Syncing Accounts with Outlook - Revision history

Dina at 13:49, 8 July 2020

2020-07-08T13:49:33Z

Dina at 09:00, 5 July 2020

2020-07-05T09:00:37Z

← Older revision		Revision as of 09:00, 5 July 2020
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	In the '''Outlook Options''' window, select the '''Accounts''' tab to set the Account sync options:		In the '''Outlook Options''' window, select the '''Accounts''' tab to set the Account sync options:

	[[File:~~Commit_setup_guide_outlook_sync_accounts~~.~~gif~~\|center]]		[[File:setup_guide_outlook_sync_accounts.png\|center]]

	#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more		#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more

Dina at 16:11, 21 March 2020

2020-03-21T16:11:18Z

← Older revision		Revision as of 16:11, 21 March 2020
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	{{importandexport}}		{{importandexport}}
	==Syncing Accounts==		==Syncing Accounts==
	The [[~~Commit-~~Outlook Sync\|CommitCRM-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.		The [[Outlook Sync\|CommitCRM-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.
	Note that you can prevent private contacts in Outlook from being synced CommitCRM.		Note that you can prevent private contacts in Outlook from being synced CommitCRM.

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	==See Also==		==See Also==
	*[[~~Commit-~~Outlook Sync\|CommitCRM-Outlook Sync]]		*[[Outlook Sync\|CommitCRM-Outlook Sync]]
	*[[Outlook Sync Troubleshooting\|CommitCRM-Outlook Sync Troubleshooting]]		*[[Outlook Sync Troubleshooting\|CommitCRM-Outlook Sync Troubleshooting]]
	*[[Outlook Integration FAQ]]		*[[Outlook Integration FAQ]]

	[[Category:~~Commit-~~Outlook Sync]]		[[Category:Outlook Sync]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

Dina: /* See Also */

2020-03-21T15:41:09Z

Robert at 13:11, 29 August 2013

2013-08-29T13:11:26Z

← Older revision		Revision as of 13:11, 29 August 2013
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	{{importandexport}}		{{importandexport}}
	==Syncing Accounts==		==Syncing Accounts==
	The [[Commit-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.		The [[Commit-Outlook Sync\|CommitCRM-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.
	Note that you can prevent private contacts in Outlook from being synced CommitCRM.		Note that you can prevent private contacts in Outlook from being synced CommitCRM.

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	#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more		#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more
	#In the '''Setting ~~Commit~~ > Outlook''' section you can define the behavior when transferring data from CommitCRM into Outlook. Note that you can prevent secondary Contacts in CommitCRM from being transferred into Outlook (if you do not wish to create an Outlook contact for each secondary contact in CommitCRM).		#In the '''Setting CommitCRM > Outlook''' section you can define the behavior when transferring data from CommitCRM into Outlook. Note that you can prevent secondary Contacts in CommitCRM from being transferred into Outlook (if you do not wish to create an Outlook contact for each secondary contact in CommitCRM).
	#In the '''Setting Outlook > ~~Commit~~''' section you can define the behavior when transferring data from Outlook into CommitCRM. Note that you can prevent Private Outlook contacts from being transferred into CommitCRM. Since the CommitCRM Accounts database is shared for all users, this can be useful if you wish to prevent contacts which are not work-related from being imported into CommitCRM. Another way to achieve privacy is to use a different contacts folder within Outlook for your private contacts, and sync CommitCRM only with your public contacts folder.		#In the '''Setting Outlook > CommitCRM''' section you can define the behavior when transferring data from Outlook into CommitCRM. Note that you can prevent Private Outlook contacts from being transferred into CommitCRM. Since the CommitCRM Accounts database is shared for all users, this can be useful if you wish to prevent contacts which are not work-related from being imported into CommitCRM. Another way to achieve privacy is to use a different contacts folder within Outlook for your private contacts, and sync CommitCRM only with your public contacts folder.
	#You can also allow other users to sync information for you between CommitCRM and an '''Exchange Server'''. This is useful when traveling outside of the office and using PDAs to keep updated.		#You can also allow other users to sync information for you between CommitCRM and an '''Exchange Server'''. This is useful when traveling outside of the office and using PDAs to keep updated.

