Help Center

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 and 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 teams can guide you thru 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

About SyncApps

SyncApps basic function is to integrate your data bidirectionally or even universally based on your requirements. In other words, it enables your key software to talk and send information with other software in a two-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. Want to also see your integration-specific pricing? Search 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 FAQ’s.

Ready? Let’s get started!

Setting up your SyncApps Account

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 Sync Profile 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 New Integration” button if you haven’t set up your Sync Profile yet. This will lead you to the Sync Profiles tab where you can create a new Sync Profile.

Sync Profile

This Tab is where you’ll create your Sync Profile. By tapping the “Create Sync Profile” button, you can create your integration or connector here. You can also see your existing Sync Profiles on this part of the account if you have created several integrations.

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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).

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 Sync Profiles’ 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 Sync Profile, the Timezone 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-Ons 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 thru 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 Credit Card? Know that we do also accept ACH/Wire billing. If you have other payment method 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 Sync Profile! Ready?

Setting up your Sync Profile

Setting up your Sync Profile (connector) 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.

  • Unlimited Records sync between the software you connect
  • Unlimited Opt-Out sync from your Marketing Automation solution
  • Unlimited Campaigns/Marketing List/Tags/List Views/Saved Searches sync
  • Unlimited Campaigns from your Marketing Automation solution of choice
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is only available on paid plans (Step 6)

Pre-Steps

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Once you’ve tapped the Sync Profiles tab, tap the Create Sync Profile button.

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

Important note:

Some subscribers who have upgraded to Free, Basic, or Professional Plan might wonder why their integration is not available under Sync Type. Maybe the integration they have selected is not available in their subscribed plan. Need to know which plan has your integration? See here.

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Step 1: CRM, eCommerce, Support, Financials, 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().

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

Step 2: Email Marketing/Marketing Automation, Accounting, CRM/Financials(NetSuite/Salesforce)

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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 which, enter the name of your Master List (or now called "Audience" in Mailchimp). Now, what is a Master 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 Master 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 to the existing one.

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

Note: We require you to define a Master 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().

Step 3: Sync Add-Ons

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Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Sync Profile may depend on which Plan and integration you select.

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.

Step 5: Filtering and Segmentation

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This Step is one of our most powerful features ever used by most of our subscribers. Like for example, you have 1000’s of records in your CRM then you only want to pull out the records with specific criteria, only these records will be synced to your software 2 Master List.

See here for more information on how it 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.

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

Use-case:

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

Need some help?

Check out your options below to 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

Why We Don't Have Instant Phone Support

SyncApps limits instant support to online means due to a few reasons, but mostly that integration issues can range from super easy to off the charts hard to solve.  Deciding which type via phone or chat is tricky unless we get some much-needed information up front as we might have to involve multiple teams to get you the answers you need.

Not very ideal for instant phone support right.

  • Online support and scheduled phone calls help keep SyncApps priced for small businesses, nonprofits, to even large enterprises, and keeps our Engineers busy building and maintaining the best iPaaS features for subscribers just like you.
  • Online support also helps our multiple teams, from Engineering to Tier I, II & III Support get the details needed to solve a given integration issue. Depending on the severity of the problem our team will get you to the right resources like our easy to read Help Desk articles, How-To videos, or schedule a call to get your integration questions answered or problems solved so that your organization does not miss a beat integrating your organization’s lifeblood, your data.
  • Instant Chat support is evaluated on a case by case basis and can be turned on by our support teams when needed for anyone needing instant answers while in the integration.

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!

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FAQs

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

Get Started | Login Issues | Pricing

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