Google Sync
What does Google Sync do?
IXACT Contact’s Google Sync service allows you to easily synchronize your IXACT Contact contact list and calendar with your Gmail contacts and Google calendar.
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If you are a member of a team you can sync your calendar, but only the Team Leader can sync the team contact list. |
Synchronization works in both directions – this means that any changes you make in IXACT Contact are automatically updated in Google, while changes made in your Google applications are automatically updated to IXACT Contact.
Note
Google Sync does not include email. You will continue to
use your existing Gmail email account and send and receive email the same
way you do today.
Google Sync does not sync your IXACT Contact
task list.
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Wireless synchronization or Google Sync? With IXACT Contact, you can either synchronize directly with your wireless device, or you can synchronize your Gmail contacts and your Google calendar. If you already use Gmail and Google Calendar, we recommend setting up Google Sync. If you also synchronize your wireless device with Google, this will establish a 3-way sync between IXACT Contact, Google and your wireless device. If you do not use Gmail or Google Calendar, then you can set up Wireless Synchronization in order to sync IXACT Contact with your wireless device. For further guidance on whether you should set up Wireless Synchronization or Google Sync, please call customer support at 1-866-265-6990. |
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Important notes about Google Sync:
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Before setting up Google Sync, we strongly recommend that you backup your Google contacts and calendar. For step-by-step instructions on backing up your contacts, click here. For step-by-step instructions on backing up your calendar, click here.
Note In order to start the setup of Google, you will first need to call our Customer Support department at 1-866-265-6990, so that we can confirm that Google Sync is the right synchronization for you, and enable your Google Sync option.
To set up Google Sync:
- Click User Profile in the secondary menu (top right of your screen).
- Under the Synchronization Services section, click Set Up Google Sync.
- Make sure you have backed up your Google contacts and calendar, and click Yes to continue.
- Choose the Google account that you wish to sync with (and sign in to your Google account if required).
- Click Accept in order to grant IXACT Contact permission to access and manage your Google data.
- Indicate whether you want to sync your Google contacts, and whether
you want new Google contacts to be automatically added to your IXACT Contact contact list. If you
do not select the auto-accept option, new contacts synchronized from
Google will initially appear in the Imported and Synchronized Contacts
list in the Utilities area.
Only the Team Leader can sync the team contact list.
- Indicate whether you want to sync your Google calendar, and, if you have multiple Google calendars, select the calendar you want to sync.
- Click Save.
Once you have completed the setup, the Synchronization Services section of the User Profile page will update to display the Google account you are syncing with, and the last time the sync completed. Until the sync completes for the first time, the last time the sync completed will read “Sync Pending”.
Note
New contacts added from Google during the initial
sync are never automatically added to your contact list, even if
you selected the auto-accept option. This allows you to account for any
duplicate contacts that may exist in both Google and IXACT Contact
when you first set up Google Sync. Any
contacts that you reject in IXACT will be deleted from Google during the
next sync. For instructions on processing these contacts, see Processing
Imported or Synchronized Contacts.
Depending on the number of contacts you have in Google, the initial sync may take some time
to complete. To ensure that all your contacts synchronize properly, please
do not process the synchronized contacts in the Utilities
area Imported and Synchronized Contacts
list until the initial sync has completed.
The sync will run automatically every two hours to keep your IXACT Contact and Google information in sync. However, you can click the Sync Now link at any time in order to immediately run the sync. The sync can take some time to complete depending on the number of changes you have made to your information in both IXACT Contact and Google.
Note Upon syncing your contacts, if you have selected the auto-accept option, changes you have made to your contacts in Google may not be immediately reflected in the Contacts list in the left column. Click the Refresh Contact List link in order to ensure that this list is up-to-date.
You can click the Change Google Sync Settings link in order to change your settings.