Contact Sync Portal

Syncing Contacts from Netsapiens, RingLogix, United Cloud, Viirtue to Microsoft Outlook Contacts

Syncing contacts from PBX platforms Netsapiens, RingLogix, United Cloud, Viirtue to Outlook is a convenient way to maintain data integrity of contact information between both systems. Not having a sync-up application may lead to contact discrepancies, wasted time, and additional effort on contact maintenance.

The Contact Sync Portal aims to provide ease on syncing contacts from these PBX platforms to Outlook. This harmonizes contact details, such as names, phone numbers, email addresses, and additional information, to ensure uniformity and accessibility between them. The Contact Sync Portal eliminates the need for manual data entry and minimizes the risk of discrepancies and outdated information.

Netsapiens API v1

The Contact Sync Portal is only compatible with the Netsapiens, RingLogix, United Cloud, Viirtue APIs version 1. As such, make sure that your PBX Configuration credentials use the API endpoint for v1.

The contacts in Outlook then become available for use in ConnecttoTeams Call App and SMS Connector app. For more information, see Working with Contacts.

Outlook delay:

Changes to Outlook Contacts may take up to 10 minutes to reflect in ConnecttoTeams apps. The delay stems from Microsoft's contact propagation mechanism.

Syncing Contacts Using Contact Sync Portal

To sync contacts from your underlying PBX Platform to Outlook, do the following:

1. Log in to the Contact Sync Portal at https://contact-sync.connecttoteams.com/login.
   

   
   

2. Select a Microsoft account to be used for SSO login.
   

   

   
   The Contact Sync dashboard is displayed.
   

3. In the PBX tab, enter the username and password on your underlying PBX.
   

4. Click Login. When the PBX user is logged in, the list of PBX contacts display on the screen.
   

   
   

5. From the displayed list, select the contacts to be synced to MS Teams.
   
   All contacts can be selected and synchronized simultaneously.
   

   
   

6. Click Sync to Microsoft Contacts button. A confirmation message displays.
   

   
   

7. Continue with Merging Duplicate Contacts.

Merging Duplicate Contacts

After successful sync-up, duplicate contacts may exist. To remove these duplicates, the Merge function is available in the Microsoft tab in the Contact-Sync dashboard.

Do the following:

1. In the Microsoft tab, look for duplicate contacts and select the corresponding Merge button of one of them.
   

   

   
   The Merge Microsoft contacts section displays.
   

2. In the Source Contact drop-down list, select the source contact to be merged to the target contact. A table showing the duplicate information displays.
   

   
   

3. Select the contact information (for example, duplicate e-mail address) to be merged.
   

   
   

4. Click the Merged contact button. A success message displays.  
   

   
   

   Note

   The source contact is deleted after a successful merge.