Outlook CRM Background

Synchronize Contacts with Outlook

To Utilize Your CRM Database in Your Smart Phone.

Applies to

This feature is available in module Contacts & Companies (Professional).

Apart from one-time import of contacts from Outlook to eWay-CRM, you may want to synchronize your existing Outlook contacts with eWay-CRM. This way, changes made in the Outlook contact will affect the corresponding contacts in eWay-CRM and vice versa.

Synchronization will also allow you to access your contacts on mobile devices synced with Outlook.

Tip for elimination of duplicates
From Outlook, you can import contacts you already have in eWay-CRM. To prevent duplicates, turn on the duplicate check in the Administration Center > Features > Contacts & Companies. Turn on Check for duplicates (by any of the email addresses). More here.
If contacts between eWay-CRM and Microsoft Outlook are not already synchronized (or were synchronized in past) and you have the same contact in eWay-CRM and Outlook, these contacts cannot be joined. On the basis of the same email address, you will see these contacts in the Duplicates Contacts folder in Microsoft Outlooků.
Tip for automatic creating of companies
During the importing of contacts from Microsoft Outlook to eWay-CRM, companies can be also created automatically. To turn on this option, go to Administration Center > Features > Contacts & Companies. Turn on Automatically create companies when importing contacts from Outlook. More here.


  1. Automatic Synchronization
  2. Manual Synchronization


Automatic Synchronization

Contacts are synchronized only with the Outlook default contacts folder.
  1. On the eWay-CRM ribbon, go to eWay-CRM Settings.
  2. eWay-CRM Settings


  3. In Contacts tab, check the box Automatically Synchronize eWay-CRM Contacts With Microsoft Outlook Contacts.
  4. Contacts Tab in Settings


  5. If you want to synchronize only a specific group of contacts, you can check the box Set Synchronization Condition From eWay-CRM to Microsoft Outlook and apply a filter (see an example below).
  6. Filter Synchronized Contacts


  7. Optionally, you can exclude your private contacts in Outlook from synchronization (Do Not Synchronize Private Contacts From Microsoft Outlook).
  8. Do Not Synchronize Private Contacts


  9. By default, if you delete a contact from eWay-CRM it won’t be deleted from Outlook automatically and vice versa. To change the settings, check Remove Corresponding Outlook Contacts When Removing eWay-CRM Contacts and Remove Corresponding eWay-CRM Contacts When Removing Outlook Contacts.
  10. Remove Corresponding Contacts


  11. Click OK and restart Outlook. As soon as Outlook starts again, it will import all your eWay-CRM contacts into Outlook and vice versa.

Manual Synchronization

If you want to synchronize just some specific contacts, follow the instructions below.

  1. Open the contact list in Microsoft Outlook.

  3. Select all contacts that you want to synchronize with eWay-CRM (you can use Ctrl+A or Shift+A to highlight required contacts).

  5. Right click on them and select Synchronize With eWay-CRM.
  6. Synchronize With eWay-CRM

Or click Synchronize With eWay-CRM in the contact window in the top right corner.

Synchronize With eWay-CRM

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table