How to Sync Users Between FreshSales and MyOperator?

How to Sync Users Between FreshSales and MyOperator?

🧭 Table of Contents

🧠 Overview

To ensure proper call activity assignment and user mapping between FreshSales CRM and MyOperator, user synchronization must be maintained. This guide outlines the steps required to sync users from FreshSales to MyOperator, ensuring that user data stays consistent across both platforms. Synchronization is necessary when changes occur in FreshSales CRM, such as adding new users.

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🔑 Key Requirements

Before syncing users between FreshSales CRM and MyOperator, ensure the following:

  • ✅ FreshSales CRM account with active users.
  • ✅ MyOperator account with admin access.
  • ✅ Company ID from MyOperator (found in the API & Webhooks section of the MyOperator panel).
  • ✅ User credentials for both FreshSales CRM and MyOperator.
Important Note:
  • Sync is required when new users are added in FreshSales CRM.
  • Sync is NOT required if new users are added only in MyOperator.

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🔄 Step-by-Step Guide for Syncing Users

Step 1: Log in to MyOperator

  1. Visit MyOperator Login.
  2. Sign in using your MyOperator admin credentials.

Step 2: Access the Sync User Page

  1. Navigate to the Sync User page at:
    https://connect.myoperator.com/phonebridge_user.

Step 3: Enter Company ID

  1. Find your Company ID in MyOperator:
    • Go to Manage → API & Webhooks in the MyOperator panel.
  2. Paste the Company ID into the form on the Sync User page.

Step 4: Click “Sync User”

  1. Press the “Sync User” button to begin synchronization.
  2. Wait while the system processes your request.

Step 5: Wait for Confirmation

  1. A success message will confirm that the users have been synced successfully.

Step 6: Verify in FreshSales

  1. Log into your FreshSales CRM.
  2. Go to the user list to confirm that the new users have been mapped correctly.
Goal: Ensure that user data is updated in both FreshSales CRM and MyOperator without discrepancies.

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✅ Final Checklist

Before finalizing the user sync process, make sure the following tasks are completed:

  • ✅ Logged in to MyOperator with admin credentials.
  • ✅ Company ID correctly entered on the Sync User page.
  • ✅ User sync initiated by pressing the “Sync User” button.
  • ✅ Confirmation message received indicating successful user sync.
  • ✅ Verified users in FreshSales CRM to ensure correct mapping.
Goal: Verify that all steps are completed and the sync is successful before using MyOperator for real-time activities.

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❓ FAQs

Q1. Do I need to sync users if they are only added in MyOperator?
A. No, user synchronization is only required when new users are added in FreshSales CRM. Users added directly in MyOperator do not need to be synced.

Q2. What happens if I miss the Company ID during the sync process?
A. If the Company ID is not entered correctly, the sync process will fail, and the users will not be mapped properly. Make sure to retrieve the Company ID from the MyOperator panel under API & Webhooks.

Q3. How can I verify if the sync was successful?
A. After syncing, log into FreshSales CRM and check the user list to confirm that new users have been correctly mapped.

Q4. Can I sync users in bulk between MyOperator and FreshSales?
A. The process outlined in this FAQ is designed for syncing users individually. For bulk syncing, please consult MyOperator support for additional assistance.

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🔗 Related Articles

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🏷️ Keywords

FreshSales integration, MyOperator user sync, FreshSales CRM, API integration, user mapping, synchronization, FreshSales user list, MyOperator admin access, CRM user sync

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