Answers - Quick Links

Only 100 records sync, 1 Campaign or List and 1 Email Campaign syncs back, why?

If on our 2 week free trial for SyncApps we only sync 100 records, 1 Campaign, Marketing List or Tearsheet, including 1 Saved Search. 

100 opt-outs sync back to CRM on all SyncApps Free Trials.

We limit our records sync so that you can test with complete confidence that you are not going to mess with your CRM or system of record data as in our Paid plans you can sync unlimited records on each scheduled sync or on demand.

We also allow unlimited Campaigns to sync every 24 hours.  If needing Campaigns to sync more often than every day please use our Enterprise plans.

Be sure to also check the below when using any Email Marketing platform to sync data:

  • Only contacts and leads with valid email addresses will be synced.
  • Also if two or more contacts or leads have the same email address, then only one contact or lead will be synced for that email address.
  • Role addresses, group addresses and aliases email addresses are excluded in the sync.
    Examples: abuse@, admin@, serviceadmin@, all@, everyone@, ftp@, sales@, marketing@, @yahoogroups.com, @googlegroups.com etc.
  • Any Contact that is opted out in your CRM is excluded on any sync (in Zoho CRM and NetSuite)
  • Contacts that have Do Not Allow, donotbulkmail set to true are excluded on each sync (in Microsoft Dynamics CRM)
What are SyncApps?

SyncApps is a cloud based integration application, provided by Cazoomi, to sync two or more software applications.

How safe is my data?

Cazoomi is powered by Rackspace’s powerful data centers, which are protected by state-of-the-art enterprise-class physical and firewall security so you know your data is always safe as it moves thru your SyncApps. Cazoomi does not store any customer data.

What is a Sync Profile?

A Sync Profile refers to the setup of 2 available software applications where one application is synced to another application. This includes all the settings for both applications including connection configuration, Sync Addon selections, field mapping and Sync scheduling.

To see what a Sync Profile is please check out "How it Works" or hover over any SyncNotes in your setup to get detailed information on that specific integration service or related item.

How does the 2 Weeks Free Trial work?

After you create an account, your company will get instant access to all sync profiles for 2 Weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

Our Cazoomi team will email you 7 days into your 2 Weeks trial to make sure all is well and again before the trial ends so you can choose one of our three paid subscription plans including, (Basic, Professional or Enterprise) or even our Free Plan for Constant Contact customers.

You'll purchase the best plan for your business and your current trial account will be upgraded automatically so that all your data mapping is just as you left it, intact. If you need set-up services we can also provide Cazoomi Services.

https://syncapps.cazoomi.com/pricing

Need real time syncing try our Enterprise plans.

What does this "Reset Sync Process" button in my Sync Profile page do?

SyncApps always tries to sync only modified data between your software applications. This method is a best practice rather than trying to sync all data each time you run your SyncApps.

Let's face it sometimes the APIs of different software apps go down so you might not have your marketing Lists populated in time or you need to true up your CRM to your Marketing Automation solution.

If all of your data needs to be re-synced, at any time, please click on the "Reset Sync Process" button and during the next sync process all your data between your software applications will sync.

*Please note - you will not lose your previous settings in your Sync Profile.

Why are not ALL my campaigns from my Email Marketing application being synced to my CRM during my Trial?

During the 14 day free trial only 1 Campaign will be synced per day.

On paid plans you can schedule the time of day to sync Campaigns each day and if you need more Campaign sync times per day do let us know as this feature is available on our Enterprise plans.

How SyncApps Integration Works in Real Life

Select your SyncApps - integrate your business Apps!

Video >

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

After you create an account, you and your company will get instant access to all Sync Profiles for 2 weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

How can I delete my account?

You can delete your account by following the steps below:

  1. Login to your SyncApps account.
  2. Press on the My Account link at the top of the page.
  3. Press the Delete Account Button on the page.
  4. Press OK, delete my SyncApps Account.
  5. Type your password to confirm, and then press on Finish.
  6. The confirmation box will appear stating that your Account has been deleted and a confirmation email will be sent to you shortly. Press OK.

Cazoomi Rackspace infrastructure is growing rapidly! (Trusted IPs added)

Two new IP Addresses to add to SyncApps white-list, Trusted IPs for On-premise & Salesforce subscribers

 


Please make note to add new Cazoomi server IP addresses: 50.57.94.62,  162.242.161.75, and 104.239.198.175 to your firewall white-list, Salesforce trusted IPs, NetSuite IP address restriction,  SugarCRM on-premise, MSCRM, Parature, JIRA or other on-premise software.

As we continue to grow, we have updated our Rackspace infrastructure which will take effect starting today and over the next few weeks.

We have added 3 new server IP addresses: 50.57.94.62, 162.242.161.75, and 104.239.198.175.

As on-premise users of SyncApps or NetSuite, Salesforce Trusted IP subscribers please add these IPs above to your approved white-list or Trusted IPs for NetSuite, Salesforce today to avoid any SyncApps connectivity issues.

Salesforce Error Example: 

 
NetSuite Error Example:
 
Error on sync: Invalid login. IP Address does not match any of the IP Address rules specified for this entity. (Error code: USER_ERROR)

Solution:
 
Add the SyncApps IP addresses to trusted networks list.

Salesforce Specific Error Issues:
 
Invalid username, password, security token; or user locked out. Are you at a new location? When accessing Salesforce--either via a desktop client or the API--from outside of your company’s trusted networks, you must add a security token to your password to log in. To receive a new security token, log in to salesforce.com at http://login.salesforce.com and click Setup | My Personal Information | Reset Security Token. (Error code: LOGIN_MUST_USE_SECURITY_TOKEN)]
 
Solution:
 
Add the SyncApps IP addresses to trusted networks list.

Feel free to email our Support team [support@cazoomi.com] if you have any problems which you need to address as we are really excited to have you as subscribers for the next growth build-out at Cazoomi.

Thanks again for being a SyncApps subscriber and let us hear from you on community.cazoomi.com when you have questions, enhancement requests or any issue.




How do I find my Sync Profile ID or URL?

To find your Sync Profile ID or URL please press the link to a Sync Profile on your dashboard. The Sync Profile ID is located right underneath the Summary and the URL is in the browser next to the "lock" icon.

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