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General Integration Setup and Features Explained

 

Hey, there subscriber!

First of all, we’d like to thank you for dropping by and for your interest in SyncApps, the #1 integration platform, powered by Cazoomi!

Before getting started, let’s make sure all the basic information about SyncApps is covered as well as how the platform works with the software integration(s) your organization is trying to connect today.

About the Company

Discover something new about your critical data every day. With our SyncApps® integration platform, brought to you by Cazoomi, you can integrate the best CRM, eCommerce, Marketing Automation, Financial, and Support software around the globe. Our 24/7 Support Team can guide you through your various use cases, integration scenarios, and setup, as you explore your options on our platform which has 150+ integrations and 10+ pages of notes inside each for maintaining your data between your key software applications.

Want to know more about the Company’s history and success? Check it out here.

The basic function of SyncApps is to integrate your data bidirectionally, or even unidirectionally, based on your requirements. In other words, it enables your key software to talk and send information with other software in a two-way or one-way process. Using the SyncApps API, they can send, receive, and store information with each other.

Pricing may also vary on any selected integration. For pricing, check here.

If you have more questions about our pricing, you can always reach out to our 24/7 Support Team.

Check out our Top 8 FAQs.

Let’s Get Started!

 

Setting up your integration or Set Up

Building your own integration is super simple! First, you’ll need to have a SyncApps account. Don’t have one? Sign up here.

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After successfully signing up, check your inbox or spam folder for the account activation link. If you haven’t received the activation link, reach out to our 24/7 Support Team so that they can manually activate your account.

Next, let’s explore the left panel tabs before creating a Set Up(or integration).

Dashboard

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This tab will show you the following general information:

  • Updated records of the current month
  • Error records of the current month
  • Processed records of the current month
  • Average syncing time
  • Plan details (subscription status)
  • Usage
  • Overview

For starters, you may also see the “Create a New Integration” button if you haven’t set up your Set Up yet. This will lead you to the Set Ups tab where you can create a new Set Up.

Set Up or Integration

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This tab is where you’ll create your integration or Set Up. By tapping the “Create a New Integration” button, you can create your integration here. You can also see your existing integration or Set Up on this part of the account if you have created several integrations.

There’s also a “Pause” button that will pause your integration(s) from running automatically.

Reports

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This tab will show you the visual reports from your integrations. You can also see the date-specific integration reports by scrolling down and the records that are shown at least for the last 10 running integrations (Cached).

Check out this video How Reports works:

Settings

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This part of the SyncApps account is where you can select the Timezone for your organization and other options such as email notifications of your integration or Set Up's statuses of its syncs.

You may also set the Timezone here as your basis for data time syncing. Please note that when you enable the Sync Scheduling of your integration or  Set Up, the Time Zone you have set becomes the basis.

Upgrade and Add-Ons

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This part of the account is where you can upgrade your subscription and the subscription status of your account. You can also select your Add-On subscription(s) based on your requirements.

If wanting to grab a 1:1 Service package with our Sales Engineers, you may also book your call on the Upgrade tab under Services Package or through our Services Page.

My Account

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This tab offers account management options for your SyncApps account:

  • Edit Account
  • Upgrade Plan, Update Billing Information
  • Add new Team Member(s)
  • Invoices
  • Update Password
  • Cancel Subscription, Delete SyncApps account

Are you using other payment methods aside from using a credit card? Know that we do also accept ACH/wire billing. If you have other payment methods or other invoice concerns, just send a note to our Billing Team today!

Finally, we’re done running through with creating your SyncApps Account. Now, let’s start with setting up your integration or Set Up! Ready?

Setting up your integration or Set Up is super simple! Looking for a Quick Setup Guided Tour? Search in our YouTube playlist here.

You should be setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us! Enjoy 4 Full Weeks of our real-time, Enterprise plan integration.

  • Sync 1 - 1,000,000+ records such as Contacts, Leads, and Accounts sync between software
  • Sync 1 - 1,000,000+ Opt-Out sync from your Marketing Automation solution to CRM records
  • Sync 1 or 1,000,000+ Campaigns/Tearsheets/Marketing List/Tags/List Views/Saved Searches sync
  • Sync 1 - 1,000,000+ Campaigns from your Marketing Automation solution of choice
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Set Up is available on Free Trial and Paid plans (Step 6)

Pre-Steps

Once you’ve tapped the Set Ups tab, tap the Create a New Integration or Set Up button.

Enter any designated name for your new Set Up as your identifier. Then in Sync Type, select the integration you need.

Step 1: CRM, eCommerce, Support, Financials, and Accounting  

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Enter your CRM, eCommerce, Support, Financials, or Accounting credentials here where you want your records and data synced from/to your connecting software.

For other integrations, you just need to tap “Connect” and you will be directed to the oAuth page that’ll log in to your software.

There are additional options available. Just tap the plus (+) icon. For more information about the features, hover over to the SyncNotes tooltips (i).

Have integration requirements other than basic syncing? Talk to us today!

Step 2: Marketing Automation, Accounting, CRM, and Financials 

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Tapping the “Connect” button will lead to the oAuth page that’ll log in to your software. For some, you’ll need to enter your Software 2 credentials here.

After this, enter the name of your Main List (or now called "Audience" in Mailchimp). Now, what is the Main List and why do we need to define it in Step 2?

During the sync process, a new list with the specified name will be created in Software 2. Yet, you can still use the names of your existing lists in Software 2, if there are. Note that if you are to name the Main List the same name as an existing Software 2 List, make sure to match the spelling 100% so as to not create a new list in Software 2 but to marry it to the existing one.

When adding new subscribers to any Software 2 List, please note that only those in your "Main List" will be synced, or you can select the following option; Sync all active Contacts not just those in the specified Software 2 List, to sync the specific Software 2 subscribers to your CRM.

Note: We require you to define the Main List because Constant Contact needs it in creating, updating, and removing records using its API.

For more options, tap the plus (+) icon. If you want to learn more about the features, hover over to the SyncNotes tooltips (i).

Step 3: Add-Ons  

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Sync Add-Ons are optional. Available Add-Ons in Step 3 of the integration or Set Up may depend on which Plan and integration you select. You don't need to enable anything here in our Enterprise Plan as all these features are included.

Want to know which Sync Add-On fits your requirement? Give us a shout today!

Check out this video on How Add-Ons Works:

Want to know which Sync Add-On fits your requirement? Give us a shout-out today!

Step 4: Field Mapping  

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Field Mapping is optional. Basic fields such as Email Address, Name, Title, Address, Company Name, and Phone are already pre-mapped even if you haven’t enabled this Step. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up here.

Managing your Constant Contact fields is super simple! Please see the link below for more information on how to do it:

Managing Constant Contact Custom Fields

Check out this video on How Field Mapping Works:

Step 5: Filtering and Segmentation  

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This Step is one of the most powerful features ever used by most of our subscribers. For example, if you have thousands of records in Salesforce and only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Lists.

See here for more information on how it works.

Filtering and Segmentation Guide

Check out this video on How Filtering and Segmentation Works:

Step 6: Sync Scheduling  

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Finally, the very last step. Just select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Check out this video on How Scheduling Works:

Tap the Finish button and then Sync Now. 

As we say, set it and forget it. Let SyncApps do the rest for you.

Check out our Salesforce to Constant Contact integration as an example of how the integration works. 

Need some help?

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Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled  

FAQs

Check out these Help Desk articles for answers to frequently asked questions.

Get Started | Login Issues | Pricing

Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!

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