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Syncro PSA Integration
Setting Up & Managing The Syncro PSA Integration
Setting Up & Managing The Syncro PSA Integration

Syncro PSA Integration

Christian Martin avatar
Written by Christian Martin
Updated over a week ago

How does the integration work?

Users will be able to import/export records from GlassHive into Syncro and vice versa . Importing will take an hour or more depending on the amount of records the user has in their Syncro account. Exporting will be faster than the import since only one contact/company will be uploaded at a time and could take a few seconds to several minutes.

This process is not automatic. Users need to click on import every time they want records to get imported from Syncro into GlassHive. To export from GlassHive into Syncro, users will need to go into the specific company and contact profile page to be able to export the records. You cannot bulk export records since the key here is to avoid sending clutter to Syncro and only send records that have an opportunity attached to them.

⚠️ Important: Whoa! You recommend a backup before turning on the integration? Why?

The Syncro integration will sync information on both GlassHive and Syncro's side. When you have a large dataset in GlassHive and large dataset in Syncro, there could be a huge disconnect between that data. Thus, when you turn on the integration, it will attempt to merge the differences, taking whichever record is more current.

You can mitigate this difference by uploading an export of your Contacts before turning on the integration. However, there is always a risk when merging large datasets that your Contacts and Companies can change in ways you don't desire. This is why we always recommend a backup in case you weren't prepared for the changes that may occur.


HOW SYNCRO ➡ GlassHive WORKS
The import will be done under your account settings


You must complete all the mapping in the following order : Connection ➡ Users ➡ Companies ➡ Contacts ➡ Opportunities

Every time you choose to import, you must go back to your account settings and click "Import" in the following order : Companies ➡ Contacts ➡ Opportunities

STEP 1 : SAVE CREDENTIALS

  • Following the steps provided in the integration, create and add your credentials then check if they are valid.

  • Once validated your account will be connected to GlassHive

    STEP 2: MAP USERS AND INVITE USERS

  • Import users by selecting role type. E.g. "No Types, Marketer, Salesperson,..."

  • You must click on "Invite" under your account settings, every time you want to invite new members. This will also link GlassHive users and Syncro users that have the same email addresses for their accounts

    STEP 3 : IMPORT COMPANIES

  • Import companies by selecting "Import". As Syncro does not support company types, all companies inside of Syncro will be imported into GlassHive.

  • Please note that any companies integrated into GlassHive from Syncro can be found under Contacts - Companies - Sort by date created.

STEP 4 : IMPORT CONTACTS

  • Import contacts by selecting "Import". Syncro does not support contact status so all contacts inside of Syncro will be imported into GlassHive.

  • Contacts imported from Syncro will be placed in a list called "Syncro General"

STEP 5 : MAP AND IMPORT OPPORTUNITIES

  • Opportunities will only be linked to the salesperson if the salesperson exists in both GlassHive and Syncro. All opportunities will import with or without having a salesperson linked to the opportunity.

  • Only the Name and GlassHive opportunity status will get updated

HOW GlassHive ➡ Syncro WORKS

The export will be done under the Contact/Company Profile Page

You will be able to export directly from the Company or Contacts profile page. All your mapping must be completed to be able to export records.

Contact Export:

  • To export a contact profile from GlassHive into Syncro click "Send to Syncro" then you have the ability to select what data you would like to send from GlassHive to Syncro.

Company Export:

  • To export a company profile from GlassHive into Syncro click "Send to Syncro" then you have the ability to select what data you would like to send from GlassHive to Syncro.

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