To enable this option, you must first sync your google account to kvCORE.
Please Note: You can quickly and easily change your sync at any time, simply click on the mail icon and click the Google settings link.
Make sure 'Contacts' is toggled on (enabled). If you added your Gmail account the same day, please allow up to 24 hours to sync.
If you enable the contacts sync, then you can also specify the status which new contacts should be labeled as if they are pulled from Google as new contacts.
Please Note: If you sync contacts who do NOT have an address, duplicates will be created. This is because kvCORE does not recognize without an email address that a contact is a duplicate.
Google Contact Sync Features
The contact sync is a two-way feature between kvCORE and Google.
The sync occurs every hour. You can push new contacts to Google on demand but updates will only be downloaded from Google to kvCORE once an hour.
The sync looks for the following data: Email, Name, Address, Phones, Birthday. Any existing data that is modified is updated in either Google or kvCORE. Any missing data is pulled into the system that is missing the data. If a contact is deleted in Google, it will be deleted in kvCORE next time sync runs but does not do the other way around.
Syncing contacts FROM Google TO kvCORE
Enabling the sync and specifying the status initiates the download of your Google contacts into kvCORE under the status you select.
Any contacts that don't already exist in kvCORE will be downloaded and given this status. If a contact already exists in kvCORE with the same email address, the system will "fill in the blanks" and update the existing contact with what information it can find.
Syncing contacts FROM kvCORE TO Google
You can choose which contacts you want to push to Google from kvCORE in two places.
First, in your Smart CRM, select which contacts you want to push to Google using the checkboxes to the far left of each one in the list, then select 'More Actions' and 'Sync Contact(s).'
At any time you are viewing the details of a contact, you can also choose to individually sync that contact you are looking at, by using the 'More Actions' menu on the far right-hand side of the profile and selecting 'Sync with Google Contacts.'
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org
(Keywords: Gmail, Google, contact sync)