Manually Sync Contacts
    • 26 Dec 2023
    • 1 Minute to read
    • Dark
      Light
    • PDF

    Manually Sync Contacts

    • Dark
      Light
    • PDF

    Article summary

    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 offers contact syncing with productivity suites such as G-Suite and Office 365, but also for other email providers.

    This article goes into the details of how to manually sync Hotmail, Exchange, and Outlook contacts.

    Who can use this feature
    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 Exchange contacts

    To manually sync your Exchange 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 Exchange
    6. Enter your Exchange email and password

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

    If an error message occurs, you may need to enter your Exchange username and server. 

    1. Disconnect your sync
    2. Click Add Contact Source
    3. Enter your email and password then click Sign In
    4. Select Exchange
    5. Enter your Exchange email and password then click Advanced Settings
    6. Enter your Exchange username and server
    Note: 
    Your username may be your Windows username rather than your email address. You can find your server name on the Outlook web app

    Sync Hotmail or Outlook contacts

    To manually sync your Hotmail or Outlook 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 Other 
    6. Enter your email, password, IMAP Host, IMAP Port #, STMP Host, STMP Port #*

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

    Note: 
    If you need help finding your IMAP or SMTP info, try searching for "POP and IMAP settings" on your email settings page.

    Disconnect the sync

    If you ever need to disconnect your contact sources from Dialpad, just navigate back to Dialpad.com

    1. Select Your Settings
    2. Navigate to Contact Sources
    3. Select Disconnect

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



    Was this article helpful?