Manually Sync Contacts
    • 13 Dec 2024
    • 1 Minute to read
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    Manually Sync Contacts

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    Article summary

    Contact syncing in Dialpad simplifies communication by unifying and updating contact information across devices. It offers backup and recovery options. The article explains how to manually sync Hotmail, Exchange, and Outlook contacts. Syncing allows searching, creating, and editing contacts across Dialpad and the source. Edits in one platform reflect in the other, but removing a contact doesn't sync. Fields like first name, last name, email, and phone number sync with Dialpad. To sync Exchange contacts, enter email and password in settings. For Hotmail or Outlook, enter email, password, IMAP Host, IMAP Port, STMP Host, and STMP Port. Disconnecting contact sources is possible by navigating to settings and selecting Disconnect.

    Contact syncing simplifies communication by keeping all your contact information unified and up-to-date across multiple devices, while also providing backup and recovery options for added convenience and protection.

    Dialpad only syncs contacts with productivity suites like G-Suite and Office 365.

    Let's dive into the details

    Who can use this
    Manual contact syncing is available to Dialpad users on all plans.

    What type of information syncs

    Syncing contacts allows you to search, create and edit contacts across Dialpad and your contact source. 

    • When a contact is edited within Dialpad, it will also edit in your contact source 
    • When a contact is edited in your contact source, it will automatically update the contact within Dialpad
    • When a contact is created in Dialpad, it will sync to your contact source

    However, removing a contact (from Dialpad or your contact source) will not sync across both platforms. 

    The following fields are displayed and synced with Dialpad:

    • First Name
    • Last Name
    • Email
    • Phone Number

    Sync contacts

    To manually sync your Microsoft or Google contacts, head to Dialpad.com 

    1. Select Your Settings
    2. Navigate to Contact Sources
    3. Select Add Contact Source
    4. Enter your email and password, then click Sign In
    5. Select Microsoft or Google
    6. Enter your email and password to connect

    That's it!  When you return to Dialpad, you’ll see the sync has connected.

    Note:
    If you're using Gsuite or O365 for your Dialpad account, you won't see the disconnect contact sources option.



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