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All you need to know about SyncApps Pricing Plan

SyncApps offers four exciting pricing plans: Enterprise, Professional, Basic, and Free. We have flexible options that will fit business size for data integration needs, whether you’re a start-up, growing business, nonprofit or working in a large company.

We also have Sync Add-Ons available for purchase to further enhance the features you need for your integration.

Definitions

Sync Profile is a SyncApps term for the setup of 2 available software, where data from one application is synced to another application. The technical term for this process of syncing two applications together is integration. Depending on the SyncApps plan you choose, you can set up one or hundreds of integrations for your company with ease. Here’s a link with more information on what a Sync Profile is and what it looks like.

The Sync Scheduling feature allows you to automatically integrate your software without manually tapping the "Sync Now" button. Need to know how it works? Check it out here.

Team Members are the account users of the SyncApps account with access to controls and updates on how an integration has gone. Team Members must have a designated Team Lead who will have administrator privileges of the SyncApps Account, effectively overseeing the rest of the team’s accesses and restrictions. To see how you manage your Team Members, tap here.

Types of SyncApps Subscription Plans

Once you’re done signing up and have completed our 2 weeks Free Trial, the next step is to subscribe to our Paid Plans or just start on a Free one. All subscription plans are available for all integrations!

You may upgrade your account, change billing details, or payment method at any time. Each SyncApps subscription plan differs on available features to match different integration needs. You can always reach out to our 24/7 Support team for advice on which plan is the best fit for your needs.

Free

The Free Plan offers essential features for those who want to connect their key Marketing Automation software to their core CRM, eCommerce or other software. Additional features are available through Add-Ons and upgrading to our Paid Plans.

Here are the available features for the Free Plan:

Basic Plan ($49.99/month)

The Basic Plan is designed for growing businesses, nonprofits and institutions who need to integrate all their software in one platform. Additional features are available as Add-Ons and on higher Plans.

Perfect for any growing organization.

Here are the available features for Basic Plan:

  • 2 Sync Profiles Available
  • 2 Team Members
  • Unlimited records for syncing
  • 6, 12, and 24 hours Sync Interval
Professional Plan ($99.99/month)

The Professional Plan is for the realtime organization who needs all their data integrated now.

This plan includes ALL the listed Major Features that is vital for business growth. You can add unlimited Team Members for your Sales, Marketing, Support, and Finance teams.

Here are the available features:

  • 10 Sync Profiles Available
  • Unlimited Team Members
  • Unlimited records for syncing
  • 1, 6, 12, and 24 Hours Sync Interval
  • Dedicated Integration Success Service
  • Tailored Onboarding and Training by SyncApps Experts
Enterprise Plan ($199.99/month)

The Enterprise Plan includes all of the available Major Features AND special SyncApps features such as real-time syncing, multiple software instances integration, customizations to meet complex business integration requirements, and more.

This plan also comes with free dedicated phone support to meet your business needs for your growing organization.

Here are the available features:

  • 20+ Sync Profiles Available
  • All Integrations available
  • Unlimited Team Members
  • Unlimited records for syncing
  • Flexible Sync Intervals
  • Dedicated Integration Success Service
  • Tailored Onboarding and Training by SyncApps Experts

All Plans have access to 24/7 Support, so if you ever encounter any SyncApps issues, you can always reach us out through support@cazoomi.com or you may book a FREE call through our Services page.

Sync Add-Ons

Sync Add-Ons are additional features for your integration. To know more about the available Add-Ons, see here.

Do you offer discounts for Non-Profit Organizations?

Absolutely! We offer a 50% discount for all non-profit organizations and institutions. Institutions include the education and government sectors. Universities and colleges are also eligible to participate in the SyncApps discount programs.

In your SyncApps account, this discount is automatically applied to all .org, .edu, .ngo Trial emails registered in our system upon upgrade. Please note that the 50% discount is applied to subscription fees only. Add-Ons and Services fees retain their regular rates.

If you're an institution with a different type of email domain, just send our 24/7 team a note so we can get your SyncApps account updated for the 50% discount as soon as possible.

Payment Method

We accept all credit card type payments, but if you prefer a different payment method, or your organization needs an invoice or PO send a note to our Billing team today.

What SyncApps Plan is best for you?

Your integration needs will determine which plan is best suited for you. You can always reach out to our 24/7 Support team for assistance on which plan fits your integration needs best.

