Synchronizing AccountEdge cards with Microsoft Outlook contacts

Contact management > Synchronizing AccountEdge cards with Microsoft Outlook contacts

Synchronizing AccountEdge cards with Microsoft Outlook contacts

You can synchronize your AccountEdge cards and your Microsoft Outlook contacts. If your business uses Microsoft Outlook to email and manage contact information, this will make it easier for you to keep both your AccountEdge cards and your Outlook contacts up to date.

Your AccountEdge cards are your customer, vendor, employee, and personal cards stored in your AccountEdge card file. Your Outlook contacts are your contacts stored in your Microsoft Outlook address book.

When you synchronize your AccountEdge cards and your Outlook contacts, you can:

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make the details in your Outlook contacts match the details in your AccountEdge cards (by exporting your AccountEdge cards to your Outlook contacts) or

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make the details in your AccountEdge cards match the details in your Outlook contacts (by importing your Outlook contacts to your AccountEdge cards).

When you synchronize, the following details are imported or exported: company name or contact name, address details, email and web addresses, and telephone, fax, and cell phone numbers.

If you are exporting your AccountEdge cards to your Outlook contacts, you can also include your Card File custom fields in the export. When you do this, you specify how your custom fields match the Categories, Anniversary, Birthday, or Spouse’s name fields in your Outlook contacts. For information on setting up Card File custom fields see ‘Custom fields’.

Synchronization update rules

As part of the synchronization process, you choose whether or not you want to update the details for existing contacts. To do this, you select from one of the following update rules.

Update existing contacts

New contacts are added and existing contacts are updated. You will not be prompted to confirm updates.

Do not update existing contacts

New contacts are added but existing contacts are not updated. You are not prompted to confirm any updates.

Ask me to confirm updates

New contacts are added and you are prompted to confirm updates. If you select this rule, you specify how you want to deal with the discrepancies between the details in your AccountEdge cards and the details in your Outlook contacts.

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review and update the details for each contact

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select to update all contacts (if you select this option, you will not be prompted to confirm any further updates) or

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skip an update for a contact and leave the details for the contact unchanged.

Software required

You require Microsoft Outlook 2000 (or later), AccountEdge Outlook Sync and AccountEdge ODBC Direct v9 installed on your computer. For more information, refer to the Getting Started guide.

caution : Single-user access required

Synchronizing cards and Outlook contacts requires single-user access. For more information, see ‘Single-user file locking for special tasks’ on page 327.

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Synchronizing AccountEdge cards with Microsoft Outlook contacts

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Importing your Outlook contacts to your AccountEdge cards

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Outlook/Sync Mapping Reference

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