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How do I sync with Google Contacts?

You can sync Google contacts to LACRM through your Integrations page, which is in the menu under Settings in the navigation bar.  You'll want to click on 'Set up contact sync' in the Google section on the left.  If you prefer to watch a video on how to set this sync up, we’d recommend you watch this tutorial video: here. 

To get started, select Set up contact sync on the left side of the page.  The next screen has some really important information you need to know before syncing your contacts, so we’ll repeat it here:

  • We can’t automatically de-duplicate your contacts.  If you have already imported your contacts from Google manually, you should delete all contacts from Google (you may want to export a backup copy just in case).  This will prevent all of your contacts from being duplicated during the initial sync.

  • In order to make sure you don’t lose any data, you can only delete or merge contacts/companies within the CRM.  If you delete or merge contacts in Google, they will be re-added during the next sync, causing duplication of those records.

  • Your contacts will be synced every few hours, so be patient.  If you make changes to the same contact in both Google and LACRM between syncs, some of the changes may be overwritten.  

  • We only sync normal contact/company fields.  You can feel free to use custom fields in LACRM, but they won’t be transferred to Google.  

  • Finally, we can only offer tech support for our own software.  We don’t expect you to have any problems with this integration, but if you do, you’ll need to contact Google for support related to Google contacts.

After you’ve read all of that information, click I understand- continue to the Google authentication page.  On the next page you’ll need to log in or select the appropriate Google account, if you haven’t automatically been logged in to your Google account.  After selecting your Google account, click Allow to give LACRM access to your Google contacts.

Next you’ll need to decide which contacts you would like to sync from Google. LACRM can only sync with one group in Google, so you’ll want to make sure all of the contacts you’d like to sync are in the same label or group. Choose the appropriate label in Google, whether that’s Contacts (your main Google contact list) or a particular group that represents some other subset of your contacts. Next you’ll need to make a similar choice about the CRM.  Select to sync either one group in LACRM or all contacts from the CRM. Contacts can be in more than one group at a time, so putting contacts into a group to sync with Google won’t prevent them from being in another group.

Once you have chosen the sync settings, select Save settings and sync contacts.  This may take a while if you have a lot of contacts, so be patient!

Once the sync is completed, it will let you know that it’s done. Contact records and company records will both sync across, so if you have different phone numbers or emails for a contact and for their company, all of that information will be synced. Please be aware, the sync will also create company records in Google in order for the sync to pass across information properly!

If you’d like, you can now start syncing your Google account with other systems like Outlook or your phone, and begin creating and editing contacts and companies in both the CRM and Google.  If you have any questions about the sync, don’t hesitate to get in touch!

Still have some questions? - If this article didn’t provide all the information you need, just let us know your question below and we’ll be happy to help you!

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