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	==See Also==		==See Also==
	*[[Commit-Outlook Sync]]		*[[Commit-Outlook Sync\|CommitCRM-Outlook Sync]]
	*[[Commit-Outlook Sync Troubleshooting]]		*[[Commit-Outlook Sync Troubleshooting\|CommitCRM-Outlook Sync Troubleshooting]]
	*[[Outlook Integration FAQ]]		*[[Outlook Integration FAQ]]

	[[Category:Commit-Outlook Sync]]		[[Category:Commit-Outlook Sync]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

CmtWikiAdminSysop at 14:20, 11 September 2009

2009-09-11T14:20:47Z

← Older revision		Revision as of 14:20, 11 September 2009
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	*[[Outlook Integration FAQ]]		*[[Outlook Integration FAQ]]

	~~[[Category:New Users]]~~
	[[Category:Commit-Outlook Sync]]		[[Category:Commit-Outlook Sync]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

Sheli: /* Introduction */

2009-09-11T12:38:19Z

Introduction

← Older revision		Revision as of 12:38, 11 September 2009
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	{{importandexport}}		{{importandexport}}
	==~~Introduction~~==		==Syncing Accounts==
	The [[Commit-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.		The [[Commit-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.
	Note that you can prevent private contacts in Outlook from being synced CommitCRM.		Note that you can prevent private contacts in Outlook from being synced CommitCRM.

Sheli at 12:37, 11 September 2009

2009-09-11T12:37:35Z

← Older revision		Revision as of 12:37, 11 September 2009
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	{{importandexport}}		{{importandexport}}
			==Introduction==
	The [[Commit-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.		The [[Commit-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.
	Note that you can prevent private contacts in Outlook from being synced CommitCRM.		Note that you can prevent private contacts in Outlook from being synced CommitCRM.

Yarden at 09:43, 18 August 2009

2009-08-18T09:43:45Z

← Older revision		Revision as of 09:43, 18 August 2009
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	*[[Commit-Outlook Sync]]		*[[Commit-Outlook Sync]]
	*[[Commit-Outlook Sync Troubleshooting]]		*[[Commit-Outlook Sync Troubleshooting]]
			*[[Outlook Integration FAQ]]

	[[Category:New Users]]		[[Category:New Users]]
	[[Category:Commit-Outlook Sync]]		[[Category:Commit-Outlook Sync]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

Yarden at 07:57, 13 August 2009

2009-08-13T07:57:42Z

← Older revision		Revision as of 07:57, 13 August 2009
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			{{importandexport}}

	The [[Commit-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.		The [[Commit-Outlook Sync]] for Accounts performs a two-way sync between CommitCRM Accounts and Outlook contacts.
	Note that you can prevent private contacts in Outlook from being synced CommitCRM.		Note that you can prevent private contacts in Outlook from being synced CommitCRM.

← Older revision		Revision as of 13:49, 8 July 2020
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	{{importandexport}}		{{importandexport}}
	==Syncing Accounts==		==Syncing Accounts==
	The [[Outlook Sync\|~~CommitCRM~~-Outlook Sync]] for Accounts performs a two-way sync between ~~CommitCRM~~ Accounts and Outlook contacts.		The [[Outlook Sync\|RangerMSP-Outlook Sync]] for Accounts performs a two-way sync between RangerMSP Accounts and Outlook contacts.
	Note that you can prevent private contacts in Outlook from being synced ~~CommitCRM~~.		Note that you can prevent private contacts in Outlook from being synced RangerMSP.

	In the '''Outlook Options''' window, select the '''Accounts''' tab to set the Account sync options:		In the '''Outlook Options''' window, select the '''Accounts''' tab to set the Account sync options:
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	#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more		#Select the '''Synchronize Accounts/Contacts''' box in order to activate the Accounts synchronization. Note that a pop up message will appear regarding how to prevent duplicates upon import - see more
	#In the '''Setting ~~CommitCRM~~ > Outlook''' section you can define the behavior when transferring data from ~~CommitCRM~~ into Outlook. Note that you can prevent secondary Contacts in ~~CommitCRM~~ from being transferred into Outlook (if you do not wish to create an Outlook contact for each secondary contact in ~~CommitCRM~~).		#In the '''Setting RangerMSP > Outlook''' section you can define the behavior when transferring data from RangerMSP into Outlook. Note that you can prevent secondary Contacts in RangerMSP from being transferred into Outlook (if you do not wish to create an Outlook contact for each secondary contact in RangerMSP).
	#In the '''Setting Outlook > ~~CommitCRM~~''' section you can define the behavior when transferring data from Outlook into ~~CommitCRM~~. Note that you can prevent Private Outlook contacts from being transferred into ~~CommitCRM~~. Since the ~~CommitCRM~~ Accounts database is shared for all users, this can be useful if you wish to prevent contacts which are not work-related from being imported into ~~CommitCRM~~. Another way to achieve privacy is to use a different contacts folder within Outlook for your private contacts, and sync ~~CommitCRM~~ only with your public contacts folder.		#In the '''Setting Outlook > RangerMSP''' section you can define the behavior when transferring data from Outlook into RangerMSP. Note that you can prevent Private Outlook contacts from being transferred into RangerMSP. Since the RangerMSP Accounts database is shared for all users, this can be useful if you wish to prevent contacts which are not work-related from being imported into RangerMSP. Another way to achieve privacy is to use a different contacts folder within Outlook for your private contacts, and sync RangerMSP only with your public contacts folder.
	#You can also allow other users to sync information for you between ~~CommitCRM~~ and an '''Exchange Server'''. This is useful when traveling outside of the office and using PDAs to keep updated.		#You can also allow other users to sync information for you between RangerMSP and an '''Exchange Server'''. This is useful when traveling outside of the office and using PDAs to keep updated.

