How to enable Contact Sync with Office 365

  • Calendar event attendees will not be included in synced events unless contact syncing is enabled.
  • If contact syncing isnot enabled, all calendar event attendees that have the same contact record and email address existing in both Outlook and Rocket Matter will be added to the calendar event successfully.
  • Clicking 'Enable Contact Sync' willsync all Outlook contacts to Rocket Matter for all usersthat have the contact syncing enabled. All Rocket Matter users in the account will have access to see all synced contact records. Also, once enabled, all Rocket Matter contacts will appear as a contact record in Office 365.
  • You can disable the contact sync within Rocket Matter at any time ending any further contact syncing. However, disabling the contact sync in Rocket Matter won't remove any previously synced contacts, those contact records will remain unless manually deleted.

1. Confirm 'Set up with 365' has been completed

If it is not enabled, refer to the FAQ on how to Setup Office 365 integration.

2. Click 'Settings'

3. Click 'Manage Users'

4. Select the User that you prefer to set up Contact sync with Office 365

5. Enable the Contacts sync

6. For Contacts, navigate to your Office 365 account and click ‘People’

7. In the ‘People’ > 'Contacts' section you will see that the Rocket Matter Contacts will appear. Contacts from Office 365 will also have synced over to Rocket Matter, and will continue to sync automatically without any manual work