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This guide will lead you through the process of PieSync synchronization usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving. Requirements:
Created: November 2019 Permalink: https://confluence.wildix.com/x/CgCqAg |
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Choose your app
In setting up a sync connection, you first choose the appsapp that contain contains the contacts data you need to be synced with Wildix. Choose Wildix it from the list, or by using the search bar.
After you select Wildix, you immediately proceed to select the second app.
Let's choose Freshdesk as an example.
Log in to your apps
In order to use PieSync, you need to have registered accounts with both Wildix and the app you selected. At this point, you'll need to connect PieSync to them so it can fetch the contacts data configuration. You do this for both apps. If it is the first time using PieSync, you will need to authorize both Wildix and another app, one after the other.
If you have previously set up a connection with any of these apps, you can choose to re-purpose that authorization. Of course, you can also choose to login to your apps with a separate account too.
If it's your first login, you should log in to your Wildix account using nex info:
- Subdomain — Your PBX name
- Username — Collaboration extension number or username to account with permission to use Phonebooks
- Password — Password for that account
After you logged in, you should specify Wildix Phonebook to sync.
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You cannot create Phonebook in this popup. You should create one, before setting up the synchronization. |
Configure your sync
A two-way sync is made up by at least two rules
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A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.
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example, rule 1 dictates that for every contact that PieSync finds in Google Contacts, PieSync will update or create one in Copper in case it didn't exist already there. Rule 2 completes this 2-way sync: for each contact that exists in Copper, a counterpart will be updated or created in Google Contacts. For instance, if you don't need all of your Copper contacts into Google Contacts, simply remove this rule! |
If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but the Pro plan and onward allow for more. Why would you need more than 2 rules? Read on!
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