Create contacts in your Google address book, and then import into Accelo and have the benefits of things like central access across your team, address book sync with colleagues and automatic email capture.
The Google Contact Import tool allows Accelo to automatically detect contacts in your Google Contacts list to import them into Accelo. Your Accelo user account must be connected to your Gmail/ G Suite account for this import to function.
Using this guide, you can:
Sync your contacts easily between Google and Accelo by using our Google Import Wizard which intelligently sorts your Google Contacts and matches them up with existing companies, or simply creates another company where needed. Accelo will automatically notify you with a little number badge on the integration notifications icon when contacts are available for Import.
You can start this process by:
If you choose to dismiss this notification, you can still continue to the import wizard by clicking your User Name > Admin and then locating the Google tile under the Import Data section.
The next screen will show you any groups that were detected with new contacts to import. Select the groups you want to include.
Click the Confirm contacts to import button. Note that this will not import the contacts straight away - you will get a chance to review them first! The review process is paginated which means you don't have to process them all at once - you can just import a few companies at a time. You can even open Accelo in another browser window and check that the import is working as expected.
Once the contacts are successfully imported to Accelo, there are two ways of syncing the details. Allow Accelo to work it's magic and automatically keep the two contacts in sync.
Manually force the sync by pressing the 'Send Contact to Address Book' button under the contact.
Either of these methods will work just fine, but if you need some updated details in Google and time is sensitive, we recommend using the manual sync button.
The wizard (shown above) is not the only way to import contacts. If a new, prospective client emails you, adding that new client into your Accelo account is simple - just forward the email onto add@[your-domain].accelo.com - read more here.
You can also turn on a feature which will add a new contact, based on the domain of the email address. If firstname.lastname@example.org emails you when email@example.com is already saved against a contact record, then geoff.mcqueen will be created against the same company.
We work hard to cut out duplicates, but we also would rather leave your data a bit messy and untouched than make changes that surprise you. If you do end up with duplicate information, you can easily merge companies and contacts together; our synchronizing processes are smart enough to track this change to Google, too (but we won't delete your contacts from Google).
Contacts are grouped under companies; the company is selected based on the "company" field from the Google Contact. We can also guess the company by comparing the contact's email address with other contacts.
You can edit the company name, the contact names, and email address; these changes will then sync back to Google after the import process is completed.
To remove a company or contact, choose the Ignore: Do not import this contact option from the dropdown.
To import a contact under a different company, click the "Unlink" option.
Note: you may be importing contacts where the company already exists in Accelo. In this case, we will link the new contacts to the existing company.
If you have notes against a contact, these will be converted to an activity in Accelo against that contact.
Duplicate contacts will be ignored. That is, the first contact will be imported and the second will be ignored. We suggest you use Google's duplicate contact cleanup tool before running this import.
All contacts that are imported will automatically be kept in sync with your Google Contacts.
You may notice some contacts appear in an Accelo group in Google. Contacts are only added to this group when a change has been pushed from Accelo to Google - but don't worry - your other imported contacts are also in sync, they just haven't had a change yet which marks them as part of that group!
Once contacts are added to Accelo, they will be visible by any users that have permission to view contacts.