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Sync user data between Workspace and Bybrand

This post is also available in: Português

In this tutorial, we’ll look at the steps on how to synchronize Google Workspace user data (personal contact information) with email signature placeholders.

The Sync data feature is ideal for when you have many users, and they modify private information frequently. Thus, you can maintain data parity faster.

Sync data

Inside the Google Workspace integration department, click on the button Sync date.

Note that you need to have Google Workspace integration active.

As can be seen in the example below:

Click the button to load the new users’ data from the Workspace Directory.

Then, click on the Sync data menu option.

In this part, you can synchronize the data of users of Google Directory with the email signature’s placeholders.

The action will sync the data from your employee list. The data for the imported employee placeholders will be updated.

In the next step, you must select the users who will have the data synchronized.

Finally, click on the Sync to the selected button.

After the success message, the placeholders will be updated with the new data.

Email signature on Gmail

Bybrand does not update the email signature on the user’s account without your action. To save changes to the Gmail signature area, click on the Bulk update feature to send the changes to the user’s email.

Delay in propagating changed data

When you change a user field into Google Directory, it can take some time to propagate the data to all services. Some changes may take up to 24 hours to take effect. Sometimes you will see a warning message if there is an expected delay.

Then, if you sync Workspace data with Bybrand and you don’t see any changes. It may be necessary to wait 24 hours.

More information about it here:

Manual change

The update of placeholders data can also be done manually.

This feature is ideal if you want to quickly modify 1 or 2 employees without using the synchronized feature.

Click the Employee list, and then click the Edit button.

You can see the placeholder fields to edit. After the individual modification, you can make a signature update to the user’s Gmail.

Watch a full video of the manual steps:

For more details on the Bybrand + Google Workspace integration, see here.

Updated on 9 de February de 2022

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