Follow these steps to configure the sync settings from the
Contacts module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- In the List View, click Sync on the top right.
- If you are configuring for the first time, click Sign In and sign in using your Google credentials; or Click Settings next to Google and Sync Log.
- The Sync Settings window will appear once you are logged in to your Google account. You will find two sections in the Sync Settings window.
- Contacts Sync Settings
- Events Sync Settings
- Edit the Contacts Sync Settings section for the following:
- Select which data must be synced from the Google Data drop-down.
- Select Sync Direction from the three options given in the drop-down.
- Click Configure to map the Vtiger fields to Google fields. You can also add a custom mapping.
- Click the Enable Contacts Sync toggle button.
- Edit the Events Sync Settings section for the following:
- Select which data must be synced from the Google Data drop-down.
- Select Sync Direction from the three options given in the drop-down.
- Click View to view mapped events.
- Note: You cannot add custom fields to Calendar as the fields are mapped by default. You can only view the details.
- Click the Enable Events Sync toggle button.
- Select the date from when the sync must happen in the Sync From field.
- Click Save.
To know more about Google Contacts and Calendar,
click here.