Automatically detect contacts in your Google Contacts list to be imported to Accelo with your Google Contact Import tool, giving you central access across your team, address book sync with colleagues and automatic email capture
Using this guide, you can:
Your Accelo user account must be connected to your Gmail/Google Apps account for this import to function.
Simply navigate to your Configurations > Import & Exports > Import Data and choose Google.
The next screen will show you any groups that were detected with new contacts to import. Select the groups you want to include.
Click Confirm contacts to import. Note that this will not import the contacts straight away - you 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 do 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 in Accelo, there are two ways of syncing the details.
Automatically allow Accelo to work it's magic and 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 (mentioned 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 email@example.com emails where firstname.lastname@example.org already exists, then jack will be created against the same company - read more here.
We work hard to cut out duplicates, but we also would rather leave your data a bit messy and unmolested 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 don't go deleting contacts in 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 email address with other contacts.
You can edit the company name, the contact names and email address. These changes will sync back to Google after importing.
To remove a company or contact, click the "X" button on the end of the row.
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 start to 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.