Y/cde36b210dd0b710be00d5916072f267/2_OnePageCRM_10__Discount_Click_to_Install.png)

**2\. Configure your sync between OnePageCRM and Google Contacts.**

![3 OnePageCRM 10% Discount Configure Your Sync](//images.ctfassets.net/f2ysq090txql/70ZPMNSqsvLEn3SkIcHwkv/cee38cf951a6d1b674020ef729ed5adc/3_OnePageCRM_10__Discount_Configure_Your_Sync.png)

**3\. Your OnePageCRM - Google Contacts connection is active** 

Once your connection is active, you’ll see the active integration on the apps page in your OnePageCRM account.

![4 OnePageCRM 10% Discount Connection is Active](//images.ctfassets.net/f2ysq090txql/46oUy6TWI55IyhaYa7KxqC/da6a2fb6ad51e00d1f59145e3d06a751/4_OnePageCRM_10__Discount_Connection_is_Active.png)

**4\. Like PieSync? Sign up via the OnePageCRM link to get the lifetime 10% discount.**

![5 OnePageCRM 10% Discount Sync Google Contacts and OnePageCRM-Find Out More Banner](//images.ctfassets.net/f2ysq090txql/2xdOfagG5sVwSECjvQWR1G/2ed667960d1d6980340b003013a2053d/5_OnePageCRM_10__Discount_Sync_Google_Contacts_and_OnePageCRM-Find_Out_More_Banner.png)

Already convinced during the trial or are you looking to sync other/more apps than Google Contacts with OnePageCRM? The link ‘Find out more’ at the bottom, will lead you to PieSync where you can set up an account with the **10% lifetime discount automatically enabled** for any [PieSync plan](http://www.piesync.com/pricing) you subscribe to on the billing page.

Once your trial expires, you’ll get notified and the same link will be provided to continue the sync by subscribing to a [PieSync plan](http://www.piesync.com/pricing).  

Don’t forget to read our [Blog Post](http://blog.piesync.com/onepagecrm-partnership/) about our Partnership with OnePageCRM!

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

If you run into any questions or require some assistance, don’t hesitate to drop us a line at **support@piesync.com!**

Who is eligible to receive the 10% lifetime discount for OnePageCRM user? You need to have an active OnePageCRM account Not have ever set up a PieSync account before Have signed up with PieSync through your OnePageCRM account as explained below  F...

Partnerships

OnePageCRM - PieSync 10% Lifetime Discount

<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>

**Pardot** is a marketing automation tool for sales and marketing teams including email marketing, lead generation, lead management, and ROI reporting. Powerful insights will help you improve and understand your successes moving forward.

## Supported Pardot Integrations

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

## Authorizing Pardot

We ask your email, password, and API user key for access. You can find the API user key in the settings of your Pardot account.  
  
If you already authorized your Pardot 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**.  
  
![](//images.ctfassets.net/f2ysq090txql/4okukv8H0RTiSo5Nq9rotS/281be5ff871449abae85529f529f77ff/image.png)  

## \[IF\] Supported Conditions/Filters

You can choose to sync all leads captured in Pardot to your other app, or you can choose to limit this via a subset and a filter. 

*   Owned by
*   Grade (A+ to F)
*   (not) Opted out
*   (not) Been reviewed
*   is (not) starred
*   Campaign (choose...)
*   Score (integer)

<InfoBox>A common use case in Pardot is to have leads only sync through to another app as soon as they hit a specific stage</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/689e5HUSQW7K5vWN1qZx02/9542e54b018a046abe842567c237c631/blob)

## \[THEN\] Supported Actions

In the unlikely event that you should synchronize contacts into Pardot, you can choose to have an action be performed alongside the synchronization:

*   Star/Unstar
*   Update fields (including custom fields)

![](//images.ctfassets.net/f2ysq090txql/3PjPNShznzNQdwOQrSy3Wh/da53096f8c61d363658bbce6e871a0fa/blob)

## Default Field Mapping

By default, you will not see many fields that have been mapped, other than the Name & Email. These are mapped by default - you cannot change these. See below an example, showing a connection with Pipedrive.

