---
title: Contacts Sync
slug: sidebar-outlook/contacts-sync
description: Keep Outlook contacts synchronized with your CRM using Unaric Sidebar for maintaining your data accurate.
docTags: 
createdAt: 2025-09-10T04:35:20.439Z
---

Enable contacts sync to keep contacts synchronized between the CRM and Outlook. As part of this configuration, you can select which events to synchronize.

## Enable contacts sync

1. Open an email or calendar event and open the Unaric Sidebar connector.
2. Click the **Menu** icon :FontAwesome[]{icon="fa-solid fa-bars"} and select **Auto Sync**. The **Automatic Sync** page will open in a browser tab. 
3. In the **Connections **tab, select the **Contacts** tab.
4. 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. 
5. A <font color="#22C55E">*Connected*</font> 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.

:::hint{type="info"}
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

1. On th&#x65;**&#x20;Automatic Sync** page, navigate to **Connections >** **Contacts** tab.
2. Check **Enable Automatic Contacts Sync&#x20;**&#x74;o automate synchronization.

### Reset contacts sync

1. On th&#x65;**&#x20;Automatic Sync** page, navigate to **Connections >** **Contacts** tab.
2. Open the dropdown menu next to **Sync Contacts Now** and select **Reset Contacts Sync**. &#x20;
3. Click **Yes&#x20;**&#x74;o confirm.

## Sync settings

Once contacts synchronization has been enabled, you can adjust synchronization to your preference. You will find settings in th&#x65;**&#x20;Automatic Sync** page, at the **Sync Settings >** **Contacts** tab. After finishing changing settings, click **Save Settings&#x20;**&#x74;o apply changes.

| **Setting**            | **Description**                                                     | **Options**                                                                             |
| ---------------------- | ------------------------------------------------------------------- | --------------------------------------------------------------------------------------- |
| **Sync Direction**     | Controls the direction of synchronization between CRM and contacts. | - *One-way (Contacts to CRM)*<br />- *One-way (CRM to Contacts)*<br />- *Two-way&#x20;* |
| **CRM Entity to Sync** | Define which CRM entity/object gets sync as contact in Outlook.     | - *Contacts*<br />- *Leads*                                                             |

:::hint{type="info"}
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.
:::