The best things in life are FREE Like, our trials.
Try SyncApps for free and let us know what you think.
Getting Started with Integrations
Add-Ons for both Free and Paid plans

Did you know that you can actually add tons of value to your SyncApps plan by getting an Add-On to meet the requirements you might be having from different parts of your business like Sales and Marketing?

 

If you are on a Free Plan or Paid sometimes the best way to meet an integration requirement is using Add-Ons.

The Add-On you grab will be applied to every integration you have running on SyncApps. The Add-On can be applied to all of your existing and new Sync Profiles.

Apart from having some of the best Add-Ons in the market, we also go the extra mile to make sure that you get the best option that suits your needs.

What about the cost, you ask!

Let’s just say that our prices are not only unmatched, the return on investment is worth every single dime!

How do we do that? Simple.

We offer Add-On pricing for any SyncApps Plan starting from just $9.99/month/company!

You can’t beat that! Right?

So, how do you go about pricing when you decide to get an Add-On?

Here's a step-by-step guide.

The first thing you do is Log into your SyncApps Account.

After checking in, head straight to the "Add-Ons" tab in your SyncApps dashboard.

There, you will find a wide range to choose from.

Just pick the one you need to grab today.

You are probably asking what the fuss is with these Add-Ons.

Well, the great thing about Add-Ons is that they make work so easy.

Who doesn’t want that?

They make integration tasks so much easier.

In our case, we offer them for both free and paid plans!

Go on, get yours today, and discover freedom!

Moving along swiftly, we need to show you how to do it. We will start with the Free Plan as our first example.

Let’s say you have decided to add a feature like Campaign Response Sync to your free integration plan. Don’t worry, it’s super easy to do!

Just follow these two simple steps:

  1. Press the Add-Ons tab. SyncApps will display all the Add-Ons that are available for your Free or Paid plans. It will also give you all the details included so that you know what you are getting yourself into.
  2. Select the "Subscribe now" button on the right-hand side of the page, once satisfied with the details, and if your business requirements call for the feature.

If you decided to try before you buy, we’ve got more good news. You can also try Add-Ons with your free trial.

For those who are using the free or paid plan, subscribe to any Add-On using the "Subscribe" button located on the Add-On Subscription page.

Hey, that was easy, right? Did you manage to get an Add-On? Do you agree that it makes integrating tasks so easy?

Check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours of time per year integrating their systems!

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Hope you succeeded. If not, no worries. You can always contact our 24/7 Support with any questions around integration pricing.

 

Terminology

Hi there!

In this article, we'll be tackling the nomenclature you can expect to encounter while you're integrating your software through SyncApps.  For example, we use “subscribers” or "People" over the more common term “users”, to make the SyncApps experience more personal when trialing an integration.

We’ve put together some key software terminology that you'll come across as you integrate your software using SyncApps, featuring keywords and their meanings that SyncApps uses. We hope this article helps greatly!

Should any term seem too technical or undefined for you or your team, feel free to reach out to our 24/7 Support Team for clarification.

 

General Terminology

(Applies to all)

  • Add-Ons - These are paid features that are applicable primarily for Free Plan subscriptions. Meanwhile, they're are optional for Paid Plan subscriptions.

 

  • API - In general terms, an Application Programming Interface (API) is a set of defined functions, procedures, and tools allowing the creation of software that access the data or features of computer hardware, database system, operating system, software library or web-based system.

 

  • API calls  - Represent specific operations that client applications can invoke at runtime to perform tasks, e.g., query data in your organization. Add, update, and delete data.

 

  • Basic Plan - This plan will get your business started with our easy point-and-press integration that saves time. It offers 150+ integrations, unlimited number of records, sync scheduling (6, 12, 24 hours), and 24/7 Support and email.

 

  • Bounced - A marketing metric used if email sent is returned to the inbox with an "email not sent" error message or similar.

 

  • Campaign Response - A way to record responses from prospects or clients in Email Marketing Campaigns. It records bounces, clicks, links clicked, and opens.

 

  • Checkbox - SyncApps Add-Ons that are applicable to selected CRMs only.

 

  • Clicked -  A marketing metric used if the recipient clicked a particular link sent through email marketing.

 

  • Cloud-Based - It's an internet-based application that can be freely accessed from anywhere. It refers to applications, services or resources that are hosted in true cloud infrastructure, and delivered in a software-as-a-service nature via the internet from the servers of a cloud computing provider.