![](//images.ctfassets.net/f2ysq090txql/4R0m4Tk3lAumipd2kjD0ig/68f412f368f28b661b67b382a49a49b5/blob)

<InfoBox>_PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A (Pardot) and joint in a single field in app B._ _In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B._</InfoBox>

## Customizable Field Mapping

<TipBox>Because the default fields in Pardot are scarse, you can and should custom map your Pardot custom fields and any additional standard fields that aren't included in the default mapping yet. </TipBox>

![](//images.ctfassets.net/f2ysq090txql/6yt4gPDATeiREu8mgYfPhr/bf68db27d6ac792f957d9d6dfb3b3bd1/blob) 

Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/). 

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no Pardot integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).  
  
Our [unsubscribe sync](/help/features/syncing-unsubscribes/) is supported, however.  
When connecting Pardot with Google Contacts, your unsubscribed Pardot contacts will be synced to the 'PieSync\_Unsubscribes' group in Google Contacts.  

![](//images.ctfassets.net/f2ysq090txql/ukF87q9Q4sGbYTu2d0Ecp/52df9f2fe9129adc753d014a4f8eb972/screenshot-2017-11-20-setup-pie-sync.png)

<InfoBox>The availability of the feature to subscribe or sync deletions is app and connection dependent. We need to be able to detect deletions or unsubscribes on one side and at the same time be able to create add the tag 'PieSync Trash' or 'PieSync unsubscribe' on the other side.  
More information on [syncing deletions with other integrations](/help/features/syncing-deletions/), or on [syncing unsubscribes](/help/features/syncing-unsubscribes/).</InfoBox>

<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. </TipBox>

**Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Pardot is a marketing automation tool for sales and marketing teams including email marketing, le...

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

Supported Apps

[Mailchimp](https://mailchimp.com/) is the gold standard for the marketing automation market as one of the most powerful and versatile tools out there. With Mailchimp, you can easily build targeted campaigns, newsletters, landing pages, complex automation workflows, and much more.

Mailchimp Logo-Vertical Black

Mailchimp

The PieSync Health dasboard shows the following error: 

![Screen Shot 2020-09-14 at 09 56 48](//images.ctfassets.net/f2ysq090txql/6uEl2fX9Oack1g7WCbV993/f2fbe43b931bff4c1f1d453f360b334b/Screen_Shot_2020-09-14_at_09_56_48.png)

## What is the problem? 

Mailchimp does not allow emails to re-subscribe over the API once they have been deleted or unsubscribed. 

It means the email address was removed or unsubscribed from Mailchimp at a certain point in time. 
Mailchimp doesn't allow a contact to be re-subscribed through the API once it has been deleted or unsubscribed. 

## Solution

Manually add the contact in Mailchimp again. Once this has been done, it will be kept in sync, just like your other contacts. 


The PieSync Health dasboard shows the following error:  What is the problem?  Mailchimp does not allow emails to re-subscribe over the API once they have been deleted or unsubscribed.  It means the email address was removed or unsubscribed from Ma...

Mailchimp - contact is already a list member in compliance state due to unsubscribe, bounce, or compliance review.

## What is possible? 

### Contacts 

The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times. 

Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users, etc.
The basic principle is that we display the same name as the entity the app uses as its contact repository. 

In the example below, we are syncing contacts between HubSpot and QuickBooks. In this case, the respective contact repositories are called "Contacts" and "Customers":
![Screen_Shot_2020-06-17_at_18_54_14.png](//images.ctfassets.net/f2ysq090txql/6QtXWvDkZby3VGbRueaieA/b1869c44db996b8e5b63234cfa6f5760/Screen_Shot_2020-06-17_at_18_54_14.png)

### Leads

Similar to our contact sync, our engine is also able to sync the leads entity in your apps. 

<InfoBox> Learn more about our Leads sync [here](https://www.piesync.com/help/faq/syncing-leads/ "Syncing Leads"). </InfoBox>

#### Some key take aways: 

- Some applications have a standalone Leads entity. PieSync is able to incorporate that in the sync. You can choose which contact type you wish to sync during the 3rd step of the configuration process, as shown in the example below for Microsoft Dynamics 365:
![Screen Shot 2020-06-17 at 20 09 24](//images.ctfassets.net/f2ysq090txql/7LMmtESf1P17iJx6aqGPId/fc8ee1f5f550b1cb8b04ff6a42a13654/Screen_Shot_2020-06-17_at_20_09_24.png)

- It might be that your application doesn't have a leads entity, while you can see leads in your account. In such cases, the leads are stored within the Contacts section and distinguished by a particular field (e.g "Status"). We are able to incorporate those in the sync as well. 


