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 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 one way (contacts to crm) one way (crm to contacts) two way crm entity to sync define which crm entity/object gets sync as contact in outlook contacts leads 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