farmerswife ↔ Cirkus sync: Contacts & Companies

Quick start guide for setting up the syncing of Contacts and Companies.

First you need to follow the configuration steps to connect your farmerswife server and Cirkus Workspace.

Log into fw as Peter (or any fw admin).

Go to Toolbox > Settings > Cirkus and enable ”Sync Companies/Contacts”:

That will cause a whole bunch more options to appear. E.g. these that you may or may not want

to enable (default off):

And these as well:

Now let's sync an existing Project to Cirkus:

The result:

You can also manually add fw Contacts to be synced. This can be done from Toolbox > Contacts

or from Advanced Contact Search.

Toolbox > Contacts:

Note that it automatically shows a new ”Cirkus” column.

Advanced Contact Search:

If you want to show the ”Cirkus” column, right-click and use ”Edit View” to select it.Also note that there’s a new search criteria for synced Contacts:

You can also right-click on Contacts and ”Force Sync” if you want to force an update in either

direction (to fw or to Cirkus).

Company/Contact fields

Note that it’s possible to control which fields are considered Company fields and which are

considered Contact fields. This is controlled in Server > Setup > Contacts:

All fields that have a checkmark are considered Company fields. These fields will sync to a

Custom Field on the Cirkus Company. The data can be synced both to Cirkus and also back to

fw.

All fields that don’t have a checkmark are considered Contact fields and are synced to the Cirkus

Contact, in the same way.