### Companies

Also known as "Accounts" or "Organizations", this is the third entity that PieSync is able to sync. It does come with a nuance though.

- Our companies sync is only available for a limited number of applications. A full overview of the supported apps can be found at the bottom of [this page](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info").

- PieSync only offers a company to company sync. This means companies or accounts can't be synced to a contact entity. Doing so will result in the following error message: "The selected combination of entities cannot be synced"
![Gif KB](//images.ctfassets.net/f2ysq090txql/6g2SKlBqZ5ohwXATA8uYX1/77dea4fe62601ad7c3984637d9e1d0d0/Gif_KB.gif)

- For some integrations, PieSync is able to expose Company related fields when syncing Contacts. This allows you to sync company related information on the contact level. 
More information on this can be found [here](https://www.piesync.com/help/faq/syncing-company-related-information-on-contact-level/)

When available, these fields will be visible in the sync configuration as shown in the example below:
![Screen Shot 2020-06-17 at 21 11 39](//images.ctfassets.net/f2ysq090txql/nkle72OLNjoqH01AmkKCj/2119244dc2be432fe3ff011dd5ff046e/Screen_Shot_2020-06-17_at_21_11_39.png)
<InfoBox> Learn more about the possibilities of our Companies sync [here](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info"). </InfoBox>


## What PieSync doesn't sync today 


- Deals / Opportunities. 
- Tasks
- Notes / Logs / Activities
- Orders / Products
- Emails
- Invoices / Quotes
- Campaigns
- Custom Objects

At this point, we focus on syncing your contact data. The entities listed above cannot be synced at the moment. However, this doesn't mean we won't support them in the future. On the contrary! Our developers are currently working on ways to implement some of these features as well.

Feel free to share what you'd like to sync through [this small survey](https://piesyncforms.typeform.com/to/Erb2jN "typeform").
It only takes a few minutes and allows us to capture valuable feedback regarding the priority of these features. 

Additionally, by filling in this survey, you’ll automatically receive a notification when the feature you’re looking for is being launched.


What is possible?  Contacts  The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times.  Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users,...

What does PieSync sync? 

## 5 quick steps to do before you hit "Sync!"

![](//images.ctfassets.net/f2ysq090txql/54ScpBCj0sW99qoJjUfpuR/86ae7b3b17adbd3463fd0bf62dc4f5d4/larry.gif)

<InfoBox>Hesitant to "Start syncing now" after you configured a sync?  
Follow these steps to gain peace of mind! </InfoBox>

**1) Pause other syncs to your apps**

Turn off or pause any existing integrations in parallel (other PieSyncs, Zapier, Fullcontact, etc). Leaving these syncs on can lead to unpredictable results. Check your CRM's account settings, you may already be syncing some data (one way).

**2) Back up your data**

In the next step, we'll give you some tips on cleaning up your data. That's why it's wise to make a backup first should you be too enthusiastic in cleaning contacts. [Google Contacts, Icloud, ContactsPlus save a temporal state of your Contacts so you can always go back to a state prior to a sync](/help/want-to-learn-more/revert-a-sync/). Have contacts on your phone? [Here's a checklist.](/help/faq/get-your-phone-contacts-in-sync/)

**3) Time to clean**

Delete contacts you won't ever need anymore. You may want to empty Google's ["Other Contacts" folder](https://support.google.com/mail/answer/1069522?hl=en&visit_id=1-636459121173695326-1876924094&rd=1) filled with legacy contacts. Make sure your source & target data is rid of duplicates. Use the “find & merge duplicates” features of Google/iCloud/Outlook or from your CRM. 

*   [Instructions for Google Contacts](https://support.google.com/mail/answer/1069522?hl=en) (+ [9 extra tips provided by FullContact](https://www.fullcontact.com/blog/clean-up-google-contacts/))
*   [Instructions for iCloud](https://support.apple.com/en-us/HT203565)
*   [Instructions for Outlook.com](http://ccm.net/faq/39487-outlook-com-how-to-remove-duplicate-contacts)
*   [Instructions for CRM, for example Pipedrive](https://www.google.com/search?q=dedupe+pipedrive+contacts)

Once the sync is started, you can continue performing these clean up operations. PieSync [can detect cleaning](/help/want-to-learn-more/cleaning-up-duplicates-in-your-crm/) up contacts.

