Multiple Rules

1) WHAT ARE MULTIPLE RULES? 

When configuring a sync between two apps, you always have to set up one rule by default. Depending on the app, you can choose to only sync a subset of your contacts by filtering them based on tags, groups, lists,... In some cases, you have the (additional) option to sync all your contacts at once.

You can set up more than one rule (filter): this feature is called Multiple Rules and is available from the Medium plan onward. The number of rules you are allowed to set up in one connection is unlimited and dependent on the number of subsets you have and want to keep in sync between two apps.

2) WHERE CAN I SET UP MULTIPLE RULES IN THE DASHBOARD? 

Click on the + next to “Need more sync operations? Add another rule…” to add multiple rules:


When you sync two apps, you can sync between different subsets of your contacts by creating multiple rules in the configuration of your connection. See below an example of multiple rules set up between Google Contacts and Podio. Multiple Google Contact Groups are synced with Multiple Podio Contact Tags.

If you want to remove a rule, just click on the X and the subsets  you chose there, will no longer be in sync.


4) HOW COME I CAN ONLY DEFINE DIFFERENT CONTACT SUBSETS ON ONE SIDE OF MY RULES?

When you sync between one app where you can't define different subsets or where you need authorization for each new subset (see 6) below), and one app where different subsets can be defined in one connection, multiple rules can still be set up but you are only able to differentiate subsets on one side, in each new rule.

Here below you see an example of a sync between multiple Insightly tags and one Campaign Monitor list.

5) HOW COME I CAN SET UP MULTIPLE RULES, BUT CAN'T DIFFERENTIATE? 

When you sync between two apps where you can't define different subsets (see 6) below), multiple rules don't apply. You'll see the option, but the same setup will appear as we won’t be able to further define any other subsets to sync between, other than what was set up in the first rule.

We are planning to disable the multiple rules option for use-cases like this, as we understand this can be confusing.

Here below you see an example of a sync between Office 365 Outlook.com and MailChimp where we need authorization for each new subset. In this case a folder in Office 365 Outlook.com and a list in MailChimp.

6) MULTIPLE RULES ARE NOT APPLICABLE FOR THE FOLLOWING TWO LISTS OF APPS:

6.1) Apps where we only sync ‘All Contacts’ and therefore, no subsets:

For a couple of apps we support, we don’t offer the availability in the dashboard (yet), to filter and define subsets of your contact to sync with. Here below, you can find an overview of the apps where this is currently the case, the filter is “all contacts” by default.

6.2) Apps where each filter needs authorization, and therefore a new connection instead of a rule:

For another small portion of our connector apps, we need authorization for each new subset of your contacts. Therefore, you’ll need to set up a new connection for each subset rather than a rule. In those cases, you need to already choose the subset in Step 2 of setting up a sync, where you authorize your apps. Here below, you can find an overview of the apps where this is currently the case.

 

Do you have more questions about Multiple Rules? Just drop us a line at support@piesync.com, happy to help! 


Don't forget to read our blog for the latest in productivity, apps, and technology!