PieSync Integration Guide

You can now integrate Livespace with multiple cloud apps using our PieSync integration.

The integration provides 70+ different integrations, with new apps being added by PieSync every week.

Integrations include services like Email Marketing & Automation apps, Customer Support, Accounting, eCommerce and much more.


PieSync is an online platform allowing you to connect multiple cloud apps seamlessly. Users can choose what data they would like to sync.

Once sync’s are set-up, PieSync’s 2-way mirroring works seamlessly in the background, continuously updating in real time giving users data consistency across all connected tools.

This also means you will have access to the most up-to-date client information in all your apps, no matter where you are or who has entered the data. You never have to manually transfer data again!

The unique 2-way contact sync creates a connection between Livespace and other tools you might be using.

5-Minute Setup

You no longer have to spend hours configuring your apps directly or adjusting your API.  PieSync provides a fast, easy solution, with one step authorizations.

No installation or download required

The entire syncing solution exists in the cloud, so you don’t have to install or download any additional software. Set up your free PieSync trial here.

Getting Started

Step 1: Choosing your apps

In setting up a sync connection, you first choose the apps that contain the contacts data you need synced. Piesync provides a search bar to quickly get to the apps you’re looking for. After you select the first app, you immediately proceed to selecting the second app. Piesync will connect the two on the next steps.

Step 2: Authorize your apps

In order to use PieSync, you will need to have registered accounts with the apps you selected. At this point, you’ll need to connect PieSync to these apps so we 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 apps, 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.

 


Step 3: Configure your sync

3.1 A two-way sync is made up by at least two rules

Once you authorized  2 apps, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs (do I need one-way or two-way?).

 

 

A two-way sync starts off with 2 rules. Each rule fulfils 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.

If you need a simple all-to-all sync, this is all you need to setup (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.

3.2 Adding conditions & actions

Your contacts don’t behave the same way across apps:

  • In your marketing tool, customers are recipients that move across distribution lists and change subscriber status
  • in your invoicing tool, they have carefully kept address & contact information
  • In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID
  • In your e-commerce platform, new buyers become customers
  • And in your CRM, your customers should consolidate all of this information into a single view

Through PieSync you can and should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status etc. of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs.

What you can do depends from app to app. Typically, it is in the if-clause that you’ll be able to define a segment of your contacts. In the then-clause, you can perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

 

3.3 Connection settings

In addition to setting up sync rules, PieSyncs presents a series of app-dependent options. These include:

  • a toggle to help AVOID DUPLICATES – possibly hard-coded by default
  • handy ways to have PieSync SYNC DELETIONS or SYNC UNSUBSCRIBESacross datasets
  • you should CHOOSE YOUR MASTER APP so that during the initial sync and afterwards, conflicting changes can be resolved
  • in connections that include Google Contacts, we suggest you ADDITIONALLY SYNC TO THE GOOGLE CONTACTS GROUP ‘MY CONTACTS’, especially useful for iPhone users, as your iPhone contacts get synced to ‘my contacts’ in Google by default.

3.4 Field mapping

A contact is more than just a name. All your contacts attributes need to be carefully mapped with one another in a sync.

  • PieSync’s DEFAULT FIELD MAPPING shows you those default fields we will always keep in sync and details how we mapped them between the two apps you have connected. You cannot change these fields.
  • In the CUSTOMIZABLE FIELD MAPPING, you’ll be able to map fields stored in your apps that we didn’t find logical counterparts for. This includes default fields as well as custom fields. You can add an unlimited amount of mappings and remove, enable/disable them anytime.
Custom Mappings are available from the Pro Plan onward.

3.5 Start syncing!

Make sure no other integrations are running next to PieSync for the accounts you have connected in PieSync. Other integrations will have access to your data and have the ability to manipulate as well. For this reason, Piesync recommends using PieSync and nothing else to keep your data in sync.

In case you have a lot of contacts in your applications, the initial sync will take some time, even if you configured PieSync only to sync a subset of your contacts. During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subset) to avoid duplicates during the sync. After the initial sync, it should never take much longer than five minutes for updates to show.


