Contact Sync allows you to sync your contacts with iCloud, Google Contacts and Microsoft Contacts (Outlook, Office 365). Contacts in the other system will be automatically brought to Top Producer® X CRM and future contact changes will be updated in both locations.
Setting up Contact Sync
To set up Contact Sync, follow these steps:
- Log in to Top Producer® X CRM.
Click Settings in the main menu, then the Contact Sync tab.
If you don’t see the Contact Sync tab here, please find the answer in the FAQ below.
Enter your email address and click Authorize.
- Follow the prompts to log in to your email provider and grant Top Producer® X CRM any required permissions.
When finished, you’ll be returned to the Contact Sync screen and the status will show as Initializing.
Feel free to navigate away from this screen and continue using Top Producer® X CRM while the sync processes. When the status on this page shows Running, the initial sync has finished and contacts will continue to sync automatically.
Using Contact Sync
For contacts that were synced to Top Producer® X CRM, there is nothing further to do. Any changes made in either system will be automatically reflected in the other.
For contacts in Top Producer® X CRM that were added manually, imported from a file, or came from a lead provider you will need to click Add to Sync in the contact record to add the contact to the sync.
Once added to the sync, the contact will be pushed to the other system and will stay synced going forward.
Contact information that syncs includes:
Frequently Asked QuestionsWhy don't I see the Contact Sync tab?
Contact Sync may not be available to you for one of the following reasons:
- If you are a brand new user, this tab will not be enabled for you until the day after your initial purchase.
- If you are an existing user, we may not have enabled this feature for your account yet. Please contact Customer Care to request we enable this feature for your account.
- If you previously set up Contact Sync or Calendar Sync in Top Producer® 8i CRM, you’ll need to disable that integration first:
- Log in to Top Producer® 8i CRM.
- Go to Settings > Integrations > Edit Settings.
Click Remove (Google/Outlook) Account.
Note: After resolving any of these reasons, log out of Top Producer® X CRM and log in again to see the tab.
If the above do not apply and the Contact Sync tab is still missing, please contact Customer Care for assistance at 1-800-830-8300 or use the LiveChat option in the bottom right of the program.
If you’re using Top Producer® 8i CRM’s Contact Sync with Gmail, Google Apps or Outlook, there’s no need to switch. You’ll want to use the new Contact Sync in Top Producer® X CRM if:
You’re using Office 365: The new Office 365 sync is bi-directional, which means changes you make are automatically updated in both programs. (In Top Producer® 8i CRM you have to manually push changes in order to send them to Office 365.)
You want to sync with Apple’s iCloud: The ability to sync with iCloud is a new capability, so you’ll need to set up the new sync as outlined above.
Important: In both cases, if you’re using the sync in Top Producer® 8i CRM, you’ll need to disable it first before you set up the new one. Our Customer Care team can help – give them a call at 1-800-830-8300 or use the LiveChat option in the bottom right of the program.
You’ll have to disable the Contact Sync in Top Producer® 8i CRM first and then set up the sync in Top Producer® X CRM as described above. Give our Customer Care team a call at 1-800-830-8300, or use the LiveChat option in the bottom right of the program if you need help.
We do have duplicate contact checking BUT your contacts must have the following in their record in order to avoid duplicates:
- First name
- Last name
- Email or phone number
If they don’t, you’ll get duplicates for the contacts that don’t have this info.
Contact Sync supports a maximum of 20,000 contacts.
To minimize the risk of duplicates you can only sync one source.
- First name
- Last name
- Job title
- Birthday (important date)
- Home address (no others)
- Phone numbers
- Fax numbers
- Type: Google, iCloud etc.
- Status: Future
Yes, if you choose to Add to Sync as described above. Note it will not be added automatically.
The contact will be removed from Top Producer® X CRM and from the sync, but will not be deleted in the other system. If the contact is updated in the other system, it will be re-added to Top Producer® X CRM and the sync.
The contact will be removed from the sync but will not be deleted from the other system.
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