{"id":7607,"date":"2026-04-27T20:40:10","date_gmt":"2026-04-27T23:40:10","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&#038;p=7607"},"modified":"2026-04-28T18:29:52","modified_gmt":"2026-04-28T21:29:52","slug":"sync-data","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/article\/sync-data\/","title":{"rendered":"Sync user data between the integration and Bybrand"},"content":{"rendered":"\n<p>In this tutorial, you will learn how to sync user data between a connected integration and the placeholders used in email signatures.<\/p>\n\n\n\n<p>This feature can be used with integrations such as <strong>Google Workspace<\/strong>, <strong>Microsoft Entra ID<\/strong>, and <strong>Zoho CRM<\/strong>, as long as the integration is active and users have been imported into an Automation group.<\/p>\n\n\n\n<p>Syncing is ideal for keeping employee data up to date when information such as job title, phone number, department, company, or other contact fields changes frequently.<\/p>\n\n\n\n<p>This way, you avoid repetitive manual updates and keep the data used in signatures consistent.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before you start<\/h2>\n\n\n\n<p>Before syncing data, make sure that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The desired integration is active in Bybrand.<\/li>\n\n\n\n<li>Users have already been imported into an Automation group.<\/li>\n\n\n\n<li>Signature placeholders are configured to use fields from the integration.<\/li>\n\n\n\n<li>The integration has permission to read the required user data.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Sync data<\/h2>\n\n\n\n<p>In the <strong>Automation<\/strong> area, open the group connected to the integration you want to update.<\/p>\n\n\n\n<p>Then, click the <strong>Sync data<\/strong> button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"545\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData-1024x545.png\" alt=\"Sync data section.\" class=\"wp-image-7597\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData-1024x545.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData-300x160.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData-768x409.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData-50x27.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData-60x32.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData-100x53.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData.png 1179w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Click the button to load users.<\/p>\n\n\n\n<p>When you click it, Bybrand will retrieve the most recent information available from the connected integration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"573\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel-1024x573.png\" alt=\"Select users to Sync Data from integration.\" class=\"wp-image-7599\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel-1024x573.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel-300x168.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel-768x430.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel-50x28.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel-60x34.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel-100x56.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_painel.png 1178w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>At this stage, you can sync user data from the remote directory with the email signature placeholders.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-style-default is-layout-flow wp-block-quote-is-layout-flow\">\n<p>This action will sync the data of the imported employee list. Placeholder values will be updated with the most recent information available in the integration.<\/p>\n<\/blockquote>\n\n\n\n<p>In the next step, select the users whose data you want to sync.<\/p>\n\n\n\n<p>Finally, click <strong>Sync selected<\/strong>.<\/p>\n\n\n\n<p>After the success message appears, the placeholders of the selected employees will be updated with the new data.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Gmail email signature<\/h3>\n\n\n\n<p>Bybrand does not automatically update the email signature in the user\u2019s account without your action.<\/p>\n\n\n\n<p>To apply changes in Gmail, use the <strong>Bulk-update<\/strong> feature to send the updated signature to the user\u2019s email account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Delay in data propagation<\/h3>\n\n\n\n<p>When you update a user field in the directory, it may take some time for the changes to propagate across services.<\/p>\n\n\n\n<p>Some updates may take up to 24 hours to take effect.<\/p>\n\n\n\n<p>If you sync data with Bybrand and do not see any changes, you may need to wait and try again later.<\/p>\n\n\n\n<p>More information:<\/p>\n\n\n\n<p><a href=\"https:\/\/support.google.com\/a\/answer\/7514107\/how-changes-propagate-to-google-services\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">https:\/\/support.google.com\/a\/answer\/7514107\/how-changes-propagate-to-google-services<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I sync only some users?<\/h3>\n\n\n\n<p>Yes. During the process, you can select which users you want to sync.<\/p>\n\n\n\n<p>This is useful when you wish to update only one employee or a small group without affecting all records in the Automation group.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What happens to manually added data?<\/h3>\n\n\n\n<p>Bybrand may retain manually added values when the corresponding field is empty in the source integration.<\/p>\n\n\n\n<p>For example, if you manually add a department value for an employee, but that field is empty in the connected directory or CRM, the sync process may preserve the existing manual value.<\/p>\n\n\n\n<p>This helps prevent useful data from being overwritten when the source does not provide it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Manual update<\/h2>\n\n\n\n<p>You can also update placeholder data manually.<\/p>\n\n\n\n<p>This option is useful when you need to quickly modify data for one or two employees without running a full sync.<\/p>\n\n\n\n<p>To complete this, go to the <strong>Employees<\/strong> list within the Automation group. Then click the <strong>Edit<\/strong> button for the desired employee.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually-1024x483.png\" alt=\"Edit employee manually.\" class=\"wp-image-7601\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually-1024x483.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually-300x142.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually-768x363.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually-50x24.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually-60x28.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually-100x47.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/04\/MicrosoftEntraSyncData_edit_manually.png 1180w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>On the edit screen, you can view and modify the fields used in the signature placeholders.<\/p>\n\n\n\n<p>After saving the changes, the employee\u2019s signature can be updated or redeployed, depending on your organization\u2019s setup.<\/p>\n\n\n\n<p>Watch a full video of the manual steps:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Departments - updating an individual email signature in Gmail\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/g65_MRCf3x8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>If you require any further assistance, please contact our support team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to synchronize user data from the integration with email signature placeholders.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[62],"ht-kb-tag":[],"class_list":["post-7607","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-automation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - 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