Step 4: Monitor your connection in the Dashboard

Once the connection is running, the activity monitor will be your real-time view of PieSync’s operations. It provides insight in:

  • new contacts being created from your first app to your second app that didn’t exist yet
  • new contacts being created from your second app to your first app that didn’t exist yet (if you did a 2-way sync)
  • updates made to contacts that had been synced & matched up before the update is now also synced up
  • whether your synchronization is active or not – you can pause the connection should you so wish

Avoid Duplicates

When Avoid Duplicates is enabled in the dashboard, PieSync only syncs contacts that have an email address. The email address is the field they match your contacts on between your two databases/apps.

When enabled, what happens during the initial sync?

  • When you have a contact in both applications prior to the sync with matching email address, these will stay in sync once your sync is active.
  • The sync or ‘binding’ established during the initial sync will stay in place from then on. When you change the email address after, it will change on the other side as well (depending on the direction of your sync of course).

When enabled, what happens once the sync is active?

  • When you add a contact without an email address on one side of the sync, it won’t be added to the other app.
  • When you add a contact with an email address, it will be added to the other app and a sync is established between the contact in both apps.

When disabled, what happens during the initial sync?                                                                                     

  • When you have a contact in both applications prior to the sync with no email address, the contact will be detected as a newly created contact in both apps, since there’s nothing (email) to match it on. This can result in the contact duplicating on both sides of the sync (in a two-way sync).

When disabled, what happens once the sync is active?                                                                                    

  • When you add a contact without an email address on one side of the sync, it will still be added to the other app. However, when the contact already exists on the other side, it will be duplicated there. No sync or ‘binding’ will be established without a matching email address, so any changes you make to the contact won’t be reflected in the other app.
  • When you add a contact with an email address, it will be added to the other app and a sync is established between the contact in both apps.

When is disabling recommended?                                                                                                                                             

  • When you’re unsure, please reach out to PieSync directly at; support@piesync.com and explain your particular use-case. They cab confirm whether disabling it is a good idea or whether it will result in duplicates.
  • When setting up a one-way sync (e.g. A→B) to run an export/import of your contacts, with an empty database in the app you’re syncing to (B), no problems should arise.

Some connections have this enabled by default. Can I have this disabled?      

  • This feature can’t be manually enabled or disabled in all connections. In some cases, this feature is mandatory and enabled by default.
  • When keeping all the above information in mind, you still wish to disable this feature, contact; support@piesync.com and they can advise on how best to proceed if we think it will result in duplicates.

What is Customizable Field Mapping?

Customizable Field Mapping allows you to create custom mappings so you can define which contact fields should be kept in sync between your applications, including custom fields.

Important to note – Customizable Field Mapping is only available from the Pro or Medium PieSync Plan and onward.

You can set up customisable field mappings below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. In case you add a custom field in the apps you are syncing, just click the refresh button and the field will appear in the custom mappings list after.

Custom fields are dependent on the apps you have connected and which (custom) fields you have available on both sides.

What are Custom Fields?

Custom fields are fields that are not part of the standard fields offered by the applications you are syncing. In most cases, they are added by the user.

You are able to amend the sync direction of your customizable field mappings according to your specific case.

What is a custom mapping?

Two fields* (standard or custom) kept in sync, defined by the user.  *Some standard fields are already synced in the default field mapping, so worth checking before adding additional custom fields*

Are custom mappings always two-way?

The custom mappings will sync in the direction you have set up in the configuration of your connection, so this could be either two-way or one-way.

However, there are some exceptions where a custom mapping can only sync one-way:

  • When certain contact fields are not allowed to be modified through a third-party integration such as PieSync.
  • When a field only allows some specific values.
  • When two mapped fields are of a different type.

Bear in mind that the general direction of the sync decides your syncing behaviour. When you have your connection configured as a one-way sync in the other way (←), following message will pop up.

IMPORTANT SIDE NOTES

Why are my (custom) fields not showing in the custom mappings dropdown OR  greyed out?

  1. Each field can only be mapped once.
  2. Fields that are used in the built-in mappings (default field mapping), cannot be used in the custom mappings.
  3. Fields in a custom mapping must be of the same or a similar type. You can’t sync a numeric field to a date field for example. When selecting fields in a custom mapping, the list on the other side will only show the fields that can be mapped, unavailable mappings are either not visible or greyed out.
  4. Some types of custom fields (and app & integration dependent) are technically not mappable (drop-down, lists, multiple values)
  5. Fields with multiple values can’t be synced in a custom mapping. In some cases, they are synced in the default field mapping. With multiple values, we mean fields such as emails, phone numbers and addresses where each value has a label to differentiate between ‘home’, ‘work’ and ‘other’ for example.

