Are you new to SyncApps and have no idea what a Sync Profile is? Let's walk through what you need to know!
A Sync Profile is a term for integration that refers to the setup of two available software, where data from one software is synced to another software. Essentially, we call it integration. Depending on the SyncApps plan you choose you can set up one or hundreds of integrations for your company.
Setting up a Sync Profile includes all of the settings for both integrating software, including connection configuration, Sync Add-On selections, Field Mapping, Filtering and Segmentation, and Sync Scheduling.
To see what a Sync Profile is, please check out the "How it Works" article, or log in to your SyncApps account and set up your Sync Profile. If you need a guide for setting up, please hover over any SyncNotes (green italicized "i" help notes) in your setup to get detailed information on that specific integration service or related item.
To create a new Sync Profile, you can go to the "Sync Profile" tab which is on the left panel of your Dashboard, and tap the "Create New Sync Profile" button on the upper right side of your screen.
In a Sync Profile, there are six or more Steps, depending on the software you're integrating and the features you have enabled.
A typical integration has 6 Steps.
Step 1 - Software Application A (CRM, Financials, eCommerce)
- This Step has higher precedence as the system of record. You can select several options based on your requirements.
- The software in Step 1 always takes higher precedence over the software in Step 2. However, some Step 2 Software features can override the software in Step 1 on a case-to-case basis depending on the software being integrated. Pay close attention to each point-and-press selection for your requirements.
Step 2 - Software Application B (Marketing Automation, Support, eCommerce)
- This step also has options you can select based on your requirements.
Step 3 - Add-Ons
- If you want to add more features, you can purchase our Add-Ons. Pricing starts at $9.99/month. If you'd like advice from experts before purchasing any Add-Ons, you can reach out to our 24/7 Support Team today.
Step 4 - Field Mapping
- You can map fields in one or both directions. Standard fields such as email and name as well as others are pre-mapped and are automatically available.
Step 5 - Filtering and Segmentation
- This feature is our most powerful tool. You can sync records from CRM based on your criteria and vice-versa from your other software. See more
Step 6 - Sync Scheduling
- This is the best part of setting up a Sync Profile. You can set it and forget it and let SyncApps do the syncing for you based on the schedule you've set up in this Step.
Lastly, if it's time to remove a Sync Profile, you can open that Sync Profile and tap the "Delete" button.
Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!