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First contact transfer between Outlook and ACT with CompanionLink

Copper Contributor
Posts: 93
Country: Switzerland

First contact transfer between Outlook and ACT with CompanionLink

I need to sync ACT and Outlook and the minimum requirement is to:

1. Have all Outlook contacts in ACT

2. Have all Outlook contact notes in ACT on the first sync

 

For point 2 I recently bought CompanionLink, but I am planning to use ACT for syncing after the Notes have been transferred.

 

I was wondering what's the best procedure for avoding duplicates:

1. Should I sync with ACT first, so that I can create the database of users and then use CompanionLink, or

2. Use CompanionLink first and then ACT?

 

I tried both, but it seems to me that duplicates are created in both cases.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: First contact transfer between Outlook and ACT with CompanionLink

To really avoid duplicates when sync'ing with Outlook, I'd use 123 Synchronizer instead of either of the two above

And, are you planning on sync'ing Outlook to a Tablet or Phone? In that case, best to go direct with Handheld Contact
Copper Contributor
Posts: 93
Country: Switzerland

Re: First contact transfer between Outlook and ACT with CompanionLink

I am  not planning any sync with tablets/phones.

 

With 123, can I then use only ACT after the first transfer has been done?

We want external programs only for transfering Contact Notes from Outlook to ACT on the first sync.

 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: First contact transfer between Outlook and ACT with CompanionLink

You don't want to update Outlook with changes or make any changes in Outlook to go back to ACT!?

Do you have contacts in Outlook already in ACT!?
Copper Contributor
Posts: 93
Country: Switzerland

Re: First contact transfer between Outlook and ACT with CompanionLink

I was probably unclear, let me reformulate.

 

 

Original plan: use only ACT for syncing contacts between Outlook and ACT.

Problem: We already have many contacts in Outlook, and many contacts have Notes associated (in Outlook). ACT embedded sync is very limited, and will not transfer these Notes.

Solution: use a 3rd party app the first time to transfer Notes from Outlook to ACT. Then, use Notes only in ACT and forget about Notes in Outlook. All the other fields will still be synced between Outlook and ACT with the embedded sync service in ACT.

 

Would 123Sync allow us to perform these tasks?

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: First contact transfer between Outlook and ACT with CompanionLink

I prefer to avoid the ACT! contact sync if reliability is important ... or if using international phone numbers.

I believe 123 will do it. See:
www.actaddons.com/products/2005/123_synchronizer_2013.asp?cc_AID=953896411_1097853525

Copper Contributor
Posts: 93
Country: Switzerland

Re: First contact transfer between Outlook and ACT with CompanionLink

Thanks for the honesty Mike, but unless I'm mistaken ACT promises to "Seamlessly interact with Microsoft® Outlook". If this is untrue than it's false advertising.

 

 

Copper Contributor
Posts: 93
Country: Switzerland

Re: First contact transfer between Outlook and ACT with CompanionLink

Mike, could you please tell what you meant by "I prefer to avoid the ACT! contact sync [...] if using international phone numbers."?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: First contact transfer between Outlook and ACT with CompanionLink

Copper Contributor
Posts: 93
Country: Switzerland

Re: First contact transfer between Outlook and ACT with CompanionLink

I'd love to say I'm surprised...