Why can’t I set up any custom mapping?

This could be caused by one of the following reasons:

  • All standard fields were already mapped by default
  • There are no other (custom) fields available/left to map
  • There are no compatible fields left to map

Adding Custom Fields in Livespace

You can add custom fields to your Livespace account very easily.

Go to your Account Settings > Forms (on the left side column) > select Additional Fields along the top sub-section > choose the section you would like to add the Custom Filed to.

Once you have selected the section (and sub-section), you would like to add Custom Filed to;

  • add the key information you would like displayed
  • add to any Groups or create a Group (applicable if choosing multiple options)
  • include any description you may want
  • Highlight if required
  • Add

** Remember ** Fields in a custom mapping must be of the same or a similar type. You can’t sync a numeric field to a date field for example. When selecting fields in a custom mapping, the list on the other side will only show the fields that can be mapped, unavailable mappings are either not visible or greyed out. **

Integrate CRM with SALESmanago

SALESmanago is a modern tool for marketing automation and sales. It allows, among others:

  • sending emails and newletters
  • identify and monitor vistors to multiple websites
  • automate your marketing by setting rules for keeping the system and sending personalized e-mails and SMS

Livespace CRM allows you to integrate with SALESmanago and take advantage of all the advantages of modern CRM and Marketing Automation.


Read more

iCal – Google Calendar, MS Outlook integration

Livespace CRM tasks can be integrated with other apps which support calendars in formats such as iCal or RSS. This way, you can display Livespace calendar in Google Calendar, Outlook or any other app compatible.


Read more

Gravatar integration

Gravatar is a service allowing you to link an email address with a photo or picture users avatar. Livespace has the option to turn on the integration with Gravatar. If the avatar is found for any of your contacts, it will be automatically used instead of the default blank image visible on its profile and on the contact list. Of course you can still set your own contact avatar for a given person.

If you want to turn on integration with Gravatar, go to the Account settings and click on the Gravatar logo in the Integrations and add-ons tab. Then, press Please turn on avatars in Gravatar to activate the integration.

screenshot_2

The number of displayed avatars obviously depends on how many of your clients use the services and set the appropriate pictures for their email addresses.

One thing is certain – the contact list with photos looks much better 🙂

Google Chrome integration

Livespace CRM plugin for Google Chrome allows you to add new contacts and deals quickly and directly from your browser. You can download our plugin from Google Store, here: chrome-social-contact.


Read more

Dropbox integration

Livespace gives you a possibility to both upload files from the computer on which you are working, and use the files you keep in the Dropbox (http://www.dropbox.com). In the first case (uploading from your disc) selected files are placed in the Livespace server and you can access them at any time. In the second case (Dropbox) only a link to the file from Dropbox is stored in Livespace, so if you delete a file from Dropbox, it will be no longer available in Livespace, too. Read more

Prześwietl.pl integration

After you integrate Livespace CRM with Prześwietl.pl, you will be able to quickly complete the information about your potential customers, completing all the data by reference to their tax identification number (NIP) or company registration number (REGON). With only one click!

Important: this feature is available in the Polish version of Livespace only!

Filling company details automatically

When you add a new company to Livespace, start with typing in its NIP number. You will see the icon that will allow you to download further company details from Prześwietl.pl database.

Clicking on the icon will automatically download the address and corporate information. The name and address details of the company will fill out automatically. Now you can approve it with the Save button.

nipnip

How to activate or deactivate the integration?

The integration is enabled by default. To turn it off or restart, go to the Account settings > Integrations and add-ons > Prześwietl.pl and select the proper settings.integra

 

How to add contacts from Prześwietl.pl to Livespace?

Using our plug-in for Google Chrome you can save your contacts directly from Prześwietl.pl to your Livespace CRM. Just go to the profile of the chosen company. The icon to add the company to Livespace will appear in the address bar.en

If you need more information about our Google Chrome plug-in, read this article.

List of integrations

Livespace can be integrated with various tools and solutions. Below, you can find detailed information about the available integrations.

