Quickstart Guide to PieSync
You're here after learning how useful PieSync is » for syncing the data between your apps, and would like to set up your first sync. Let's see how you can get it running!
IN THIS ARTICLE
1. Select your apps
In PieSync », click "Connections" (bar on the right), and then click the blue button "Add a New Connection".
Select Woodpecker and your other app from the list (use the search bar to find them quickly).
1. Start typing your desired app name until you are able to choose it.
2. Once you'll find it simply click on its name.
2. Grant access
Generate the API key » from Woodpecker and your chosen app, and copy-paste them to PieSync. PieSync needs these keys to gain access to the apps' databases, which will be synced for you.
1. Click Settings from the dropdown menu in the upper right corner.
2. Go to Integrations.
3. Click the API Keys tab
4. Click the green Create a Key button.
5. Click the API key and copy it to use in PieSync (see below).
Note: This step will vary from app to app. Google Contacts, as one other example, only requires you to pass through a login/access prompt to get it running; there is no API key to copy in this case.
6. Use your API keys (or otherwise login into the app) through PieSync.
7. Click Configure the sync (...) in order to move to settings of this connection.
3. Configure your sync
3.1. 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.
3.2. Add filters (IF) and actions (THEN)
1. Add filters to have the sync fire when specified conditions are fulfilled.
For example, select has no Deals to only sync prospects with no deals in Pipedrive.
2. Add actions to have PieSync perform additional tasks when syncing.
For example, select add Tag, and type in the tag that should be added (like "New") for the newly synced prospects in Woodpecker.
If syncing the apps both ways, you can now add filters and actions to apply when syncing from the second app to the first. Simply repeat the steps listed above.
3.3. Choose data merge preferences (Connection Settings)
When setting up a two-way sync, it’s very important to decide which app wins when PieSync finds differences in data.
For example, if Woodpecker lists a phone number for a given prospect as 12345, but in your other app the phone number for that same prospect is 13324, one "version" will have to overwrite the other.
You need to decide which app will "know best" and have the correct data when such differences are detected.
For example: If Woodpecker “wins”, it will overwrite conflicting data in Pipedrive.
If Pipedrive “wins”, it will overwrite conflicting data in Woodpecker.
3.4. Add custom field mappings (optional)
Surprise: the default field mappings are already configured by PieSync. For example, Organization Name (in Pipedrive) is mapped to Company Name (in Woodpecker). You can set up additional, custom mappings for other fields by clicking "Add field mapping" right below, and selecting the fields from both apps.
You can add custom mappings by clicking "Add field mapping".
4. Finalize setup and start the sync
All that's left to do is to click "Start syncing now!"
That's it, you now have database maintenance between these apps off your shoulders!
You can review and change any of the above settings at any time, by editing your sync in PieSync.