What fields are we able to sync? Default fields and custom fields
Is the sync bi-directional? Yes, for any sync between Delivra and another solution, there is a bidirectional sync available (unless the other app is read-only, such as Eventbrite or Facebook Lead Ads). The bidirectional sync can also be turned off, or through the rules it can be set up in a way that existing contacts do sync two-way, but that new contacts are only created on one side of the sync.
How often does it sync? Depends on the direction: - for changes from Delivra to the other app, we sync every 5 minutes because Delivra does not support Webhooks yet. - for changes from other apps to Delivra, it depends. If these other apps have webhooks, then it's also real-time. Otherwise, we check for changes every 5 minutes (near real-time)
Is this editable? Can we adjust how often? The sync frequency cannot be changed. If the user needs more control over when the sync runs, the user can essentially pause their current sync, and only resume the sync when they deem fit, though this is far from recommended PieSync use. We recommend to let the sync just run on the background.
Is there a button to push to say SYNC NOW? When setting up the sync you’ll need to explicitly push "start syncing now" for the sync to get started. After that, PieSync will work in the background keeping your data in sync without any user interaction needed. PieSync also offers a `Sync again now` button, that allows users to force a sync. As the sync is near real-time, this button is not being used frequently.
Can we sync leads? / Opportunities? / account level data? Or just Contact Level Data? PieSync is focused on contact level data. So we won’t be able to access deal/opportunity data. Account level data is not yet available but will still be available this year. Right now, we work with leads, contacts, customers, subscribers. Often, there are workarounds to this (e.g. Salesforce)
Where will the client contact for support if they run into issues with the sync? PieSync?PieSync support (firstname.lastname@example.org) - there’s a live chat available for all users. VIP phone support for Enterprise users.