  • PieSync – provides a 2-way sync of your data between, Livespace and your favourite cloud apps, in real time! Choose from over 70 different apps. This means you’ll have access to the most up to date customer information, no matter where you are, or who entered the data.
  • SALESmanago – a tool that lets you tap into the power of marketing automation and allows to take more marketing actions.
  • iPresso –  a tool for maximising the communication potential in all facets of client contact.
  • Datera Call-eX – a telephone switching system (IP-PBX) for offices and the telemarketing industry.
  • Landingi.com – a tool for creating various landing pages that help manage the acquired leads.
  • Google Chrome add-on – a Google Chrome extension offering a quick way to add a contact.
  • Prześwietl.plbusiness information and verification. Get all the information about your potential business partner gathered from various sources and shown together in one place.
  • Dropbox – a file sharing service.
  • IMAP – a protocol that allows for email account integration.
  • Gravatar – pictures/avatars of clients auto-assigned based on their e-mail address.
  • iCal – Livespace calendar in Google Calendar and Microsoft Outlook
  • RSS access to Livespace notifications and activities in RSS format.

Livespace also has API that allows you to quickly integrate other tools and applications used in your company. Read more about that here.

 

Landingi.com integration

Landingi.com is a very friendly service that allows you to create perfect landing pages with a simple visual editor. By integrating it with Livespace CRM, the information (records) entered into the landing page forms are send directly to Livespace. If you want to integrate it, just copy the API keys from your Livespace account to the settings form on the created landing page.

Where to find the Livespace API key

To download the API key, log in to Livespace and go to the Account settings > API.

On the right side, you can find a list of people in Livespace and their API keys. To enable adding new contacts on behalf of a specific person, display and copy the API data for this person. These are two parameters: API key and API secret. They will be necessary to carry out the integration with Landingi.com

api

 

Integration with Landingi.com

To connect a landing page to your Livespace account, log in to Landingi.com and go to the editing form of the specific pageThen, when you see a form intended for entering data, select Edit option to determine where the saved information should go.

landingi-edit

 

From the menu on the left select Settings taband then, in the Sending method field, choose Livespace. Complete the three parameters necessary for the proper integration:

Name of your Livespace instance the address you use to log in to Livespace, but without the “http://” or “.livespace.pl” part (for example, in the case of “http://demo.livespace.pl” it will be simply the word: “demo”)

Your API Key – that you previously copied from Livespace

Your API Secret – that you previously copied from Livespace

landingi-forms

After completing the form, confirm the entered information and go back to your landing page edition. From now on, your obtained contacts will be saved directly into Livespace CRM.

Landingi.com will also match the content of the landing page form fields to the proper fields in Livespace, depending on the selected type of a form.

 


Worth knowing:

  • If the information from landing pages is not saved, make sure you correctly copied your API key and API secret – for example, check whether there are any adjacent spaces before / after the keys you typed into the form.
  • Currently, the integration requires you to select a user on whose behalf information will be added to Livespace. Our API is still being developed and we plan to introduce more freedom and flexibility here. But at present you need to use the API of a specific user, so the added contacts will be marked as added by them.

 

Datera Call-eX integration

Integration of your Livespace account with Datera Call-eX VoIP system allows you to easily record your calling history. In the history of the given contact, you will find information about all the performed conversation. You can listen to it, as well as download the recordings of conversations. The integration also allows you to call the customer with a single click, without having to dial a number and allows automated display of a given customers profile when you receive an incoming call.
In this article you will find:

Recording the history of calls on customers profile

Integration with CalleX allows you to automatically record the conversation history on a contact’s profile. If you call a customer with active VoIP, or if a customer calls you, this information automatically appears in the history of your contacts with this customer, as the new post on the wall.

Recording the history of calls on the user profile

In the same way, as it does in the case of a customer profile, history of incoming and outgoing phone calls is presented on each Livespace users profile. The specific icon of a person visible by the post depends on who performed the data connection (client or user).

Filtering the types of posts by calls

Starting the integration with Datera brings up a new filter on the contact wall  Phones. It allows you to quickly show only the alerts related to the call history.

Listening to recorded conversations

If you have Datera subscription allowing you to store conversation recordings, you can listen to them quickly by going to a given profile in the Livespace contacts history.

