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 is not 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' will sync all Outlook Contacts to Rocket Matter for all users that have Contact syncing enabled. This may result in duplicate Contacts. It is advised that you audit your Contacts before, or immediately after the sync. All Rocket Matter users in the account will have access to 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 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 that your Office 365 integration has been completed.
If Office 365 integration has not been enabled, refer to the FAQ on how to Set up Office 365 integration.
2. Select 'Settings' from the left-hand navigation panel.
3. Then, click 'Manage Users'.
4. Select the user that you want to set up Contact Sync with Office 365.
5. Toggle to enable the Contacts Sync.
6. For Contacts, navigate to your Office 365 account and click ‘People’.
In the 'People' > 'Contacts' section you will see your Rocket Matter Contacts. Contacts from Office 365 will also sync over to Rocket Matter, and will continue to sync automatically without any manual work.
