Filtering Feature conditional parameters explained in SyncApps

Our Filtering feature in SyncApps can be used to sync a subset of records based on specific criteria.

If on a Trial remember that we can only sync 100 records if they match against your criteria so best practice is to place people in a Campaign, Saved Search or Marketing List then use Filtering, sync then you can see how it works.

Once testing is completed next remove the Campaign/Saved Search/Marketing List checkbox in Step 1 and then keep the Filter on a paid plan which then does look at all records and Filters based on your criteria.

For example to sync only Contact records with the country which is United States you can create the following filter :

Country  [Is Equal To] United States

Conditional Operators

The following operators can be used to create criteria:

  • Is Equal To
    Check if field value equals to a specific value.
  • Is Not Equal To
    Check if field value does not equal to a specific value.
  • Starts With
    Check if field value starts with a specific value.
  • Does Not Start With
    Check if field value does not start with a specific value.
  • Contains
    Check if text field contains specific value.
  • Does Not Contain
    Check if text field  does not contain specific value.
  • Greater Than
    For numeric or date comparison.
  • Greater Than or Equal
    For numeric or date comparison.
  • Less Than
    For numeric or date comparison.
  • Less Than or Equal
    For numeric or date comparison.
  • Is Blank
    Check if text is blank.
  • Is Not Blank
    Check if text is not blank.
  • Is True (Checkbox Checked)
    For boolean value or usually a checkbox in UI.
  • Is False (Checkbox Unchecked)
    For boolean value or usually a checkbox in UI.

Date Criteria

Date criteria must use YYYY-MM-DD format so if we need to sync record that is created after December 20th 2014 we can use the following criteria:

Created [Greater Than] 2014-12-20

For relative date comparison SyncApps provides a function to_date("x days/months/years ago"). Using that function we can create a criteria to sync records that was created after 2 months ago:

Created [Greater Than] to_date("2 months ago")

Complex Criteria

Complex criteria can also be created by combining expression using AND and OR operators. For example we want to sync records with email address which is not blank and lives in CA or NY state we can create the following expression:

Email Address Is Not Blank AND (State Is Equal To CA OR State Is Equal To NY)

In filtering feature in SyncApps the above conditions can be expressed like this below:

Please make sure GroupingAND and OR operators are chosen correctly. In the above example "State Is Equal To CA OR State Is Equal To NY" must be grouped using an OR operator to produce a correct logic.

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