CiraHub Glossary of Terms
-A-
- Account:
- A user's access to CiraHub, which is associated with a specific organization and grants them the ability to manage and sync data according to their assigned permissions.
- Automatic Sync:
- A feature of CiraHub that allows users to automatically synchronize an unlimited number of shared contacts and calendars across various platforms.
- ActiveCampaign:
- A cloud software platform that provides email marketing, marketing automation, and CRM tools for small to mid-sized businesses. CiraHub can sync contacts between ActiveCampaign and other platforms.
-C-
- Calendar Sync:
- The capability of CiraHub to synchronize calendar events and appointments across calendar applications and platforms, ensuring consistent scheduling information.
- CiraSync:
- Another solution in CiraApps' suite of products, often used in conjunction with CiraHub, to distribute synced contact data to employees' smartphones.
- ConnectWise:
- A software that provides a platform for IT service providers to manage their business operations, including CRM, project management, and remote monitoring and management. CiraHub can sync data between ConnectWise and other platforms.
- Contact Filtering:
- A setting in CiraHub that enables users to create and sync items in their spokes based on specific criteria, such as allowing certain users to sync all contacts while others can only sync team-relevant contacts.
- Contact Merge:
- A feature in CiraHub that allows the consolidation of contacts from multiple sources into a comprehensive record, eliminating duplicates and ensuring data accuracy.
- Contact Sync:
- The process of automatically synchronizing contact information between different systems or devices to ensure that contact data remains consistent and up-to-date across all connected platforms.
- Contract:
- A contract represents the agreement between the service provider (CiraHub) and the client organization, outlining the terms of service, pricing, and other relevant details related to the use of the CiraHub platform.
- CRM (Customer Relationship Management):
- A software for managing an organization's relationships and interactions with potential and existing customers, such as Salesforce or HubSpot. CiraHub can synchronize data between various CRMs and other data sources.
- Custom Settings:
- Features in CiraHub that allow users to tailor the synchronization process to their specific needs, such as selecting specific data types or items to be synced.
-D-
- Data Consolidation:
- The process by CiraHub of bringing together data from various sources into a unified format, making it easier to manage and synchronize.
- Data Source:
- The origin of data (such as contacts or calendars) that is being synchronized. In CiraHub, this can include CRMs, public folders, GALs, calendars, etc.
- DealCloud:
- A sales engagement platform that helps sales teams manage their pipeline, engage with prospects, and close more deals. CiraHub can sync data between DealCloud and other platforms.
-E-
- Exchange Server:
- Microsoft Exchange Server is a mail and calendaring server developed by Microsoft. It provides email, scheduling, contact management, and collaboration features for organizations. Exchange Server stores data in mailboxes and enables users to access emails, calendar, and contacts using clients like Microsoft Outlook or web-based interfaces.
-F-
- Field Mapping:
- A feature that allows users to customize, map, and synchronize desired data fields between different platforms, addressing inconsistencies in data labeling.
-G-
- Global Address List (GAL):
- A directory service within the Exchange Server that contains information about all email users, distribution groups, and Exchange resources. It's used by email clients like Microsoft Outlook to look up and display contact information for people within the same organization.
- Google Contacts:
- A contact management tool within Google Workspace (formerly G Suite) that allows users to store and organize contact information. CiraHub can sync Google Contacts with other platforms.
- Google Workspace Directory:
- A directory service within Google Workspace (formerly G Suite) that contains information about users, groups, and other resources.
-H-
- Hub:
- The central repository for all data being synced between multiple sources on the CiraHub dashboard.
-I-
- iCloud:
- Apple's cloud storage and cloud computing service that allows users to store data such as documents, photos, and music on remote servers for download to iOS, macOS, or Windows devices. CiraHub can sync contacts between iCloud and other platforms.
-L-
- Leads:
- Potential clients or customers who have shown interest in a company's products or services. CiraHub can sync lead information across different platforms, allowing sales teams to have access to up-to-date and accurate data, regardless of the platform they are using.
-M-
- Many-to-Many Sync:
- A feature of CiraHub allowing the simultaneous synchronization of multiple data sources in various combinations, unlike conventional two-way sync models. For instance, CiraHub can sync contacts between a CRM (a marketing automation platform), and a GAL, ensuring that all teams have access to the same, up-to-date customer information.
