Table of Contents
Office 365 Contact Sync
You can now sync your Office 365 Contacts to your Market Leader system! Syncing your Office 365 contacts into your Market Leader system makes managing your contacts easier than ever, because you’ll have your powerful Market Leader tools to engage ALL of your contacts.
Choose How to Sync
One-way Sync | Two-way Sync |
From Office 365 to Market Leader OR | From Office 365 to Market Leader AND |
From Market Leader to Office 365 | From Market Leader to Office 365 |
Once you setup Office 365 sync, your contacts will automatically and continually sync to your Market Leader system (and vice versa, if you setup a two-way sync).
Choose What to Sync
Sync your contacts:
- Contacts must have a phone number or email address to be synced
- Contacts in the trash status will not be synced
Office 365 contacts will be in the NEW status upon syncing, the type will be Personal Contact, and the source will be Office 365, so you can easily search for these contacts. If you need to update or organize your Office 365 contacts once they're synced, you can maximize your time with Bulk Updates.
Preparing Your Data
Before you sync any contacts, we highly recommend you prepare your data first:
- Properly clean-up and organize your contact database(s)
- Merge any duplicates in your Office 365 contacts
- Have a plan to engage your synced contacts (e.g. adding them to a campaign)
