Contacts Sync
Enable contacts sync to keep events synchronized between the CRM and Outlook. As part of this configuration, you can select which events to synchronize.
Enable contacts sync
- Open an email or calendar event and open the Unaric Sidebar connector.
- Click the Menu icon and select Auto Sync. The Automatic Sync page will open in a browser tab.
- In the Connections tab, select the Contacts tab.
- Under Contacts Server details, choose a provider from the dropdown list and click Connect. You will either be asked to manually enter the provider details or be re-directed to their page to complete the connection by providing the required permissions.
- A Connected sign will let you know if successfully connected. The Sync Contacts Now button will be displayed if you wish to immediately start the sync process.
Some CRM systems require providing a custom URL. If so, select the custom URL checkbox (if shown) and enter your custom URL. If you are unsure, leave it blank and continue.
Automatic contacts sync
- On the Automatic Sync page, navigate to Connections > Contacts tab.
- Check Enable Automatic Contacts Sync to automate synchronization.
Reset contacts sync
- On the Automatic Sync page, navigate to Connections > Contacts tab.
- Open the dropdown menu next to Sync Contacts Now and select Reset Contacts Sync.
- Click Yes to confirm.
Sync settings
Once contacts synchronization has been enabled, you can adjust synchronization to your preference. You will find settings in the Automatic Sync page, at the Sync Settings > Contacts tab. After finishing changing settings, click Save Settings to apply changes.
Setting | Description | Options |
|---|---|---|
Sync Direction | Controls the direction of synchronization between CRM and contacts. |
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CRM Entity to Sync | Define which CRM entity/object gets sync as contact in Outlook. |
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Global settings apply to all users, but Sync profiles can be assigned individually. As such, after saving settings, each user needs to access automatic sync from their Outlook and setup their credentials.