- Multi-way Contact Sync:
- The capability of CiraHub to sync or merge contacts in multiple directions, rather than just a simple two-way sync. Unlike a simple two-way sync, which only updates data between two platforms, multi-way sync ensures that updates made in any connected platform are reflected across all other connected platforms.
- Multi-Way CRM Sync:
- The ability of CiraHub to synchronize multiple CRM platforms with each other and with other data sources, ensuring consistent customer and lead data across platforms.
-O-
- Obfuscation:
- The process of making data unclear or unintelligible, typically for security or privacy purposes. Obfuscation can help protect sensitive information during synchronization.
- Office 365 Mailbox:
- A user's personal storage space within Microsoft 365 that holds email messages, calendar events, contacts, tasks, and other related data, accessible through Microsoft Outlook or other email clients.
- One-Way GAL Sync:
- A solution that delivers GAL contacts to a recipient or target without modifying the original GAL.
- Owned Contacts:
- Contacts a specific user has created or has been assigned ownership of, granting them the ability to manage and modify the information.
-P-
- Package:
- A set of features, functionalities, or services offered as part of a subscription plan, tailored to meet the needs of different organizations or user roles.
- Pipedrive:
- A sales CRM and pipeline management tool that helps sales teams manage their deals, track communication, and automate administrative tasks. CiraHub can sync data between Pipedrive and other platforms.
- Procore:
- A construction management software that helps professionals manage projects, resources, and financials. CiraHub can sync contacts between Procore and other platforms.
- Public Folder:
- A shared space used for collecting, organizing, and sharing information with others within your organization. These folders can contain email messages, calendar events, contacts, tasks, discussion boards, and documents.
-Q-
- QuickBooks:
- An accounting software package developed and marketed by Intuit, designed to help small and medium-sized businesses manage their finances, including income, expenses, and payroll.
- Real-Time Synchronization:
- The capability of CiraHub to update data across platforms immediately after changes are made, ensuring all data is current and accurate. Real-time synchronization ensures that teams always have access to the most current data, reducing the risk of errors or miscommunications caused by outdated information.
- Role-Based Access Control (RBAC):
- This is a method of restricting system access to authorized users. In Exchange Server, RBAC allows control over administrative tasks each user can perform and what features a user can access within the Exchange Management Console and Exchange Admin Center.
-S-
- Salesforce:
- A cloud-based CRM platform that helps businesses connect with customers, partners, and potential customers.
- Spokes:
- Individual sources of Contacts and Calendar information connected to the Hub on the CiraHub dashboard.
- Sync Now:
- A button in the CiraHub interface that, when clicked, initiates the synchronization process to keep all enabled data sources (Spokes) in constant sync with one another.
- Synchronization:
- The process of ensuring that data in different locations or applications is consistent and up-to-date across different sources or platforms.
-T-
- Tenant (Microsoft 365):
- A dedicated and trusted instance of Azure Active Directory (Azure AD) that is automatically created when an organization signs up for a Microsoft cloud service subscription, such as Microsoft Azure, Microsoft 365, or Microsoft Dynamics 365. It contains users, groups, and applications specific to the organization and allows the organization to manage access to its resources.
- Two-Way GAL Sync:
- The specific functionality of CiraHub that allows for the bi-directional synchronization of Global Address Lists between different Microsoft 365 tenants. This feature is particularly useful for organizations that have undergone mergers or acquisitions, as it helps consolidate contact information from different Microsoft 365 tenants.
-U-
- User-Centric:
- Refers to CiraHub's design focused on the end-user, emphasizing ease of use and customization according to a user's preferences.
- User Mailbox:
- This refers to an individual user's storage on an Exchange Server. It includes all the email, calendar appointments, tasks, and contacts associated with a specific account.
- User Mailbox (Graph API):
- In the Microsoft Graph API, a user mailbox represents a user's mailbox in Exchange Online. Graph API allows developers to interact with user mailboxes programmatically, enabling the creation of applications that can access and manage email, calendar events, contacts, and other mailbox data.
-V-
- View Contacts:
- The feature that allows users to see and access the contact information that has been synchronized from various sources, providing a centralized view of all contacts.
- View History:
- A feature in CiraHub that enables users to view the history of synchronization activities, including the date, time, and status of each synchronization event, as well as any changes made to the synchronized data.
-Z-
- Zoho CRM:
- A web-based CRM platform that helps businesses manage sales, marketing, and customer support activities from a single system.