Outlook CRM Background

Synchronize Contacts with Outlook (local)

To Utilize Your CRM Database in Your Smart Phone.

Applies to

Warning
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 Outlook.
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.

Content

  1. One-way Automatic Synchronization From eWay-CRM to Outlook
  2. Two-way Automatic Synchronization Between eWay-CRM and Outlook
  3. Manual Synchronization Between eWay-CRM and Outlook

 

One-way Automatic Synchronization From eWay-CRM to Outlook

Warning
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 Automatic Synchronization With Microsoft Outlook (local mode).
  4. Contacts Tab in Settings

     

  5. There, select One-way (from eWay-CRM to Outlook). Contacts will be synchronized only from eWay-CRM to Outlook, not the other way around.
  6. One-way Synchronization

     

  7. 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).
  8. Filter Synchronized Contacts

     

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

Two-way Automatic Synchronization Between eWay-CRM and Outlook

Warning
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 Automatic Synchronization With Microsoft Outlook (local mode).
  4. Contacts Tab in Settings

     

  5. There, select Two-way. Contacts will be synchronized from eWay-CRM to Outlook and from Outlook to eWay-CRM too.
  6. Two-way Synchronization

     

  7. 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).
  8. Filter Synchronized Contacts

     

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

     

  11. 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.
  12. Remove Corresponding Contacts

     

  13. 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 Between eWay-CRM and Outlook

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

  1. Open the contact list in Microsoft Outlook.
  2.  

  3. Select all contacts that you want to synchronize with eWay-CRM (you can use Ctrl+A or Shift+A to highlight required contacts).
  4.  

  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