✔ Available on all subscriptions

What
Sync your Teamwork.com external companies (clients) and contacts to Teamwork Desk.
Why
  • Align data between your Teamwork Desk and Teamwork.com sites.
  • Reduce manual effort and data duplication.
Who
  • Teamwork Desk site owners can enable the data sync.
When
  • You want to sync data across your Teamwork.com and Teamwork Desk sites.
  • You are setting up a new Teamwork Desk site and need to align with your Teamwork.com data.
What
Sync your Teamwork.com external companies (clients) and contacts to Teamwork Desk.
Why
  • Align data between your Teamwork Desk and Teamwork.com sites.
  • Reduce manual effort and data duplication.
Who
  • Teamwork Desk site owners can enable the data sync.
When
  • You want to sync data across your Teamwork.com and Teamwork Desk sites.
  • You are setting up a new Teamwork Desk site and need to align with your Teamwork.com data.

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 contact sync settings

Manage cross-product contact sync from site settings.

  1. Click your profile icon in Teamwork Desk's main navigation menu.
  2. Select Settings.
  3. Under General, scroll to Cross Product in the left navigation panel.
     
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  4. 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.
 

Synced data

Companies (Clients) sync

Synced companies are indicated with a link icon (Image Placeholder) in Teamwork Desk's Companies view.
  • When a company (or client) is created in Teamwork.com, it automatically syncs 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.

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.