 

  • Consumer secret - The client password used to validate with the authentication server, be it from Twitter, Facebook, or any other server, that authenticates the client.

 

  • Contact - One of the account object types used in SyncApps which pertains to lists of people with their corresponding contact information.

 

  • Database - It's a collection of digital information organized to be easily accessed and managed. Generally speaking, it's updated by knowledgeable programmers or through an interface by non-programmers.

 

  • Data Breach - A security matter in which confidential or secure information is released intentionally or unintentionally, or accessed without authorization.

 

  • Dataloader.io - An internet-based application which works on all major browsers. It helps in importing, exporting, and deleting records from Salesforce through automation, utilizing daily schedules.

 

  • Drag and Drop - A functionality by which the user can select a section of text or an object and drag it to a different location or onto another virtual object and “drop” it there. It is intended for users to easily copy or move items.

 

  • Encryption - The process of converting information or data into a code, especially to prevent unauthorized access.

 

  • Enterprise Plan - This plan has every feature of the Pro Plan with added real-time integration feature in scheduling. All integrations available, unlimited number of records, unlimited account users, sync on-demand, flexible sync scheduling (min, hour, day), 24/7 support and email, custom services, and scheduled phone support.

 

  • Field Mapping - Allows you to send custom form fields such as email and name, as well as other standard fields that are pre-mapped, over to your integration services.

 

  • Filter and Segmentation - A powerful tool where SyncApps users can sync their records from CRM based on the predetermined criteria and vice versa from the other software.

 

  • Firewall Whitelist - Usually contains people, networks or sites that were given access to your computer or you want to access using your computer.

 

  • Free Plan - The Free Plan comes with an unlimited number of records, sync scheduling (Daily Interval), and 24/7 Support. Other features can be purchased as Add-Ons. Available to All Marketing Automation Integrations.

 

  • Full Sync - An Add-On that allows the automation of re-syncing workflow for Marketing Automation Lists/Tags/Groups to CRM, eCommerce, and other database software.

 

  • GDPR - The General Data Protection Regulation is a ruling in EU law which involves the collection and processing of personal data of all individuals within the European Union and the European Economic Area. It addresses data protection, privacy, and control to EU citizens and residents over their personal information.

 

  • Hard Bounce - Permanent bounces of which campaigns will not be able to reach the recipient either due to the email address not existing or is already disabled.

 

  • HTML - Hypertext Markup Language is the major markup language used to display text, images or other resources through the Web. It is a standardized system for creating web pages.

 

  • Integration - Synchronization of business information, two software, through technology.

 

  • Integration platform as a service (iPaaS) - A cloud service which connects software applications, providing a platform that supports data and process integration projects fit for large business-to-business (B2B) enterprises. The service connects a combination of APIs, cloud-based applications and data sources, and on-premises systems, among others.

 

  • Lead - The account object type used in SyncApps which refers to individuals who are interested in your products or services. It may also mean their contact information.

 

  • Main List/Main Audience- A separate combined list of data (Contacts/Leads/Accounts) in your Marketing Automation account from your CRM account. If you have selected multiple Campaigns to be synced from CRM to Marketing Automation, all data or records of your Campaigns will be synced here.

 

  • oAuth - Open Authorization. It is an open authentication granting internet access to services or applications.

 

  • Object Type - A Contact, Lead or Account. With SyncApps, you are required to choose one for each Sync Profile. Only one Object Type will be used per Sync Profile.

 

  • One-Way Sync - In one-way sync, data are copied only from a primary software (source) to a secondary software (target). Data are not copied back to the primary software.

 

  • On-premise software - A software delivery model solution that is installed and hosted within an organization’s premises, utilizing the organization’s native computing resources and requiring only a licensed copy of the software from a software vendor.

 

  • Opened - A marketing metric used if the recipient opened.

 

  • Opt-outs - In general terms, opt-outs refer to methods by which individuals can avoid receiving unsolicited service or product information, usually associated with email marketing and other direct marketing campaigns. In SyncApps, opt-outs are unsubscribed data or contacts and are already excluded from the sync.

 

  • Plug-in - A piece of software that adds features to an existing software program to give it additional functionality.

 

  • Point and Press - One of the core SyncApps features that enables every subscriber to manage their integration environment with simplicity.

