Not planned

Microsoft Outlook Contact Sync

Outlook calendar sync works great, but we really need full contact sync with Outlook too. While I appreciate that many people use Google products and services, there's no denying that Outlook is the standard mail client in business.

Please can we have full Outlook contact sync added soon. This is an important feature that is currently missing.

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Comments

112 comments
  • @Eric Greenspan

    It's been about a month since you offered to contact the team at Insightly. I was hoping (really, really hoping) that they have responded to you in a positive manner. As my partner and I adapt our business processes to Insightly, having a full sync with Exchange would be a big help. 

    In addition to the couple of hundred hours we've put in, it looks like our business is growing and we may add a third partner. This would also require an additional subscription to PieSync - more money I would rather put to better use.

    Thanks in advance for your willingness to help.

    Michael 

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  • Understood Michael and I do wish I had more news that I can share. They're always working on enhancements.

    On another note, do you sync with anything else? Like Mailchimp for example?

    Also, as mentioned before, it would take seconds to write two Zaps that would do the following:

    1. When I add a new contact to insightly, copy it Outlook/Exchange.

    2. Vice versa.

    Also, visit this page as if you need Exchange sync, it's coming from Zapier. https://zapier.com/zapbook/exchange/insightly/

    If you need to sync with Office365 or Outlook.com, that's already working. See that here: https://zapier.com/zapbook/insightly/office-365/

    I wish I had the time and bandwidth to help you do this. I am a consultant, so if you need my help you can schedule a consult at 74systems.com.

    Eric Greenspan
    Chief Clever Officer
    74Systems.com

    Disclaimer: I'm not an employee of insightly. I am a member of their Hero program, which means I'm a power user, consultant and a big fan.

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  • Eric:

    Thanks for your work on this... You're a real asset to the Insightly folks - too bad you're not in a position to direct their enhancement efforts.

     

    Thanks again.

     

    Michael 

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  • I think I may be helping in ways we've yet to understand Michael. This conversation is being heard by insightly. They track my comments. Try the Zaps. My favorite app in the world is Zapier! I haven't entered an invoice in years!

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  • Hello everyone from the product team - 

    Please rest assured that this year we are staying focused on Office 365 integrations and plan to bring more features/benefits to Office users. In particular:

    1) We are soon to announce a Single Sign-On (SSO) integration with Office 365 and Azure Active Directory

    2) In June we expect to release the new version of the Insightly Outlook Add-On with new and improved functionality.

    3) An Outlook Contact import is currently on the roadmap for this year.

    4) As far as the contact sync, we do not have plans to ship it this year. I can recommend a a couple of options other than the ones mentioned above:

     - Microsoft has built an Insightly connector on their MS Flow platform that does now or will soon enable contact sync with Outlook that might work you. (Please note that Insightly can not help you test, troubleshoot or support this integration, as this is a Microsoft's integration; please contact them for support if you encounter any issues).

     - Consider using Insightly webhooks in workflow automation in conjunction with Zapier to sync your contacts.

     

     

     

     

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  • Thank you Maria for the update.

    Although good news it seems that the priority should be reversed from point #4 being #1 priority and so forth.

    Can't stress enough how important contact sync is important and without any third party. Hope this will not be abandoned and get on the map sooner rather then later in another year or so ,...

    thank you

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  • Maria:

    First, thank you for joining this thread. I think you are the first Insightly team member to comment on this in over a year.

    Second, Can I ask you to be a little more specific... 

    Outlook is a piece of client software that works with multiple email, calendar, contacts infrastructure.

    Exchange is Microsoft's back end that stores/manages email, calendar and contact data and allows you to use multiple clients 

    Office 365 is a marketing program that includes both client software and the Exchange back end (forgive me if my definitions are not perfect).

    Speaking only for myself and my company, I don't care about Outlook, I only care about Exchange. My partners and I use different client software across multiple OS's. 

    Can I ask you to clarify your email in terms of what new enhancements you are building for the MS client software, and what enhancements you are talking about as far as the backend infrastructure (Exchange). 

    As I've mentioned, Microsoft has over 90% of the office products (client and backend) market and Google has less than 5%. The options that are mentioned can cost as much or more than my Insightly subscription (i.e. PieSync). I would rather depend on you and not cobble together a bunch of products/subscriptions to get a solution that works. 

    Thanks

    Michael Scharf

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  • Michael
    I think it's reasonable to assume that the Office365 platform which includes the latest cloud based Exchange platform will be the focus of any cloud company. This is why Google has the attention of companies like insightly as MS was so entrenched in the client/desktop for so long they were late to the cloud party. But anything future I'd expect to be aimed in this direction. Just speaking from my brain and gut. 50/50

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  • Eric - What you are saying makes sense. But Maria's language is specific to Outlook and Insightly has put a lot of time and effort into their MS Outlook add-ons. 

    It's because Microsoft was so late to the cloud game that I felt the need to confirm.

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  • Well, outlook is the client app I refer to so they are addressing that as it's used so often in MS shops. The Office365 thing is still a bundle of spaghetti code and in Insightly's defense, it can be challenging to integrate with. It's all coming I believe and I'm really glad to hear Maria mention the roadmap. I couldn't share that directly earlier so I asked her to chime in here as promised.