**4) Do a sanity check**

Perform a human check on whether the find&merge duplicates did its job. Merge whichever duplicates that weren’t detected automatically, delete old contacts or old addresses. By default, PieSync will only sync contacts that have an e-mail address, which is what we then use on the other side of the sync to keep your contacts unique. 

**5) Run a test sync**

If you want to test PieSync on a limited dataset, you can apply some intelligent rules to narrow down the sync. 

<Embed src="//www.youtube.com/embed/Bk_OSkK-JvQ" />

  

*   For instance, adapt rules to only sync contacts with a specific dedicated test-tag, and have it update a specific field on the other side as extra proof. If you only tag one contact in your CRM with this very specific tag, only this contact will sync. The other contacts remain untouched.![](//images.ctfassets.net/f2ysq090txql/4H8IOtuSEcAwFFWpEMv4A4/4315bb78f5091ac100c72fcc71ac5f69/blob)
*   Don't have tags in your app? Consider creating a test contact with a dummy or test e-mail address and only leave this rule enabled. Works just as well. Just know that sometimes a dummy e-mail address won't get created inside your ESP client.
    
    ![](//images.ctfassets.net/f2ysq090txql/3B3AD2S36pvyK2G2UtmyfS/b460cd55b694b72ea77f9a1f4e57f04e/blob)
    
*   Furthermore, you can always disable rules to prevent contacts from being created into an environment where you want to avoid unexpected contacts from being pushed towards! 
    
    ![](//images.ctfassets.net/f2ysq090txql/2HCSnFK21Pn9hVNi3Q1yTV/99282c381394ca36cbfc1bc7e6e1e1d1/screen-flow.gif)
    

[What are you waiting for? Start syncing! ](/help/features/getting-started/)

<TipBox>Still in doubt? Feel free to [schedule a call](https://calendly.com/piesync) with our support team.</TipBox>

5 quick steps to do before you hit "Sync!"  Hesitant to "Start syncing now" after you configured a sync? Follow these steps to gain peace of mind! 1) Pause other syncs to your apps  Turn off or pause any existing integrations in parallel (other Pi...

Want to learn more?

Preparing your data for PieSync

<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/" />


  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 ...

Setting up your iPhone to sync with Google Contacts

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are **some exceptions** where a mapping can only be set up one-way:  

*    When a **field cannot be modified** in the application you are syncing.

*   When a **field only allows some specific values**. In that case we do not allow writing to the field because we cannot guarantee the new value is allowed by the field. For example: dropdown, (multi)-select, status,... fields.

*   When **two mapped fields have different types** such as text, number, date,... In some of those cases we cannot guarantee a correct conversion in both sync directions. For example: the data in a number field can easily be converted to a text field, but not all text values can be synced back to the number field.

![](//images.ctfassets.net/f2ysq090txql/66hjCGL1zMNRiVjyVDJ1us/d5747886fa0d3aa4542c88c72e246cb6/image.png)
  
Bear in mind that the **general direction** of your connection affects your syncing behavior. When you have configured your connection as a one way sync in the other way (→), the following message will pop up.  

![](//images.ctfassets.net/f2ysq090txql/74uOD8xabUStQVtQHdm3MT/3c20b4f263730bd08520da5c66a942fd/image.png)

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are some exceptions where a mapping can only be set up one-way:  When a field cannot be modified in the application you are syncing.  When a field only allows so...

Why can my fields only be mapped one-way?

## Step 1: Choosing your apps

In setting up a sync connection, you first choose [the apps](/help/faq/which-connectors-do-you-support/) 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/3KxQtwOhw5ZSMt8fYYXTfz/ee3e8abcd18d5947d5b84b9168a9ace3/screenshot-2019-05-20-at-15-18-15.png)

> We add new apps [every week!](http://www.piesync.com/connections/) 

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](/help/connector-apps). If it is the first time using PieSync, you will need to authorize both apps, one after the other.

![](//images.ctfassets.net/f2ysq090txql/1yIcstEdqicA8OeMVfSaUI/428747f5c872177d0df7e2eea579634b/image.jpeg)

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.