 

  • Professional Plan - The Professional Plan is best suited for a thriving business needing unlimited data integration between their disparate systems. All integrations available, unlimited number of records, unlimited Team members, Sync on Demand, sync scheduling (1, 6, 12, or 24 hours), and 24/7 Support.

 

  • Real-Time Syncing - Syncs records from software 1 and software 2, keeping the two software in sync with each other. All integrations on SyncApps platform are bidirectional data integration.

 

  • Reset Sync Process - A process where, if you want to re-sync your data at any time and during the next sync process, all your data between your software will sync. Once you have updated any configuration in your Sync Profile, you must do this step again so that the new changes will be applied in the next sync.

 

  • Security Token - A requirement depending on the software you have.

 

  • Security Token Service (STS) URL - Issues security tokens.

 

  • Segmentation strategy - A useful strategy if you want to track your customers who ordered specific products from your store. It further divides your target market into subgroups that are easier to manage.

 

  • Sent - A marketing metric used if the recipient is a constituent of the Email Marketing Campaign.

 

  • Soft Bounce - Temporary errors that interrupt the sync process.

 

  • Software - Collections of data or instructions.

 

  • Subscribers - People/organizations who pay for a product or services. Also known as the Client.

 

  • Sync / Integrate - The main product of SyncApps. It is what SyncApps does with your software.

 

  • Sync Modes - A term for the direction of integration. It can be found in specific software integrations, where choosing the source of direction and data flow is needed. An example of this is Email Campaign response Sync Mode, which determines what types of data comes back into CRM like Campaigns, Notes, Activities, etc.

 

  • SyncNotes - Information callouts on how a specific configuration works, what its functions are, or how to use it. Just simply hover over to SyncNotes tooltip and the information will then pop out on the right-hand side of your screen.

 

  • Sync Profile - Refers to the setup of 2 available software where data from one software is synced to another software. We also call it integration.

 

  • Sync Reports /Sync Logs  - It is where you can find your Sync Profile's syncing details.

 

  • Sync Scheduling - A part of setting up a Sync Profile. Once arranged, SyncApps will do the syncing based on the determined schedule.

 

  • Team Lead - The only member who can control the SyncApps account, add new Team Member(s), and update subscription and billing.

 

  • Team Member(s) - Members who can access, edit, and run the sync.

 

  • Timezone - is one of the most important settings on your SyncApps Profile, so you can be sure that your emails will be delivered on time.

 

  • Transport Layer Security (TLS) - Formerly named as Secure Sockets Layer (SSL), TLSs are cryptographic protocols widely used for online transactions and internet communications designed to provide end-to-end communications security over networks.

 

  • Trusted IPs -  The IP address of a computer within the corporate network that any client can access from the outside. 

 

  • Two-Way Sync - Syncs records from software 1 and software 2, keeping the two software in sync with each other. All integrations on SyncApps platform are bidirectional data integration.

 

  • Unsubscribed - Opted out of an email Campaign.

 

 

CRM

 

      • Candidate - An Object type that is only available on Bullhorn CRM.

 

      • Checkbox Field Mapping - A feature that lets you sync any CRM Checkbox Fields on your Lead or Contact records to your Marketing Automation List/Group/Segment. This feature is available for Salesforce, Dynamic 365, and Zoho CRM.

 

      • CRM - Customer Relationship Management is an approach to manage the organization’s relationships and interactions with current and potential customers. To improve customer relationships, CRM utilizes data analysis and focuses on driving sales growth and customer retention. CRM has higher precedence in SyncApps over other applications as the system of record.

 

      • CRM Campaign(s)  - A group of specific Contact/Leads/Accounts in your CRM software that is placed in a 1 List.

 

      • CRM Notes - An open text field which automatically creates time-stamps and shows the author of the note.

 

      • CRM Tags - Unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way.

 

      • Custom Module - Lets you organize and keep track of various aspects that help run your business.

 

      • Custom Records - Automatically created by SyncApps after the Sync is completed.

 

      • Federated Authentication -  Supported by SyncApps for Dynamics CRM Online, federated authentication allows members of an organization to use their authentication logins or credentials to access web applications and multiple IT systems.

 

      • Formula fields - In your CRM, it can be used to source value from one object to another. While Pardot can sync with formula fields, a change to a formula field will not trigger a Sync.

 

      • List View - A grouping of records based on a determined set of criteria that displays customer-specific data according to business requirements. It can be used to filter records, change record owners, delete records in bulk, and send mass emails.

