Outlook 2016 contacts

I'd like to export my Insightly contacts to Outlook - but there is too much discrepancy in the fields - for example Insightly has a first and last name field where the Outlook import just has a name field. Same issue on addresses. Is there any work-around other than a massive cleanup in Excel. Even better - is there any way to have them sync? Any suggestions much appreciated.

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  • I'm sure Insightly Support can answer this more fully - about integrations with Outlook and Google Apps.

    My experience was that to integrate directly to Outlook (Insightly App) required a more expensive upgrade in Office subscription than the $5/mth for Google Apps and support from Google is streets ahead. 

    Google Apps then has an integration to Outlook that works really well: GASMO - Google Apps Sync for MS Outlook. Seems a long way around, but it allows me to retain familiar Outlook & Office.

    I've found a limitation that I'd like some help on: 

    All the contacts & full details are present in Outlook, sync'd from Google Contacts to "People",  but incoming emails do not "see" this so the Contact Cards associated with Inbox emails don't display phone# etc.

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  • Hi @Stefan thanks for the suggestion! We currently do not offer a contact sync for Outlook, however good news is that it's on our roadmap. For now you would have to merge fields in Excel to accommodate the fields in Outlook. Or you can give Stefan's suggestion a try. But hopefully more to come! 

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  • Hi Erin!

    Was searching the forums for an update on the Outlook contact synch. I'm a Mac user on Outlook 2016 - via Microsoft Exchange - and would just love to be able to have my contacts in Insightly (which I use as my master store) come down into Exchange. Appreciate that it's a tricky task, however - especially around offline edit conflicts. However if you're able to provide any insight from the product/engineering teams as to when that'll be available it'd really help keep this Insightly fan happy while waiting.

    Cheers!

    Richard

     

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  • Hi Richard,

    Great to chat with a fan! This is on our road map for end of 2016. I'll make sure to share any new information as it becomes available. :)

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  • Hi!

    If you are still in need for an Office 365 / Outlook.com contacts sync with Insightly, it is possible to do so with the PieSync integration. You can find more information about PieSync on Insightly's integrations page or on our website.

    Best, Grega

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  • Hi Grega and Nora, 

    I've just signed up for an insighly subscription and working on syncing my contacts with outlook 365 exchange.  I see this "is on our road map for end of 2016" but cannot locate the feature in settings.  Can you please advise? 

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  • Hello Johnathan,

    Can you provide the post where you saw this "is on our road map for end of 2016"? 

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  • Hi Alejandro, Yes it's two posts before mine.  

    Screenshot as well if it helps. :) 

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