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Manually Sync Contacts

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 Google and Office 365.

Let's dive into the details.

Who can use this

Manual contact syncing is available to Dialpad users on all plans.

If you have any questions about your plan, reach out to your Customer Success Manager or Dialpad Customer Care.

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
    Add_Contact_Source.png
  4. Select Office 365 contacts or Google contacts

  5. Select Connect
    Contact_Source_Option.png

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

Note

If you're using Google or Office 365 for your Dialpad account, you won't see the Contact Sources option.

 

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