✔ Available on all subscriptions
What | Sync your Teamwork.com external
companies (clients) and contacts
to Teamwork
Desk. |
Why |
|
Who |
|
When |
|
What | Sync your Teamwork.com external
companies (clients) and contacts
to Teamwork
Desk. |
Why |
|
Who |
|
When |
|
Initial auto
sync
Teamwork Desk sites created after October
2023 sync automatically on
initial setup.
- When you
enable Teamwork Desk from
your existing Teamwork.com account,
your Teamwork.com external company (or
client) and contact information is
copied over to
Teamwork Desk as companies and
customers automatically.
Manage sync
settings
Manage cross-product data sync from site
settings.
- Click your profile icon in
Teamwork Desk's main navigation
menu.
- Select Settings.
- Under General, scroll to Cross Product in the left navigation panel.
- Toggle on the Allow linking option. This links company (client) and customer (contact) information between Teamwork.com and Teamwork Desk. Any companies created in Teamwork.com (and their associated contacts) are automatically added to Teamwork Desk.📝 Sync failed? Click Sync now to manually rerun the sync. This option disappears once the sync finishes successfully.
- Toggle
on the Automatically
create
contacts in
Teamwork option. This
is
optional — new customers added to
synced companies (manually or
through domain matching) in
Teamwork Desk will be created as
contacts in
Teamwork.com.
Teamwork.com
companies
(or
clients) are
synced to Teamwork Desk based
on
name. The
records are combined and
treated
as one —
if any changes are
made to linked properties,
they
will be
updated in both
products.
Synced data
Companies
(Clients) sync
Synced companies are indicated
with a link icon () in Teamwork
Desk's Companies view.
- When a company (or client) is created in Teamwork.com, it automatically syncs to Teamwork Desk as long as the Allow linking setting is enabled in site settings — see "Manage sync settings" section above.📝 Owner company information is not synced from Teamwork.com to Teamwork Desk.
- When a company is created in
Teamwork Desk, you'll have an option
to sync it to Teamwork.com.
- Teamwork Desk customers associated
with a
company are synced to Teamwork.com as
contacts. Teamwork Desk customers
not associated
with a Teamwork Desk company will
not
be synced.
Once a company (client)
is
synced between
Teamwork
Desk and Teamwork.com, any edits
made
to
the following properties are
synced both ways:
- Company
name
- Website
- Email
- Associated
contacts
- Teamwork.com external client
company users and contacts are
added as
customers in Teamwork Desk. See
the "Customers" section below
outlining
essential fields for
successful
syncing.
Customers
sync
Only Teamwork Desk customers associated
with a company are synced to
Teamwork.com.
Teamwork Desk's Customers view
shows:
- Contacts
associated with
Teamwork.com
companies (synced).
- Existing
customer profiles native
to
(created in) Teamwork Desk.
- Customer profiles auto-created from incoming tickets.
In order for customer
data to
sync
successfully, a customer record
must
have the following
populated:
- First
and last name
- Primary
email address
- Company
Non-essential properties
also synced: alternative emails,
avatar/photo, social
networks.
Create new
companies in Teamwork
Desk
When creating new companies in Teamwork
Desk, you can choose whether to also
create that company
in Teamwork.com.
- Check (or uncheck) the Add as a client in Teamwork.com box in the company creation window. If unchecked, the company is not created in Teamwork.com and no sync occurs.📝 This is checked by default when auto sync is enabled in site settings. You can manually check (or uncheck) on a company-to-company basis regardless of auto sync settings.
Delete linked
companies
Impact of deleting a synced
company:
- Deleting a
linked company from
Teamwork Desk breaks the sync and the
company (client) remains in
Teamwork.com.
- Deleting a linked customer from
Teamwork Desk breaks the sync and the
contact remains in Teamwork.com.
- Deleting a linked company (client)
from Teamwork.com breaks the sync and
the company remains in Teamwork
Desk.
- Deleting a linked contact from
Teamwork.com breaks the sync and the
customer remains in Teamwork
Desk.