{"id":39341,"date":"2022-03-11T09:42:32","date_gmt":"2022-03-11T17:42:32","guid":{"rendered":"https:\/\/cirahub.com\/?p=39341"},"modified":"2023-05-18T03:48:39","modified_gmt":"2023-05-18T11:48:39","slug":"utilizing-contact-filtering","status":"publish","type":"post","link":"https:\/\/cirahub.com\/de\/support\/utilizing-contact-filtering\/","title":{"rendered":"Utilizing Contact Filtering"},"content":{"rendered":"<p><i><span data-contrast=\"none\">This article will outline how users can utilize contact filtering settings within Cirahub.\u00a0CiraHub\u00a0allows customers to customize and filter their desired data with advanced synchronization settings. <\/span><\/i><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Contact Filtering settings in CiraHub allow you to create and sync items in your spoke based on specific criteria. Users can categorize data in the Hub and sync data from the endpoint to the hub database and back. For example customers may\u00a0want to allow certain users to sync all contacts while allowing others to only sync contacts relevant to their team. <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">By utilizing the steps below, CiraHub\u00a0allows you to customize and filter data.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Instructions\"><\/span><span data-contrast=\"none\">Instructions:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol>\n<li data-leveltext=\"%1.\" data-font=\"Times New Roman\" data-listid=\"1\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">Right click your spoke, and select \u201cSync Options\u201d.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img decoding=\"async\" class=\"alignnone wp-image-39275\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-sync-options.jpg\" alt=\"Hubspot Sync options\" width=\"412\" height=\"299\" \/><\/span><\/li>\n<li data-leveltext=\"%1.\" data-font=\"Times New Roman\" data-listid=\"1\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><img decoding=\"async\" class=\"alignnone wp-image-39279\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/go-allow-hub.jpg\" alt=\"Hubspot Allow Hub\" width=\"597\" height=\"212\" \/><\/li>\n<li data-leveltext=\"%1.\" data-font=\"Times New Roman\" data-listid=\"1\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span class=\"TextRun SCXW52717480 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW52717480 BCX0\">Click the Advanced tab to set up Contact filtering settings. This would enable a user to synchronize and create hub items based on specific criteria. In the example below we are filtering contacts within the spoke based on email address types that include <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW52717480 BCX0\">Hubspot<\/span><span class=\"NormalTextRun SCXW52717480 BCX0\">.com. <\/span><\/span><span class=\"EOP SCXW52717480 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><img decoding=\"async\" class=\"alignnone wp-image-39342\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/frog.jpg\" alt=\"\" width=\"593\" height=\"223\" \/><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"More_About_CiraHub\"><\/span><span data-contrast=\"none\">More About CiraHub!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company. For more information check out the <\/span><a href=\"https:\/\/cirahub.com\/faq\/\"><span data-contrast=\"none\">FAQ<\/span><\/a><span data-contrast=\"none\"> page and our <\/span><a href=\"https:\/\/cirahub.com\/onboarding\/\"><span data-contrast=\"none\">CiraHub Onboarding Guide<\/span><\/a><span data-contrast=\"none\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article will outline how users can utilize contact filtering settings within Cirahub.\u00a0CiraHub\u00a0allows customers to customize and filter their desired data with advanced synchronization settings. \u00a0 Contact Filtering settings in CiraHub allow you to create and sync items in your spoke based on specific criteria. Users can categorize data in the Hub and sync data [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[17,20],"tags":[84,102,71],"ppma_author":[374],"class_list":["post-39341","post","type-post","status-publish","format-standard","hentry","category-support","category-contact-sync","tag-cirahub","tag-contact-filtering","tag-contact-sync"],"authors":[{"term_id":374,"user_id":9,"is_guest":0,"slug":"jon-harris","display_name":"jlh@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c8f87026173c8bb1e783c78eac6f1b77bc2bc6d4861a18f530c9baa52d7b425e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/39341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/comments?post=39341"}],"version-history":[{"count":7,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/39341\/revisions"}],"predecessor-version":[{"id":48880,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/39341\/revisions\/48880"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/media?parent=39341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/categories?post=39341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/tags?post=39341"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/ppma_author?post=39341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}