	===Before Importing from Outlook===		===Before Importing from Outlook===
	Outlook Contacts and ~~CommitCRM~~ Accounts can be synced so that your contact information is unified between the two applications.		Outlook Contacts and RangerMSP Accounts can be synced so that your contact information is unified between the two applications.

	If you have already created some Accounts in ~~CommitCRM~~, it is important to prevent the creation of duplicate contact records in the two programs. To prevent duplicate records, you need to create a link between matching records in Outlook and ~~CommitCRM~~.		If you have already created some Accounts in RangerMSP, it is important to prevent the creation of duplicate contact records in the two programs. To prevent duplicate records, you need to create a link between matching records in Outlook and RangerMSP.
	There are two ways you can link the Outlook and ~~CommitCRM~~ records:		There are two ways you can link the Outlook and RangerMSP records:

	*Manually link similar records between ~~CommitCRM~~ and Outlook:<br>'''In Tools > Options > Outlook''', select the Outlook contacts folder which should be used to sync with ~~CommitCRM~~.<br>Open the '''Accounts''' window, select an Account record in ~~CommitCRM~~ that has a parallel record in Outlook, and from the '''Tools''' menu select '''Link Account to Outlook Contact'''.<br>In the window that is displayed, search for the parallel Outlook record and create a link between the two.<br>After all the relevant records are linked between the systems, you can safely perform the sync. Linked records will not be duplicated.		*Manually link similar records between RangerMSP and Outlook:<br>'''In Tools > Options > Outlook''', select the Outlook contacts folder which should be used to sync with RangerMSP.<br>Open the '''Accounts''' window, select an Account record in RangerMSP that has a parallel record in Outlook, and from the '''Tools''' menu select '''Link Account to Outlook Contact'''.<br>In the window that is displayed, search for the parallel Outlook record and create a link between the two.<br>After all the relevant records are linked between the systems, you can safely perform the sync. Linked records will not be duplicated.
	*Alternatively, you can transfer all ~~CommitCRM~~ Accounts to a new folder in Outlook, and only use this Outlook folder for synchronizations:		*Alternatively, you can transfer all RangerMSP Accounts to a new folder in Outlook, and only use this Outlook folder for synchronizations:
	**In '''Tools > Options > Outlook''', select a new and '''empty''' dedicated Outlook Contacts folder to sync with ~~CommitCRM~~ Accounts.		**In '''Tools > Options > Outlook''', select a new and '''empty''' dedicated Outlook Contacts folder to sync with RangerMSP Accounts.
	**Perform the sync.		**Perform the sync.
	**All ~~CommitCRM~~ Accounts will be created as Contacts in Outlook. After this, updates/inserts will be synchronized between the two programs, and no duplications will occur.		**All RangerMSP Accounts will be created as Contacts in Outlook. After this, updates/inserts will be synchronized between the two programs, and no duplications will occur.

	Note: When working with both ~~CommitCRM~~ and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the [[Import Accounts#How to Avoid Duplicate Accounts\|How to Avoid Duplicate Accounts section]].		Note: When working with both RangerMSP and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the [[Import Accounts#How to Avoid Duplicate Accounts\|How to Avoid Duplicate Accounts section]].

	==See Also==		==See Also==
	*[[Outlook Sync\|~~CommitCRM~~-Outlook Sync]]		*[[Outlook Sync\|RangerMSP-Outlook Sync]]
	*[[Outlook Sync Troubleshooting\|~~CommitCRM~~-Outlook Sync Troubleshooting]]		*[[Outlook Sync Troubleshooting\|RangerMSP-Outlook Sync Troubleshooting]]
	*[[Outlook Integration FAQ]]		*[[Outlook Integration FAQ]]

	[[Category:Outlook Sync]]		[[Category:Outlook Sync]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

← Older revision		Revision as of 15:41, 21 March 2020
Line 29:		Line 29:
	==See Also==		==See Also==
	*[[Commit-Outlook Sync\|CommitCRM-Outlook Sync]]		*[[Commit-Outlook Sync\|CommitCRM-Outlook Sync]]
	*[[~~Commit-~~Outlook Sync Troubleshooting\|CommitCRM-Outlook Sync Troubleshooting]]		*[[Outlook Sync Troubleshooting\|CommitCRM-Outlook Sync Troubleshooting]]
	*[[Outlook Integration FAQ]]		*[[Outlook Integration FAQ]]

	[[Category:Commit-Outlook Sync]]		[[Category:Commit-Outlook Sync]]
	[[Category:Import and Export]]		[[Category:Import and Export]]