Sync: A Comprehensive Guide to Optimizing Your Data

Optimizing Data Synchronization

Properly preparing your data before synchronizing them with Integrator is helpful for ensuring seamless and successful integration. By taking the time to pause other syncs, back up your data, clean up contacts, review data accuracy, and conduct a test run, you minimize the risk of data conflicts, loss, or duplication. This preparation ultimately saves time, improves data quality, and enhances the overall efficiency of your Integrator experience.

Step 1: Pause Other Syncs Before starting with synchronization, ensure you pause any other ongoing integrations (from other tools or even other scenarios). This prevents any potential conflicts. Visit your CRM’s account settings to check if any data is already being synced one way.

Step 2: Back Up Your Data Creating a data backup is essential in case of accidental deletions or modifications. Google Contacts, iCloud, and ContactsPlus store temporary versions of your contacts, allowing you to restore a previous state if needed. This way you don’t have to worry about losing any data in the process

Step 3: Clean Up Your Contacts Now it’s time to remove any unnecessary contacts and tidy up your list. Empty Google’s “Other Contacts” folder if it’s filled with outdated information. Use the “find & merge duplicates” features in Google/iCloud/Outlook or your CRM to eliminate duplicates. Integrator can detect these changes in real time, keeping your contacts up-to-date.

Step 4: Review Your Contacts Perform a manual check to ensure the “find & merge duplicates feature” worked effectively. Manually merge any undetected duplicates and remove outdated contacts or addresses. Remember, two’s company, but three’s a crowd (especially when it comes to contacts)!

Step 5: Test and Study Before syncing your entire contact list, initiate a test run. Create a test contact list in the system and send some of your data first. This allows you to verify the process and make any necessary adjustments before syncing all your contacts. Make sure to read other related articles in the documentation to ensure a smooth and successful syncing process.