Question: How do I manage contacts that sync between Act! and Google?
Product:
Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2013 through v20.0
Environment:
Third Party: Google
Answer:
Warning: To avoid duplicate calendar and contact data, it is recommended that you choose only one supported application (Microsoft Outlook or Google) to integrate with Act!
Note: Contact synchronization must be enabled and you must be an Act! Administrator or Manager to use the Manage Sync Set feature of Act! to define which contact records you wish to synchronize to Google.
Creating a New Google Contact Sync Set
Editing an Existing Google Contact Sync Set
Deleting an Google Contact Sync Set
Note: Deleting a Sync Set cannot be undone. If accidentally deleted, it will be necessary to either restore from a database backup, or manually recreate the Sync Set.
Product:
Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2013 through v20.0
Environment:
Third Party: Google
Answer:
Warning: To avoid duplicate calendar and contact data, it is recommended that you choose only one supported application (Microsoft Outlook or Google) to integrate with Act!
Note: Contact synchronization must be enabled and you must be an Act! Administrator or Manager to use the Manage Sync Set feature of Act! to define which contact records you wish to synchronize to Google.
Creating a New Google Contact Sync Set
- In Act!, click Tools > Integrate with Google > Google Integration Preferences
- On the Synchronize Contacts Tab, click Define Sync Sets…
- On the Manage Sync Sets screen, click Create Criteria
- On the Contact Sync Set Name and Description screen, enter a name for your Sync Set and, if desired, a description, then click Next
- On the Contact Sync Set Users screen, select which users in the database can use your new Sync Set, then click Next
- In the Contact Sync Set Criteria screen, choose Define Sync Set criteria, then click Next
- In the Contact Sync Set Criteria screen, click Create Criteria
- In the Sync Set Criteria window, configure the criteria for which contacts you wish to include in the Sync Set
- When finished configuring your criteria, click OK
- On the Contact Sync Set Criteria screen, click Next
- On the Contact Sync Set Confirmation screen, click Finish
Note: If you do not wish to configure Sync Set criteria and would rather synchronize all contacts which are available in the database, you can choose Synchronize all available contacts, click Next, then click finish to complete the Sync Set creation.
Note: The Sync Set Criteria window uses Advanced Queries for configuring Sync Sets. To learn how to configure advanced queries, refer to the following knowledgebase article:
How to create an Advanced Query in Act!
Answer ID How to create, use, and edit an advanced query in Act!
Editing an Existing Google Contact Sync Set
- On the Manage Contact Sync Sets screen, select a Sync Set from the list, then click Edit Sync Set
- In the Sync Set Criteria window, make changes to the criteria as desired
- When finished configuring your criteria, click OK
- On the Contact Sync Set Criteria screen, click Next
- On the Contact Sync Set Confirmation screen, click Finish
Deleting an Google Contact Sync Set
Note: Deleting a Sync Set cannot be undone. If accidentally deleted, it will be necessary to either restore from a database backup, or manually recreate the Sync Set.
- From the Manage Contact Sync Sets screen, select the Sync Set you would like to delete
- Click Delete Sync Set
- When prompted to confirm the deletion, click Yes