Quickstart Guide to PieSync
You're here, having 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 you can get it running!
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 in the list (use the search bar to find them quickly).
2. Grant access
Get the API keys from Woodpecker and your other app, and give them to PieSync.
PieSync needs these keys to gain access to the apps' databases, which it will manage for you.
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 its case.
Now, use your API keys (or otherwise login into the app) through PieSync.
When that's done, click "Configure the sync between [your other app] and Woodpecker".
3. Configure your sync
Here's where you can configure the sync, setting up specific tasks for PieSync.
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)
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.
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 application takes precedence 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 differeces are detected.
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.
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 task in PieSync.