 

      • Marketing Lists - Used to sync Accounts (Person Accounts), Contacts, Lead, and Campaign Members to Act-On, Constant Contact, Delivra, ExactTarget, MailChimp, and VerticalResponse using SyncApps.

 

      • Microsoft Dynamics - A branding platform utilized by the Microsoft Company that incorporates both Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software applications.

 

      • Microsoft Flow - This cloud-based software lets users create and automate tasks and workflows across various applications and services without the help of developers. 

 

      • NetSuite's Global Subscription Status - A field on contact records that determines whether or not a contact can receive an email sent through NetSuite campaigns and other email merge-operations. It can be either Soft Opt-in or Confirmed Opt-in when performing an integration using SyncApps for NetSuite to other systems.

 

      • One-Way Sync - In a One-Way Sync, data are copied from a primary software (source) to a secondary software (target) in one direction only, and no data are copied back to the primary software.

 

      • Saved Search - A parameter of searches that are recorded into a group based on a set of criteria that meet the given requirements. Saved Searches help you locate the plan you’ve made that weren’t attained before for future reference.

 

      • SuiteCRM - Specifically for your SugarCRM that is hosted on Sugar On-Demand, it is a free and open-source customer relationship management (CRM) software tool.

 

      • Target lists - Utilized by SugarCRM’s campaigns module as collections of organizations or individuals you want to include or exclude in the campaigns. Each of the campaigns relates to several target lists. These target lists relate to any number and combination of accounts, contacts, leads, targets, and users.

 

      • Tearsheet - Only available for Bullhorn. Tearsheets are utilized to manage and organize lists of users, including the creation of a list of contacts they need to call.

 

      • Token-based authentication (TBA) - A security technique that allows users to generate secure, revocable, non-expiring tokens for integration clients, such as the NetSuite Connector, to use when connecting to NetSuite.

 

      • Web Form - Simplifies the process of sending user information from the website to your CRM system.

 

      • Web Service URL - Helps in configuring or modifying the URL being used to access the report server.

 

      • Zoho CRM Potentials - Also known as Deals, it refers to the number of sales opportunities made from your CRM Contacts. It is essential for any sales organization to generate real business revenue.

 

 

Email Marketing

 

      • Autoresponder - Created by your email marketing, it is a series of personalized automated emails that answers email sent to it automatically.

 

      • Campaign Response - A way to record responses from prospects or clients in Email Marketing Campaigns. It records bounces, clicks, links clicked, and opens.

 

      • Email List - An Email List is a separate list of data (contacts/leads/accounts) in your Marketing Automation account from your CRM account. This is where your campaigns made in your CRM account will be synced accordingly into your Marketing Automation account (called Audiences now in Mailchimp).

 

      • Email Marketing - Allows the creation of personalized and targeted messages to be sent to a group of people through the use of email. This helps in building relationships with customers.

 

      • Email Marketing Tags - Allow storing of additional information about the contacts to enable sending to an even more targeted group.

 

      • Event Marketing (EventSpot) - An experiential marketing of a brand, product or service through promotional events.

 

      • Formula Fields - In your CRM, it can be used to source value from one object to another. While Pardot can sync with formula fields, a change to a formula field will not trigger a Sync.

 

      • Mailchimp Static Segments - A saved segment type which only includes the subscribed contacts who share specific qualities. It is now called tags in Mailchimp.

 

      • Mailchimp Tags - Also known as Static Segment in Mailchimp, this feature helps organize your audience.

 

      • Marketing Automation (ESP Email Service Provider) - Software that provides services for Email Marketing or mailing bulk emails.

 

      • Marketing List Package Version 1.38 - To solve storage usage issues without having to recreate your Marketing Lists in Salesforce, the best practice is to delete the unneeded records using the Salesforce data loader so you don't have to uninstall the package.

 

      • Marketing Lists - Used to sync Accounts (Person Accounts), Contacts, Lead, and Campaign Members to Act-On, Constant Contact, Delivra, ExactTarget, Mailchimp, and VerticalResponse using SyncApps.

 

      • Static Segments - A saved segment type which only includes the subscribed contacts who share specific qualities. It is now called tags in Mailchimp.

 

      • Webhooks - Webhooks allow you to collect information about events as they happen near and in real-time. Once you provide a URL and select the type of information that you want to receive, we’ll send that data to you as the events take place. When you have a SyncApps integration with Email Marketing, Webhooks will then take effect even if you do not run a Sync.

