Synchronizing Nonprofit Vertical CRM with Google Contacts

Synchronizing Nonprofit Vertical CRM with Google Contacts


Keeping up-to-date contacts in both Nonprofit Vertical CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps you to configure one-way or two-way sync schedules that will automatically sync contact details. Also, you can specify the list to which the contacts should be transferred and map fields as required. Please note that if you delete the sync configurations and again synchronize the contacts, then duplicate records will not be created based on the email address that is mapped.

Availability

Permission Required: Users with the Sync with Google Contacts permission can access this feature.

Features
Free
Standard
Professional
Enterprise
Sync with Google Contacts
-



Note:

  • You should also have the profile permissions for Sync with Google Contacts and the Contacts tab, i.e. View, Create, Edit and Delete permissions.
  • Users with View profile permission for Sync with Google Contacts and the Contacts tab can enable one-way sync from CRM to Google Contacts.

To configure synchronization settings

  1. Log in to Nonprofit Vertical CRM.
  2. In Nonprofit Vertical CRM, go to Setup >Extensions and APIs >Google > Contacts.
  3. In the Contacts Synchronization page, do the following:
  4. Choose the Google Contact list and the Nonprofit Vertical CRM Contacts list from the drop-down.
    The contacts from the selected lists will be synchronized.
  5. Choose one of the Sync Options.
    • 2 Way Sync
    • 1-Way: Zoho CRM Contacts to Google Contacts
    • 1-Way: Google Contacts to Nonprofit Vertical CRM Contacts
  6. Select one of the following option when there is a conflict in contacts in both the places.
    • Nonprofit Vertical CRM contact will overwrite the Google contact
    • Google contact will overwrite the Nonprofit Vertical CRM contact
  7. Choose the synchronization Frequency from the drop-down list.
  8. Map the fields in Google and Nonprofit Vertical CRM.
  9. Click the Map More Fields link, to add more field and map them.
  10. Click Save.

Note:

  • The synchronization of contacts from Nonprofit Vertical CRM to Google and vice versa will take a while to complete based on the number of contacts. We request you to wait for a few minutes and then check if the contacts have been synchronized.
  • Please note that if you delete the sync configurations and again synchronize the contacts, then duplicate records will not be created based on the email address that is mapped.
  • Check the Last Sync Time in the Contacts Synchronization page to see if the sync was performed.
  • Note that only the contacts of the selected Google Group and the selected Nonprofit Vertical CRM List View will be synchronized. The contacts from CRM will be added in the specified Google Group.
  • Based on the roles and access privileges, the contacts will be synchronized.
  • First time you can synchronize maximum 10,000 contacts. For the consecutive syncs, maximum 500 contacts will be synchronized.
  • The criteria to search duplicate records are based on the Email field value (primary email field in contacts) in Nonprofit Vertical CRM and Email (Work) field value in Google Contacts.

To deactivate the contacts synchronization

  1. Log in to Nonprofit Vertical CRM.
  2. In Nonprofit Vertical CRM, go to Setup >Marketplace>Google > Contacts.
  3. In the Contacts Synchronization page, click the Deactivate link.
    You can revoke the Google authentication from https://accounts.google.com/
For more information on integrating Google Contacts and Calendar watch this short video:



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