The People Elvanto Sync is currently in BETA Testing and not live yet - stay tuned! 🎉

The People and Elvanto sync streamlines your databases to talk to each other and automatically update information in real time. Hopefully saving you time and frustration, so you can enjoy the features of both systems without needing to maintain two individual databases.

How do I turn on the data sync?

  1. Login to your Admin account.

  2. Select People from the left-hand menu of the dashboard.

  3. Select Settings.

  4. Select Integrations.

  5. You will see an Elvanto integration there for the 2-way sync. Toggle this integration on.

What happens when I turn on the 2-way sync?

Listed below, you will see how the system performs the initial sync:

  1. In the event of conflicting data, we go by the most recently updated profile, whether that be Elvanto or People. If there is no backend date for the last update (an import or API-generated profile), we will use the data from Elvanto.

  2. If a profile does not exist in People or Elvanto (there is no match for name and email between profiles) the missing profile is added to the platform that does not have it.

  3. In the end, both People and Elvanto will end up with the same amount of profiles and information for the synced fields after you turn it on. If you have many people's data to sync, please allow for extra time (for accounts with thousands of profiles to sync, this could take up to 2 hours).

    Please Note: The sync will bring over all your groups in the initial sync, but they will not continue to sync. This will not replace your groups in People.
    🌟 Tip: If you would like to ignore these groups that get brought over from Elvanto you can assign them to a group called "Elvanto Groups" in order to separate them from your existing People groups.

When does the information sync?

This sync is in real time, which means you don't need to wait until end of day for your information to update. As you add and work with your people's data, the sync happens automatically across platforms.

Where will my data be stored once I turn on the sync?

If you choose to turn on the sync, your data will be housed on US servers. We are GDPR compliant across the board, and if you would like to learn more about Security, please click here.

What information is automatically synced?

With the two-way People-Elvanto sync, you can perform the following actions on either platform and have those changes reflect in both places:

  • Add People

  • Update/Edit People

  • Merge People

  • Delete People

Within the profiles themselves, it will sync the following fields across:

  • Profile picture

  • First Name

  • Last Name

  • Email Address

  • Mobile number

  • Address Line 1

  • Address Line 2

  • City

  • State / Province

  • Zip Code / Postal Code

  • Country

  • Gender

  • DOB

  • Marital Status

  • Anniversary Date

Where should I merge duplicate profiles?

We recommend merging any duplicate profiles in Elvanto as Elvanto currently has more options for merging information than People. For more information on merging people in Elvanto, click here.

My data isn't syncing properly. What do I do?

  1. Wait 5 minutes. There may be a slight delay depending on your Wi-Fi connection, or the server.

  2. If you have waited and still have an issue, please note what exactly you were trying to sync (For example, I was trying to update the ____ field for the person named _____, or I was trying to add/delete/merge X people). Then reach out to with these details along with the primary admin email for your account so we can try to resolve the issue for you.

How will the sync affect my phone numbers stored in Messaging?

We have created two separate sections in People profiles for phone numbers: Core Contacts and Messaging Contacts.

Upon the initial sync, if a number does not exist in your Messaging contacts, it will be added in both the Core Contact and Messaging Contact section of the profile.

If the phone number already exists in your Messaging contacts (for example, a child's profile with their mother's mobile number), the number will only be added to the Core Contact section of the profile, and there will be no number for Messaging.
This is to prevent you from sending duplicate texts from our Messaging product while also allowing you to save a number to more than one profile in the Core Contact section.

Our team is hard at work building People, and we will expand on what gets synced with Elvanto. Households, groups, and custom fields are coming soon!

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