![](//images.ctfassets.net/f2ysq090txql/2reZkRSo7ZAWia7MPDV88B/04af9415b8c8fe7660a6e6c6996b651b/screenshot-2019-05-20-at-15-19-31.png)

## 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

![](//images.ctfassets.net/f2ysq090txql/7Ak44LlJd6uTiQPVjMkPBu/2fd9180354747b46255728c013542995/screenshot-2019-05-20-at-15-30-18.png)

<InfoBox>This step will only appear if the applicable app has Leads available.</InfoBox>

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

![](//images.ctfassets.net/f2ysq090txql/7FOQ10iMP8cUSoUsuyH4oZ/a41f6387ed9676de2ec541d5f6074725/screenshot-2019-05-20-at-15-47-19.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.

![](//images.ctfassets.net/f2ysq090txql/4WXwFvxUcgeOUEBZ17ujQu/d70d784e556e5bd2b797d3c583e78628/screenshot-2019-05-20-at-15-51-54.png)

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

![](//images.ctfassets.net/f2ysq090txql/7d7LBTtReimN4YR9MFzbVV/3c8dd3ac16c3881a11e57b45b95604bd/screenshot-2019-05-20-at-15-56-27.png)

> 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](/help/faq/which-connectors-do-you-support/). 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.

![](//images.ctfassets.net/f2ysq090txql/3pP2FN1NfJywOj07n89CWM/82bd11ed58dd49d4365684b1f3cfc726/screenshot-2019-05-20-at-16-18-46.png)

![](//images.ctfassets.net/f2ysq090txql/UR3fAVJo4MTSfRS4eojEg/dcc7b5e6a64730b63ac251bc1197ddc8/screenshot-2019-05-20-at-16-25-59.png)

> 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](/help/features/avoid-duplicates/) - possibly hard-coded by default
*   handy ways to have PieSync [SYNC DELETIONS](/help/features/syncing-deletions/) or [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) across datasets
*   you should [CHOOSE YOUR MASTER APP ](/help/features/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'](/help/features/my-contacts/), especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.

![](//images.ctfassets.net/f2ysq090txql/g07Md3qATNeSngQ4vptIj/d459cbab4f02c1268e13d4fdb9d1c3e6/image.jpeg)

> 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](/help/features/new-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](/help/features/new-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. 

<InfoBox>Custom Mappings are available from the Pro Plan onward. More information on why you should upgrade to a Pro Plan [HERE](/help/faq/why-should-i-upgrade-to-medium-as-a-small-or-micro-subscriber/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/6TYE1HpRDGiXLR90yDVcRy/2734fd39119f00201fa161b31d2af3f7/screenshot-2019-05-20-at-16-36-41.png)

### 4.5) Start syncing!

![](//images.ctfassets.net/f2ysq090txql/6CZH8gP8SUoaMOKgdB1lHD/bed220e9ac6040ae417e4bd3330c2631/image.png)

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](https://www.piesync.com/help/features/health-beta/) 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

![Screen Shot 2020-10-07 at 3.21.51 PM](//images.ctfassets.net/f2ysq090txql/AVEHCLXBoctcjptEbjJW0/831af01b027ac275ee1d2673d2e20c8e/Screen_Shot_2020-10-07_at_3.21.51_PM.png)

## Optional: Want to become an expert in PieSync?
Follow Frans & Jan along [a one hour deep-dive](https://app.hubspot.com/academy/tracks/86/) on all things PieSync on the HubSpot Academy. 
[![Gif of the HubSpot Academy](//images.ctfassets.net/f2ysq090txql/5V3TGS0putUt844bcBLM6C/209bf5106150370d83c2f8d68274bade/ezgif.com-gif-maker.gif)](https://app.hubspot.com/academy/tracks/86/)

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.

The essentials of setting up a two-way or one-way sync between your apps.

Getting started

Getting started with PieSync

microsoftdynamics

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers.  Native integrations to other Microsoft products make this a powerful CRM.


<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>

**Microsoft Dynamics 365** is a cloud-based CRM that focuses on intelligent customer engagement and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM. Office 365 is Microsoft’s App suite and cloud collaboration tool and includes Microsoft Dynamics 365.