 

 

Financials

 

      • Custom Records - Automatically created by SyncApps after a Sync is completed.

 

      • Custom Roles  - Unique access configurations that contain their own set of permissions for editing or viewing data. These said permissions dictate which tasks can be completed and what the pages users can see within the interface of NetSuite.

 

      • NetSuite sandbox - An isolated test account in which you can develop and test customizations without worrying about affecting your production account.

 

      • NetSuite Sandbox 2.0 - An enhanced sandbox account that provides better accessibility and performance. It enables administrators to change the Account ID to identify Sandbox from Production Roles.

 

      • Netsuite Web Services Dynamic Discovery (WS-Discovery) - It determines a multicast discovery protocol to locate services. Once a discovery proxy is available on the network, the protocol can define the multicast suppression behavior in order to scale a large number of endpoints.

 

      • Saved Search - A parameter of searches that records into a group and a set of criteria that meet the requirements. Saved Searches help you locate the plan you’ve made that weren’t attained before for your future reference.

 

      • Smart List - Lets users create targeted lists from the customer information they saved in Xero. This information, including the transaction history and payment status, are then used to chase invoices that were unpaid, identify those who have successfully purchased a product, create sales campaigns, and many more.

 

      • Standard Customer Form - A form which should be enabled for the NetSuite role to secure a Handshake SyncApps connection. It must remain enabled as it is used by SyncApps to update Handshake ID field.

 

      • SuiteCloud - Built to allow business analysts and technical developers to interact with NetSuite, SuiteCloud is an all-inclusive offering of application, cloud development tools, and infrastructure. It provides cloud customization and integration environment, enabling customers and software developers to make the most out of the benefits of cloud computing.

 

      • SuiteTalk - A web services integration tool that allows NetSuite to be integrated with legacy systems and third-party applications. SyncApps then uses SuiteTalk (SOAP Web Services) to connect to NetSuite API.

 

 

eCommerce

 

      • Abandoned Cart  - eCommerce term for a user visiting a page and leaving it without completing the purchase process.

 

      • B2B - Also known as e-biz, business-to-business or B2B is the exchange of information, products or services between businesses, big or small.

 

      • CPQ (Configure Price Quote) - A sales software used by companies to accurately and quickly generate quotes whenever there are orders. It often works with ERP and CRM software.

 

      • eCommerce -  The activity of buying or selling products online or over the Internet.

 

 

Support

 

      • RMA (Return Merchandise Authorization) - A feature for Zendesk, Freshdesk, and others. The RMA feature for our for NetSuite integration can be utilized after your Sync Profile is created because the RMA feature needs to connect to NetSuite using credentials defined in your Sync Profile from within Zendesk or Freshdesk.

 

      • Tickets - Used to ask assistance or support through Zendesk or Freshdesk for NetSuite integrations.

 

We are constantly updating the terminology page as we add new features related to the API software that we support. If you encounter a term you're curious about in your software integrations, give a shout out to our 24/7 Support Team today. 

 

What is SyncApps?

SyncApps is a cloud-based integration platform, provided by Cazoomi, to sync two or more software applications. Check out our platform here

Top 8 FAQs

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As far as the SyncApps Integration default platform goes, records from software 1 and software 2 will sync bidirectionally (that is, syncing works both ways) based on your Sync Profile Configuration.

  • The system of record always takes higher precedence over the system it's being integrated to. Any record changes will always be synced to the system being integrated to.
  • The system of record data is synced from the system being integrated to only if the email address doesn't exist in your system of record at the time of syncing. Some exceptions to this rule are Mailchimp integrations that use Webhooks on their Update Profile forms, which can update the system of record data.
  • Some fields from HubSpot that can update the system of record data (among others) into existing systems may also be exempt from the previous rule.
  • In each case related to the previous two points, this feature is fully explained in Step 4 of the integration for each field mapping on a software case-by-case basis.

Here are the software available for integration:

Financials: Sage Intacct, NetSuite, Oracle, QuickBooks Online, Mindbody, Handshake, JCurve, and more.

CRM & Marketing: SugarCRM, Delivra, ChoiceCRM, Nimble, Eventbrite, Infusionsoft by Keap, Constant Contact, Mailchimp, NetSuite, Salesforce, Pipeliner CRM, Zoho CRM, Microsoft Dynamics Online and Dynamics 365, Google, Highrise CRM, iContact, SuiteCRM, Navatar, Apto, ActiveCampaign, HubSpot, VerticalResponse, Propertybase, Act-On Software, Pardot, Salesforce Marketing Cloud (ExactTarget), Drip, Klavyio, and more.

eCommerce: Volusion, 3dCart, Mindbody, Shopify, NetSuite, Handshake, Xero, and more.

