![]() ![]() Contacts only sync one direction (ClientLook to Google) so if you need your existing Google contacts in ClientLook, you will need export those contacts from Google to a CSV file and then use the ClientLook self-import tool (see linked article) to upload or send to After setting up the sync with Google, you will then need to delete those contacts in Google to avoid duplication. ![]() With Activity syncing if you have multiple Google calendars or tasks lists, make sure to choose the one you wish to have connected with ClientLook and then make sure to set the sync direction (Both Ways, ClientLook to Google, or Google to ClientLook) and determine if you wish to have the Events/Tasks visible to just yourself or others if you have a shared ClientLook account. You can even choose to sync one of your contact Groups rather than all contacts. You can choose to sync all contacts or if you work in a shared ClientLook account, just sync your own “assigned contacts”. You can choose to sync both Contacts and Activities (includes Tasks and Events) or just one or the other by placing a check in the appropriate boxes. You then have the option of setting your sync preferences. On the next page, you will need to authorize the connection between ClientLook and Google by clicking on “Allow”. If you are not logged into Google, you will need to input your Google account login credentials. If you are already logged into your Google account in the same browser, that account will come up as a choice on the screen. Then, click on “connect” in the Google section. Click your name in the upper right corner of any ClientLook page and click on “Setup”. Note that the calendar sync goes both directions, while the contact sync goes from ClientLook one-way only to Google. You can also use this to sync from ClientLook to Google and then to Outlook with the addition of Companionlink, a third-party product. Set up an automatic wireless sync between ClientLook and the calendar and contact list on your mobile device(s) using a free Gmail account, or a Google Apps business account. Outlook 2003 or lower – Requires CompanionLink 7 or Lower.Stay connected to our commercial real estate CRM wherever you go.Google Calendar “Modern Colors” (2018) – Requires CL 8 b8020 or higher.Google Calendar “Batch Endpoints – Requires CL 7 b7062 or higher.iPhone XS (2018 release) – USB Sync requires CL 8 b8022 or higher.New Laptop running Windows Store Office 365 – Requires CL8 B8028 or higher.Office 365, Outlook 2019 – We advise CL8 b8024 or higher.WiFi uses your home/office network when you are in range. Cloud automates sync across all your devices. Task priorities, birthdays, “File-As” field, sort options, and category colors that match Outlook. Windows 10 integration with Microsoft Outlook fields that no one else handles. Sync Sage Act! and Symantec ACT! – Activities, Contacts, History Outlook for Mac 2011, Outlook for Mac 2015 – Sync to Google, iPhone and Android Sync Google Calendar, Contacts and Tasks with Outlook, Act!, IBM Notes, Palm Desktops IPhone and iPad Sync via USB, Wi-Fi, DejaCloud from PC or Mac for Outlook, Exchange and Office 365 Special Security Needs (HIPAA, Blackphone)įeatures of CompanionLink Professional Full DownloadĪndroid Sync via USB, Wi-Fi, DejaCloud from PC or Mac for standalone Outlook, Exchange and Office 365.PC-Side sync for Corporate Data (Act! IBM Notes, Groupwise).Colored Categories on your Phone Calendar.
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