Google Sync

LionDesk currently syncs with Google contacts, email, and calendar. 

If you have a Google account that you use for Emails or Calendar, you can now sync it with LionDesk. By signing in with Google:

  • All your Client's emails conversations via Gmail will be synced in and traceable in the personal profile page of your client, providing he/she is a contact in your LionDesk database.
  • All your Google Calendar appointments and events will sync in and show up on your LionDesk calendar.
  • Please note: LionDesk calendar tasks will NOT show up in your Google calendar. 
  • The Google Contact you select will be synced in LionDesk 

1- Go to "Profile Page"

2- Click "Sign in With Google"

3- Click "Allow" when Google asks permission for LionDesk to see your information

4- Your LionDesk account is now sync with Google. Go to your contacts section to view Google emails or your calendar section to view Google calendar. 

 

Syncing Your Google Contacts

1- Make sure your LionDesk account is connected to your Google account.

2- Click on "Import Google Contacts"

3- A new window will appear that gives you the option to select how you want your contacts synced

4- If you are syncing for the very first time: Select 'One Time Sync'.

  • Select either 'One-Way', or 'Two-Way'
    One-Way= information will be pulled from Google and displayed in LionDesk
    Two- Way= any updates within LionDesk for a Google contact will be pushed back into Google
  • Use the dropdown for the Google Contact Groups you would like to import into LionDesk
  • Select New, All, or From Date
    If New, then only contacts from here on forward will be imported.
    All = every contact in your groups selected
    From Date = contacts that were created in google after that particular date
  • Click "Run Manual Sync Now" to begin your sync

5- Once you have synced once, you can setup a recurring sync that will run 4 times a day

  • Select 'Set Automatic Sync'
  • Select 'One-Way', or 'Two-Way'
  • Choose your groups you wish to pull from Google
  • Click "Run Manual Sync Now"

6- You're all done. Painless, right? Please check your contacts page to see if contacts were successfully added

 

*Note: Google sync will include the following fields - Name, email address, mobile phone, office phone, home phone, address

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