Synchronization

Contacts Synchronization is used to import the list of contacts from external sources instead of creating contacts manually one by one. Contacts can be also updated on a schedule basis automatically.

Contacts are synchronized with the CSV data file, which can be stored locally on your computer or remotely on the FTP or HTTP servers.

To set up new synchronization or to edit existing go to the Contacts home page, click the Import button and then:

If you have not set up any synchronization yet or want to create new one, click the Setup New Import button.
Data you are going to synchronize your contacts with, can be located either remotely on FTP or HTTP servers or locally on your computer. More details
- Select from network or internet if your data source is located remotely and indicate path to it. For example: http://keysurvey.com/sync.csv.
- Select from your computer to browse for data file located on your computer.
- Select Consider First Line as Header check box if data file contains column headers.
Set data source delimiters that are used within the data file you are synchronizing your contacts with. If you use data file with atypical delimiters select the Other option and input delimiter you used into the text field.
You can keep your Contact Manager updated in accordance to the data file. Select the Delete contacts not found in the sync file option and contacts that are missed in the data file will be removed from the Contact Manager.
To keep existing contacts updated select the Update the contacts with changes from the import file option.

Click Back to go back to the Synchronization home page and cancel current import.
Click Next to proceed to the next step.

Next page displays preliminary table with the data you are going to import.
Click Back to go back to the Basic Settings page and upload file once again.
Click Next to proceed to the next step.

Mapping page allows you to map data from the data source with the contact columns. If your data file contains more fields than appear in the Contact manager, you can add new Contact Manager fields right from this page. Click the Add Field buton for that.

Click on the data source column from the Import File Fields field;
Click on the column you want to synchronize with from the Contact Manager Fields field;
To apply mapping between selected columns click Apply Mapping button;
Select the column to use as a unique identifier so there are no duplicates within the Contact Manager. You can also use the Generate unique key automatically option, thus the data from the imported file will be overwritten with the random 9-digits unique codes and saved to the Contact Manager.
To delete applied mapping click the Remove button next to the appropriate entry from the Mapped Columns field.

Click Back to go back to the prvious step.
Click the Run Import button to apply all settings and perform contacts import.

If you import contacts from remote data sources, you can either import contacts right away or schedule automatic data synchronization:

Import Time Select start synchronization time and time zone. For more information on time zones see the Time Zones help topic.
Recurrence pattern Select synchronization recurrence.
Range of recurrence Indicate time period when scheduling settings should be applied.
Specify the email address and notification emails will be sent to this address right after each synchronization occurs.
Click the Finish button to apply all settings and perform synchronization.

Synchronization home page displays the list of existing synchronizations and their details:
Name Shows sync name.
Latest Import Displays date and time last synchronization was performed.
Next Import Displays next synchronization's date and time.
Import Now Click the Go button next to the synchronization you want to perform immediately. This option is applicable for importing data from external FTP or HTTP sources.
Status This column shows the detailed information on the performed import.

Additional Options:

Click Edit next to the synchronization you want to edit.
Click Delete next to the synchronization to deactivate and remove it frome the list.

Note

Synchronization can be scheduled for remote data sources that are located on FTP or HTTP servers only.
The Go button that performs immediate synchronization is available for remote data source import only.
If the data in the file that resides on the remote servers has no changes, import will not be performed due to the data identity on both data file and Contact Manager.
If you use both the Delete contacts not found in the sync file and the schediled synchronization with the external source options, and data file does not have more than 10% of contacts that appear in the Contact Manager, such import will not be performed in oredr to avoid accidental contacts deletion. If you still need to perform such import please either deactivate the Delete contacts not found in the sync file option or delete contacts from the Contact Manager manually before the synchronization.