By default, saved conversations are not stored in Livespace, so they do not take your disk space. Saving them to CRM takes place at the time of your first attempts to listen to it. You can also download recordings in MP3 format.

Information about incoming calls

In Livespace, you can display information about incoming calls with automatic matching the contacts by its phone number. Clicking on the message opens the contact profile and allows you to familiarize yourself with the history of contacts (eg. emails, notes) with the given customer. It also gives you the access to additional information that may be helpful during a call.

For the proper use of this feature, you need to configure the CTI Styk service in the Datera CalleX settings. Then, you need to introduce the CTI Styk information to Livespace settings.

Executing a call from Livespace

Having the active Datera integration you can quickly make calls to customers from the CRM system, without having to dial a number on the keypad or using additional application supporting VoIP.

Clicking on a phone number in Livespace displays a question on making a phone call. If you confirm that you want to make a call using Datera CalleX, the connection will be established.

First, the telephone number linked to the specific Livespace user calls. After picking up the handset you will be connected to the chosen Livespace number. If the specific Livespace user has several phone numbers, he will be able to choose from which the call is to be made.

Statistics of executed calls

Launching integration with Datera allows you to automatically count the number of dialled calls and to take them into account in statistics. Call statistics are available in the Statistics tab, in Activities section.

Call list

The list of all conversations with the numbers of your Livespace users can be found in the Notifications > Calls.

List of conversations shows the calls from all phone numbers added to Livespace. It also gives you the possibility to quickly filter the conversations, so that you can find only those ones that are really interesting to you.

You may also find conversation with the numbers that are not assigned to any contact on the conversation list. Such talks can be quickly assigned to the existing contact on the list, with simultaneous completing it with a phone number or creating a new contact.

How to run the integration?

To configure the integration with Datera: 

  1. Go to the Account settings 
  2. Click Integrations and add-ons > Datera section in Livespace.
  3. Choose the option Connect your existing Datera Call-eX account.

In the Account information section type login information for the Datera panel:

  • Login
  • Password
  • Domain name or IP address

In the Settings tab, you need to activate integration and customize settings to your needs. This is where you can make a decision:

  • Do you allow making a connection after clicking on the number in Livespace?
    (turning it off will make it not possible to make a quick call from Livespace)
  • Do you want to download the history and call recordings from the Datera archive?
    (turning it off causes that the history of conversations is not recorded in the Livespace contact history)
  • Do you want to see notification of incoming calls in Livespace?
  • Who have the permissions to see conversation history?
    (everyone, or the persons executing the connection and Livespace managers only)
  • Do you want to record in the history only these conversations that lasted longer than a certain number of seconds?

The last step is to assign numbers to the individual Livespace users. You will need to enter the phone number and Datera SIP login for every single user.

iPresso integration

Livespace allows for a two-way synchronization of your contacts with iPresso and iPresso Express.

Read more

Information from CRM on your mobile device and email client

By using RSS feeds you can be informed what is new in your Livespace by any RSS reader computer, mobile phone or tablet. Read more

API – documentation and information

Livespace API allows you to integrate Livespace with many external applications – you can do it on your own, or in cooperation with our support team.

In this article you’ll find:

API capabilities

Livespace API allows for the fully automatic addition of the new contacts that filled out the registration/contact form and send it to the CRM system.

In practice, this usually means performing the activities such as:

  • Filling in the contact form
  • Leaving the data on the website
  • Setting up an account in SaaS – type application
  • Automatic addition of a deal after making a purchase in the online store
  • Supplementing the information about contacts from another system used in the company

After integrating the used registration/contact form with Livespace, your data will go straight to Livespace CRM, with regard to the proper origin of the contact. Livespace API is available free of charge for each user account.

From the API level, you can also add, delete and unblock users (if they are blocked, for example, after several unsuccessful login attempts). This option is available only after enabling it in the Account Settings > API> Settings.

Documentation

Detailed information about the API can be found in the Documentation.

SDK for PHP

To make it easier to communicate your applications with our API, we prepared SDK for PHP. Using the SDK you can easily communicate with the API, focusing on the performance of specific activities rather than on the details of communication and data exchange.

To obtain the SDK library, please contact us using the address: support (at) livespace.io