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How does it work?.

Simple cloud-based sync for Exchange and Office 365

Corporate Sync is a cloud based contact management tool. Everything is stored in the cloud, and everything syncs to or from our cloud based store.

View the video below to see how it works

Try Corporate Sync free for 14 days

Sign up for your trial account now

The set-up process

Corporate Sync acts as a ‘middle man’ between any folders you want to synchronize. Information is first copied from one folder into Corporate Contacts, and then from Corporate Sync into another folder. The process to set up a folder is really simple.

At each step there are a few considerations which you need to think about – which are discussed below.

5 step set-up:

  1. Create a Corporate Sync trial account.
  2. Create a folder in Corporate Sync.
  3. Add a connection to the first folder.
  4. Add a connection to the second folder.
  5. Wait a minute or so while the sync loads and copies the information.

You can add further connections to folders to keep multiple folders synchronized.

Set-up Considerations

Folders

Corporate Sync folders can be set-up to contain either Contacts or Calendar Appointments.

Folder Fields

The fields available in your Contact folder are defined by the level of account plan you sign up for. Microsoft Outlook has nearly 100 fields defined for contacts, although most people only use a very few – name, email, phone number etc.

The Starter contact sync includes first name, last name, company name, mobile phone, business phone, email address, categories, notes.
The Basic includes business address fields, and the Standard and Enterprise include nearly all the Outlook Contact fields.
See below for a full list of fields

Corporate Contacts Folder

Connections

You set up a connection from a Corporate Sync folder to a Microsoft Exchange folder. The connection defines such things as:

  • Which mailbox the Exchange folder can be found in
  • Which folder within the mailbox is the connection to
  • Which credentials should be used to make the connection – and will they use Delegation or Impersonation
  • Which direction the sync on this connection should operate (from Corporate Contacts; to Corporate Contacts; two way sync )
  • Do you want to ignore existing items in the Exchange folder, or should they be included in the sync?
  • Do you want to switch off any notifications on the Calendar when new items are added

Corporate Contacts Connection

Credentials

Credentials are the details used to access your Exchange system – including your email address and password. Corporate Sync logs in to Exchange using the credentials you supply. For testing these can be the credentials you usually use to access the mailbox you are testing with. For a production system, you will want to set up a separate sync account with delegate or impersonation access to the mailboxes you want to sync.

If you set up delegation or impersonation, you can use the same credentials to access every mailbox.

Corporate Contacts  Connections

Delegation or Impersonation

Microsoft Exchange allows two methods for an account to access the information in another user’s mailbox.
Delegation may be familiar as it is the method one user uses to allow another user to see their calendar, or manage their inbox when they are away. It is easy to set up by a user, is granular in its scope.
Impersonation is used in scenarios in which a single account needs to access many accounts. Line-of-business applications may typically use impersonation to access multiple mailboxes.

An administrator is able to configure impersonation on behalf of a service account, and grant that service account impersonation rights over many mailboxes. Individual users cannot manage who does or does not have impersonation rights over their mailboxes.

Individual users can grant and remove delegate access to their own mailboxes through several mailbox clients, such as Microsoft Outlook, Outlook Web Access, or Exchange Web Services-based clients. A mailbox owner does not need administrator rights to grant another user delegate access to their mailbox. This is a big topic and you can find more information here: http://blogs.msdn.com/b/exchangedev/archive/2009/06/15/exchange-impersonation-vs-delegate-access.aspx

Corporate Sync offers the ability to use either method to access mailboxes.

Plans

There are four plan levels which can be purchased for Corporate Sync.

Feature Starter Basic Standard Enterprise
Sync Contacts Yes Yes Yes Yes
Sync Appointments Yes Yes Yes
Max Items per folder 2,000 5,000 10,000 20,000
Contact Fields Basic Business Full Full
History Tracking Yes Yes
Custom Integrations Yes

Try Corporate Sync free for 14 days

Sign up for your trial account now

The contact fields included in each plan are shown below.

Starter Plan

  • First Name
  • Last Name
  • Job Title
  • Company
  • Mobile Phone
  • Business Phone
  • Email Address
  • Categories
  • Notes

Basic Plan

  • First Name
  • Last Name
  • Job Title
  • Company
  • Mobile Phone
  • Business Phone
  • Business Fax
  • Business Address Street
  • Business Address City
  • Business Address State
  • Business Address Postal Code
  • Business Address Country
  • Business Phone 2
  • Company Main Phone
  • Email Address
  • Email2 Address
  • Categories
  • Notes

Standard/Enterprise Plan

  • Title
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Gender
  • Birthday
  • Anniversary
  • Job Title
  • Company
  • Department
  • Profession
  • Mobile Phone
  • Business Phone
  • Business Fax
  • Web Page
  • Home Address Street
  • Home Address City
  • Home Address State
  • Home Address Postal Code
  • Home Address Country
  • Home Phone
  • Home Fax
  • Business Address Street
  • Business Address City
  • Business Address State
  • Business Address Postal Code
  • Business Address Country
  • Assistant’s Name
  • Assistant’s Phone
  • Billing Information
  • Business Phone 2
  • Business Address PO Box
  • Business Home Page
  • Callback
  • Car Phone
  • Categories
  • Children
  • Company Main Phone
  • Computer Network Name
  • Customer ID
  • Email Address
  • Email2 Address
  • Email3 Address
  • Full Name
  • Government ID Number
  • Hobbies
  • Home Phone 2
  • Home Address PO Box
  • IM Address
  • Internet Free/Busy Address
  • ISDN
  • Language
  • Manager’s Name
  • Mileage
  • Nick Name
  • Office Location
  • Organizational ID Number
  • Other Address City
  • Other Address Country
  • Other Address Postal Code
  • Other Address PO Box
  • Other Address State
  • Other Address Street
  • Other Fax
  • Other Phone
  • Pager
  • Personal Home Page
  • Primary Phone
  • Radio Phone
  • Referred By
  • Spouse
  • Subject
  • Telex
  • TTY/TDD Phone
  • User1
  • User2
  • User3
  • User4
  • Notes
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