**Below you'll find detailed information, specifically for Microsoft Dynamics 365 integrations:**

## Supported MS Dynamics 365 Integrations

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

This video sets up a 2-way sync between Microsoft Dynamics 365 and Chargebee.

<Embed src="//www.youtube.com/embed/0BsnntPXr9w" />

## Authorizing MS Dynamics 365

We simply ask your login details and your permission. **To Authorize your MS Dynamics 365 account, we need your Microsoft Dynamics 365 'Root Service Address', to be found in the URL of your application, it should end in** **_dynamics.com_.**

![Screen Shot 2020-10-02 at 11.10.29](//images.ctfassets.net/f2ysq090txql/3DBLupCJLAjzdR3PcvnA2q/31d459c20c0aaae1034201b1cb42af53/Screen_Shot_2020-10-02_at_11.10.29.png)

If you already authorized Microsoft Dynamics 365 account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/4ZPxvZI7fzN25q2GYKTuDY/21035ee991952b38aff628f905006823/2.png)

## Choose your contact type

Distinguish between Contacts, Leads or Accounts before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/J8O5ply6UCdgDOUWADNAG/94648eadbd8f0c7957a6325d242eee3f/screenshot-2019-09-19-at-11-51-37.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   OWNERSHIP
*   EMAIL OPT-IN/OPT-OUT STATUS
*   ACTIVE/INACTIVE STATUS
*   ALREADY EXISTING IN APP YOU SYNC WITH 
*   STATUS
*   CONTACT FIELDS (phone, address, ....)
*   CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/3KvMf6itAsiSbG3TuaB7QQ/aee8e894df037ed7b8d1ab935bfd4d54/image.png)

## \[THEN\] Supported Actions

*   UPDATE (CUSTOM) FIELD VALUES 

![](//images.ctfassets.net/f2ysq090txql/7gbikvMZYKqbLXkp0oXdoV/a5bc9237df5200d84fa167fd41d85f85/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Microsoft Dynamics 365 fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/QlV3gitBnFStAq6uU7sLs/5b1836dc3888b75c1e6d827850db310b/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B</InfoBox>

## Customizable Field Mapping

You can custom map your Microsoft Dynamics 365 Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/1C36efxvVHD4Jj6hivmy9J/60d775b9fdc632a0e2c59c33dc6a31de/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no MS Dynamics 365 integrations on the PieSync platform that support our [Unsubscribes](/help/features/syncing-unsubscribes/)/[Deletions](/help/features/syncing-deletions/) sync.

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<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.  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement and a...

MS Dynamics 365

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ActiveCampaign

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Start syncing your Pardot contacts
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Related Pardot resources

HubSpot vs. Pardot: which marketing automation software is best in 2020?

Pardot vs. Marketo in 2020: which marketing automation tool is best?

Pardot vs. Eloqua: which marketing automation software is best in 2020?

Help Articles related to syncing Pardot

How do I disable the Avoid Duplicates option for my KW Command connection?

My contacts have multiple email addresses, which one is used to match?

Syncing company related information on the contact level.

OnePageCRM - PieSync 10% Lifetime Discount

Pardot

Mailchimp - contact is already a list member in compliance state due to unsubscribe, bounce, or compliance review.

What does PieSync sync?

Preparing your data for PieSync

Setting up your iPhone to sync with Google Contacts

Why can my fields only be mapped one-way?

Getting started with PieSync

MS Dynamics 365

Start syncing your Pardot contacts two-way with more than 250 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing Pardot with one of our 253 apps

Related Pardot resources

HubSpot vs. Pardot: which marketing automation software is best in 2020?

Pardot vs. Marketo in 2020: which marketing automation tool is best?

Pardot vs. Eloqua: which marketing automation software is best in 2020?

Help Articles related to syncing Pardot

How do I disable the Avoid Duplicates option for my KW Command connection?

My contacts have multiple email addresses, which one is used to match?

Syncing company related information on the contact level.

OnePageCRM - PieSync 10% Lifetime Discount

Pardot

Mailchimp - contact is already a list member in compliance state due to unsubscribe, bounce, or compliance review.

What does PieSync sync?

Preparing your data for PieSync

Setting up your iPhone to sync with Google Contacts

Why can my fields only be mapped one-way?

Getting started with PieSync

MS Dynamics 365

Start syncing your Pardot contacts
two-way with more than 250 other apps