When syncing contacts to kvCORE it can seem a bit confusing as to how your integration will look for a match in order to determine if a contact needs to be update or if a new contact needs to be created. This article will guide you through understanding how our service will look for a match and help you determine if you wish to have contacts created and/or updated.
In this article we will discuss...
How does it look for a match?
Our goal when syncing contacts to kvCORE is to prevent duplicate contacts from being created. In order to do this our service will perform a series of checks comparing the contact in question to the existing contacts in your kvCORE account. This will help us determine whether or not there is an existing contact card that needs to be updated or if a new contact needs to be created.
First, we will search your existing contacts and look for a match by their email. We then take into account if any filters are setup on the workflow to only sync specific agent's contacts.
Then, if we do not find a match, we will search your existing contacts by their phone number. Again, we will then take into account if any filters are setup on the workflow to only sync contacts from specific agents.
If no matching contacts are found after those searches, we will then create a new contact.
Choosing Between Creating / Updating Contacts
We have made a recent change to our kvCORE integration where you can now select whether you'd like to have our service create contacts and/or update existing contacts. This will be especially helpful when selecting which subscription plan will be best for you based on the amount of data you expect to sync as you will now have control on whether our service creates new contacts, updates existing contacts, or both.
Here is a breakdown of how these settings work...
Add a Contact
By selecting only this option, we will search your kvCORE account for an existing contact using the rules mentioned above. Should we not find any matches, a new contact card will be created.
Update Contacts
By selecting this option, your integration will only send updates for existing contacts that it finds matches for using the rules mentioned above.
If you were to create new contacts in your application, those contacts will not be moved over to kvCORE.
Update Contacts - Do not overwrite existing information
When selecting to have updates on contacts moved over to kvCORE, users will have an additional option to select - Do not overwrite existing information. By selecting this option, your workflow will look for a match using the rules above. When it is able to find a matching contact to update, we will then only update the fields that are empty in kvCORE based on your settings.
For example, let's say you have a contact, John Smith, that already exists in both Google Contacts and kvCORE. In Google Contacts he has a mobile phone and an address, but in kvCORE he only has a mobile phone. With this option selected, only the address will be updated since the mobile phone field is not empty.
If you still have questions and want to make sure you select the correct options, please reach out to our Support Team.
Happy Syncing!
