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Quick Start

Set up your sync in less than 5 minutes

Stacksync syncs data across your tools. When you update data anywhere, it updates everywhere.

You can create your first sync in under 5 minutes. Here’s how:

Step 1: Create a new sync

From your dashboard, click "Create a new sync".

Stacksync Syncs dashboard listing paused syncs with the "Create new sync" button highlighted at top right.

Click "Create a new sync"

Step 2: Connect your apps

Click each app you want to sync. Connect them in one click.

Stacksync "Create New Sync" Connect Apps step with sync name, data processing region and connected app tiles, Salesforce selected

Connect your app in one click

Step 3: Map tables

"Link Tables" step pairing Salesforce and HubSpot tables via "Select Table" dropdowns with sync direction arrows between them

Map tables between your apps

If both apps contain tables that should sync together, select them side by side.

If you don’t yet have a matching table in the other app, Stacksync can create a pixel-perfect schema for you. ✨

In most cases, you’ll let Stacksync create new tables for you. You can also create them yourself.

You can also choose the sync direction: one-way or two-way sync. 😍

Step 4: Map fields

For every table you want to sync, you will map fields (i.e., columns) together.

Stacksync uses AI auto-mapping, which finds the best matching pairs for you so you don’t have to do all the work manually. You can modify the proposed mapping as you like, with maximum flexibility.

"Map Fields" step mapping Salesforce AIInsightFeedback Id to HubSpot Appointments id, with a "Sync More Fields" button

Map fields in Stacksync UI

Field names do not have to match.

Field types must be compatible. They don’t need to match exactly. They just need to be semantically compatible.

Step 5: Turn sync on!

Stacksync Syncs list with the toggle for "The Sync Legacy" highlighted and switched on to "Syncing" while other syncs are "Paused"

Turn sync on and data starts syncing between your apps!

That’s it! 🎉 Data will start syncing between your tools.

With real-time, two-way sync, you can edit data in any synced app. It updates everywhere.

After turning the sync on, check the issues dashboard for sync errors from your connected apps. Open it from the left menu in Stacksync.

👉 Keep reading!

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