Quickstart Guide to PieSync
So, you've learned how useful PieSync is for syncing the data between your apps, and would like to set up your first sync. Let's see how (easily) you can accomplish this task!
1. Choose your apps
First, select Woodpecker from the app list in PieSync.
Next, choose another app. For the purpose of this guide, we'll select Pipedrive, as it's one of the most commonly used CRMs.
2. Authorize your apps
Let's see how we can get the API key from Pipedrive.
Let's grab the API key from Woodpecker.
Now, let's add both API keys to PieSync.
All that's left to do is to click "Configure the sync between Pipedrive and Woodpecker"!
3. Configure your sync
Time to configure the actual sync, selecting specific tasks for PieSync to perform.
Choose sync type
Choose if you'd like to sync the data in your apps both ways, or if you'd like to only sync it from one to the other.
Add filters (IF) and actions (THEN)
Add filters to make your sync work under specific conditions.
E.g. select has no Deals to only sync prospects with no deals in Pipedrive.
Add actions to have PieSync perform additional actions when syncing data.
E.g. select add Tag, and type in the tag that should be added (like "#New") for the synced prospects in Woodpecker.
You can add similar filters and actions for syncing from Woodpecker to Pipedrive in the next section.
Example config (click to expand)
In the screenshot below, you can view a sync that's been set up for PieSync to do the following:
- Sync contacts from Pipedrive to Woodpecker, for contacts that have no Deals, and have Active? set to off in Pipedrive. The tag #New will be added to these contacts in Woodpecker.
- Sync contacts from Woodpecker to Pipedrive, for contacts that have Replied in Woodpecker. The app will also update Active?, switching it to on for these contacts in Pipedrive.
Choose data merge preferences
As they say, last but not least: when setting up a two-way sync, as described above, it’s very important to decide which application “wins” when PieSync finds differences in data.
For example, if the phone number for a company in Pipedrive is 12345, but it's 13335 for the same company in Woodpecker, one "version" will have to overwrite the other.
You need to decide which app will "know best" and have the correct data, when such differeces are detected.