Follow the steps below to set up contact sharing using PieSync
Log in and Authorize your accounts
Log into your PieSync account and begin a new connection with Daylite and then search for the service you wish to connect:
Authorize Daylite and your other account. If it is your first time connecting these accounts in PieSync you will receive a pop-up window asking you to log in and allow access:
If you previously authorized your account(s) with PieSync, you can directly choose from your connected accounts.
Set up your Connection Rules
By default you will see the basic two-way sharing Connection Rules for Daylite and your other account, if supported: If you are satisfied with this to start, you can skip down to Field Mappings. You can always come back and edit your connection from the My Connections section.
PieSync allows you to add additional rules, based on the If-Then construction for your contacts; so if your contact meets the criteria then the following should happen. This can be helpful if you want to add criteria like the contact having a certain category or being part of a particular Group, for example.
Other common IF Supported Conditions/Filters are:
- In Category / In Group / In Project
- Owned by
- Field values (including custom fields)
- Already existing in the app you sync with
You can also add criteria for what should be done with the synced contact, like adding it to a Group, adding/removing keywords, and much more.
Other common THEN Supported Actions include:
- Add to Group / Project
- Update Category
- Remove from Group / Project
- Set Owner to
- Update Keywords
- Updating field values (including custom fields)
Review your connection settings and then proceed to Field Mappings:
PieSync will try to find the best matches for your fields and include the most common ones by default. You can turn any of these off as well as add additional mappings:
Note: The"Title" field can only be synced in one direction. More info about this exception can be found here
You can custom map your Daylite Custom Fields and any additional standard fields that aren't included in the default mapping yet. More information on Customizable Field Mapping can be found here.
If you're ready to go, click the 'Start Syncing Now' button or choose 'Save for Later' if you don't want to activate the connection right away.
Once you activate the connection PieSync will begin scanning your accounts for contacts that meet the connection rules you set up; this initial activation could take some time if you have a larger number of contacts or complex rules. You will start to see updated statistics on how many contacts were synced as well as any failures or duplicates, which you can further review.