Support: Zendesk, Freshdesk, Salesforce, NetSuite, Google, MIR3, One Call Now, Basecamp, and more.

Check out our latest videos to see how the SyncApps integration platform & our team can meet all your integration requirements, whether it's for a complicated Enterprise implementation or Small Business software integration project.

 

Can I upgrade, change, or cancel my SyncApps plan at any time?

Whether you are in the midst of our 2 Weeks Free Trial or using our paid plans, you can change your Plan at any time by logging into your account to upgrade, cancel, or change your plan.

If on a paid plan, please log in to your account and tap on "My Account" to manage the subscription, whether monthly or yearly.

If you need to cancel, you can resubscribe anytime from your SyncApps Dashboard.

Please note that you can pause your account as well by canceling. Just let our team know the reason and we'll remind you in 30, 45 days to resubscribe. 

Your integration plan will be canceled, but rest assured that all your settings will be kept intact so that when you return, you can pick up where you left off.

Refund Policy (SyncApps)

SyncApps are billed to your credit card on a monthly or yearly basis. You can cancel the subscription at any time, and you won't incur further charges. However, you are responsible for any charges already incurred before cancellation.

SyncApps offers a Free 14-day trial on all SyncApps solutions. Your first charge will come after you sign up on our Paid plans. You will also be notified by email before your Free trial expires to move to a free or paid plan and will be provided the opportunity to cancel at that time after you are on a paid plan.

If you cancel after you are billed, no refund will be issued. You can cancel your subscription at any time by pressing "Cancel My Subscription" button on My Account page to make sure the subscription is Canceled.

SyncApps maintains that it is the customers' responsibility to cancel their accounts themselves. Emails, phone calls, and/or voicemails are not acceptable methods of cancellation.

2 Weeks Free Trial Process

Wondering what's in the 2 Weeks Free Trial for you? Let's take a look.

After you create an account, your organization will get instant access to all integrations for 2 weeks. We don't require a credit card during the trial, so you get to try SyncApps risk-free.

Our team will email you a week into your 2 weeks trial to make sure all is well, and again before the trial ends so you can choose one of our paid subscription plans (Basic, Professional or Enterprise) or even our Free Plan.

In the 2 weeks Free Trial, all the platform features are available so you can maximize your testing based on your integration requirements.

Once you've purchased the best plan for your business, your current trial account will be upgraded automatically. All your data mapping is just as you left it, intact, so you don't have to worry about losing your data. If you need set-up help, our experts can get you on the right track 24/7.

See who else started on a Free Trial just like you!blobid0.png

 
What is a Sync Profile?

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.

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.

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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. 

Do you need to Sync in real-time now?

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

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Migrating Records by Date from one System to Another

Hello, and you've come to the right place to learn about data migration from a specific start date. 

In this article, we’re going to talk about records migration based on date criteria, which is one of the SyncApps prime features offered on both our Free trial to test out and our paid Subscription Plans.

Here we go!

What is records migration?

Records migration is the key goal of integrations. It’s marrying records from one software to another, whether it’s done manually or through an integration platform. The difference between the two methods is that manual migration takes up a lot of time and effort, while an integration platform like SyncApps does the heavy lifting for you without the error-prone nature of manual efforts.

Don’t have an account with us yet? No problem! Just sign up here, and we’ll give you a free trial, with access to all our platform features to try out.

Now, let’s talk about integration features.

Here at SyncApps, one of our features is records migration based on date criteria. What this means is that you can filter the records and only migrate them based on the date you’ve specified. 

This feature is called Integration Start Date and can be found in Step 6 of setting up your Sync Profile.

Let's just pause a second. Got questions about setting up your Sync Profile? Book a call with our experts today below!

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Ok, so now let’s break down the migration types that the Integration Start Date feature is used for:

First Sync of Newly Created Sync Profile for Historical Syncing

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A newly-created Sync Profile can be set to migrate records from a specific date onwards for historical syncing. Historical syncing marries all existing records and creates a history of records, cache, which will be the basis of future integration Syncs as we only sync changed data once the first integration is run.

