Configure how to map the fields of your People in FUB to your Contacts in Fello. 

• Click the Sync Direction (the 2-way arrow) dropdown to select how you want to sync data.
  
  

Tip: For most users, we recommend syncing data between both Fello and FUB to ensure that you’re always working with the most up-to-date information in either platform. 

• Enable or disable fields to be synced as required. (Some fields cannot be disabled as they are required for the integration to work correctly.)
  
  
  
  
• Click on any value in the Overwrite Preference column to change the default overwrite settings.
  
  

• Make changes are required for the rest of the fields and click Next in the top-right corner to proceed to the Event Mapping section.

Note: The following fields will be created as custom fields in FUB, in order to sync Fello-specific information. 

This section is optional. It lets you update fields in FUB based on events in Fello. For example, you could use it to update notes or Fellow-specific information (like the current stage or form summary) in FUB based on lead activity in Fello. 

A few events will be mapped by default: 

You can edit these default event mappings as required.

To configure a new event mapping: 

• Click + New Event.
• Add a Trigger for your event. The trigger can be an event that takes place in Fello, such as new leads or engagement activity.
  
  
  
  
• Set a Filter for your event to narrow it down even further. (Filters are optional.)
  
  
  
  
• Set an Action that you want to occur in FUB when your event is triggered. To do this, select the field that needs to be updated in FUB, and select the information from Fello that needs to be updated in that field.
  
  
  
  
• Click Add Field if you’d like to update multiple fields in FUB based on your trigger. 
• Click Save.

You can configure multiple events as required, and edit or delete events at any time. 

Click Next to proceed to configure sync limits. 

If you don’t want to sync all of your contacts between Fello and FUB, then you can set criteria to filter them here. This integration allows you to set different filters for contacts from FUB to Fello and vice versa. 

To set sync limits, click Change near the filter that you want to edit. 

You can also specify whether the integration adds new contact records or only updates existing ones for contacts from FUB to Fello. 

Click Next to proceed to review your sync settings. 

This page shows you a summary of the sync settings that you’ve configured.

Check all of your settings, make changes if required, and click Save & Sync when you’re good to go. 

Now, your contacts will begin to be synced. This process could take anywhere from a few minutes to a couple of hours, depending on the number of contacts. You will receive a notification when it’s done. You could also check the current status of sync at any time.