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  • Has this seriously been nearly 2 years and insightly doesn't have auto contact sync with O365? Wow I thought insightly was awesome but this gives me some serious doubts?

    why is this not a simple fix?

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  • Maria:

    This is why the Insightly/Exchange link is so important to me - and should be important to Insightly. You're leaving lots of $$$$'s on the table.

    We have hit the 1000 contacts level and we therefore hit the next level of subscription to PieSync (up from $5/month to $19/month). You will note that this is almost as much as I'm paying for Insightly!!!

    Does Exchange have about 95% of the office software market? - Yes

    Does Insightly become more valuable if they have full sync'ing capabilities with Exchange? - Yes

    Am I more likely to leave Insightly to go to another product that has full sync'ing with Exchange - Yes

    Have others on this thread left Insightly or not signed up because full sync'ing with Exchange is missing? - Yes

    Am I being overly dramatic in order to make my point? - Yes

    Have I made my point? - No clue

    Will this make any difference to Insightly? - No clue.. Please let me know.

     

    Thanks

    Sorry for the sarcasm.

    Michael 

     

     

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  • Have others on this thread left Insightly or not signed up because full sync'ing with Exchange is missing? - Yes  YES!!

    Am I being overly dramatic in order to make my point? - Yes  NO!!

    Have I made my point? - No clue  Yes

    Will this make any difference to Insightly? - No clue.. Please let me know.  Doubtful but thanks for trying Michael!

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  • And here are another 2-3 companies that are currently evaluating switching their CMS and PMS to insightly. And yes, unfortunately, synching contacts to O365 /exchange is a big PRO in the decision process. Hence, we are following this thread for quite some time (synch was announced in 2015 for roll out in 2016 (!)).

    Now it is mid 2017, we are at decision point and direct synch option is not available yet.

    Insightly team: could your customers change your roadmap yet?

     

     

    Best,

    Albert

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  • So here's another reason why 3rd party solutions are a real problem. According to Insightly, I have about 750 total contacts. On PieSync, I have about 900 contacts, and about to break through the 1000 contact mark and pay 4x more for the sync function. 

    I'm not sure what the problem is, and don't care. We need full Insightly/Exchange contact sync and Insightly should move this to the top of their product roadmap... They've only been talking about providing it for two years.

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  • Just an update... Last Thursday (6/1/17) I participated on an online chat with Insightly, an "ask me anything," kind of forum. I asked the moderator about Exchange contact sync and she told me that it was on the product road map, but not sure about any details... She promised to get back to me with more information, but as of this morning I have not heard anything. Unfortunately, I had a problem with my Outlook client and lost all my stored emails through Monday - so I don't have her name.

    Bottom line, it just does not appear that the crew at Insightly cares at all about this issue... I don't know why, but personally we are taking steps to limit our exposure to this issue.

    Michael 

     

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  • It looks to me that syncing contacts seamlessly with Insightly to an Exchange server has been a request for years.  Can you explain why this is not a priority?  I have looked at the 3rd party apps, but they all fall short.  I find myself using Insightly less and less and having to work out of Exchange to manage project emails. :(

    PLEASE MAKE THIS A PRIORITY!! 

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  • Hi Folks!

    We still don't have any plans to ship an Outlook contact sync this year. Unfortunately, we have to make choices in prioritization with how we invest time and resources. We see a much larger opportunity for other features and this functionality just did not make it on our roadmap.

    As always, we may re-evaluate this decision at some later date, but as of right now, I wouldn't expect this functionality to be delivered in 2018. Sorry for the inconvenience. 

    In the meantime, Maria's recommended options still hold true.

    • Microsoft has built an Insightly connector on their MS Flow platform that does now or will soon enable contact sync with Outlook that might work you. (Please note that Insightly can not help you test, troubleshoot or support this integration, as this is a Microsoft's integration; please contact them for support if you encounter any issues).
    • Consider using Insightly webhooks in workflow automation in conjunction with Zapier to sync your contacts.
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  • Hi Dennis, I can't beleive that two way contact sync with outlook has not been part of your plans since 2015. It's been 3 years and many other way less important features have been developed. This CRM is heavily used by people that rely on MS Outlook as their primary email/contact management software. 

    We chose insightly over other CRM solutions mainly because of your integration with Outlook (which is a lot better than other CRMs offer and got way better in the latest release)

    I am dissappointed to hear that this is not a planned functionality for this year. I hope you reconsider this as a priority.

    Best regards

     

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  • Hi Guys,

    I'm also following this thread with quite some interest the last few months. I've recently decided to switch from Google to O365. Although really satisfied with Insightly as a whole, the contact sync unavailability really bugs us. In order for us to grow, we need this sync to roll out to our employee in the coming months.

    We rely heavily on Outlook and we won't be using any third app vendors for synchronization; if there are bugs/no working WF's, you're far from home. This option should be natively be built in a modern CRM. Insightly, you cannot ignore this heavily missed feature from your customers? Google has 4 million paying G Suite businesses,  with MS having 120 million users in its subscription. In perspective, this should be natively built-in in a otherwise perfect, fast CRM.

    BR

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  • Important sugestion, please it's important to sync with office 365 contacts!!!


    Thnxs a lot!!!

     

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