Reset Sync Profile for Filtered Record Retrieval

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With the Integration Start Date feature, the platform will use the specified start date in Step 6 instead of retrieving all existing records on both software being integrated. This gives subscribers better control over which records are left untouched and which ones are updated during a Sync Cycle. 

Full Sync for Full Records Migration

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SyncApps will retrieve records since the integration start date. If also using our Full Sync feature be sure to note that as all previously synced records have been migrated to your other software that if choosing a new start date that is later than the previously synced records that the Full Sync will delete those records when it runs as they are before the new Start Date. 

Finally, when changing integration start dates, remember to save the Sync Profile (for new Profiles) or to Reset Sync Profile (for when you’re editing existing Profiles), so that the integration platform remembers your settings. Otherwise, you may have to set your Sync Profiles up again from scratch - as well as re-migrating everything from the start. 

And that’s all for now on Records Migration! We hope this article has helped you.

If you have any further questions, don’t hesitate to get in touch with us through our 24/7 Support Team via support@cazoomi.com. We look forward to hearing from you!

 

Getting around the Help Center

Welcome to our constantly improving SyncApps Help Center! We're always making changes to our look and feel to make finding integration answers and other pertinent information easier and quicker.

Our easy-to-read documentation gets you started on your integration journey by showing you how to set up integrations. These steps work in tandem with SyncApps and the software APIs used by thousands of organizations just like yours.

No content was removed; we've just added to the existing content to make it more comprehensive. Thank you to all of our subscribers who helped us make these changes possible from tons of feedback!

Keep your eyes out for more enhancements as we continue to improve the Help Center throughout the year.

What’s changed?

  • Updated look & feel with better content organization and more intuitive navigation.

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  • Frequently Asked Questions are in focus, making it easier to locate from the Help Center home page.

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  • Notifications alert you to new comments or content that have been added to all Help Center topics that you follow. Just sign in to view them, along with all your previously viewed topics.
  • Integration topics are organized by type of software, so you can follow the topics most relevant to your integration and find answers to your questions more quickly.

Thanks again to all of our subscribers for all the feedback! The new Help Center wouldn't have gotten to this point today without your feedback. We hope to continue providing you with more content, how-to guides and videos to help with integrations that drive your organization today.

Top 8 FAQs

1) Does SyncApps sync data bidirectionally between my two software? 

  • Yes, the SyncApps Platform integrates your data bidirectionally from your key software to other software in your organization, as long as the data or field(s) are API-supported. Connecting multiple software is easy using our integration profile system.

See here for more info… 

2) If I update any fields in my software, will that be reflected or updated in my other connected software?

  • Yes, if these field(s) are configured in Step 4 of the Sync Profile setup, then any changed data from software 1 to software 2 will be updated. In most cases, the system of record, software 1, wins the integration war. Yet, in some use cases, software 2 can update software. This is pointed out in detail in tooltips in the setup of your integration.

See here for more info…

3) Does SyncApps work with historical data? (Data existed prior to migrating data using SyncApps)

  • Yes, we do migrate all your (API-supported) data even if the data already exists prior to using SyncApps. In some cases, the connecting software 2 will just need to integrate first to software 1 then run the sync in SyncApps. Moving forward software 1, the system of record will update software 2 with any data changes.

4) What software is supported with the SyncApps Platform?

  • See our supported software integrations below. If you are in need of customized integration, email us today to have our experts review it.

See supported software integrations here...

5) Can you support my software on SyncApps?

  • The best way to find out is to reach out to our 24/7 Support team about your requested software so they can check it if it is feasible with SyncApps.

See here for more info…

6) When will my requested software or enhancements be available on SyncApps?

  • Once the software or enhancements are feasible, our product development team will give an ETA on when to roll out the new software or enhancements so that our support team can relay this information to you.

7) My field in my software is not available in the Field Mapping drop-down menu in Step 4 of the Sync Profile, why?

  • Make sure that your fields are under the chosen records type in Step 1 (Contacts, Leads, Accounts, etc…). Alternatively, you can tap “Refresh Fields” button in Step 4 of the Sync Profile.

See here for more info…

8) Do you offer phone support?

  • Absolutely! Just book a Free 15-30 minute call with our dedicated Sales Engineers here: www.cazoomi.com/services/. In just fifteen to thirty minutes, the experts at SyncApps can help you narrow down the right software integration for your organization.
    Cazoomi Resources