Adding BatchbookContacts to Gmail                    1
Start by going to the Sync & Integrations tab, and then click on Google Contacts.                 (Note: only admin users ...
In order for the Gmail sync to work, you will need to allow Batchbook to access yourGoogle Contacts. On the first sync, we...
Choose which (if any) groups of contacts you want to import from Gmail. This is a one-time only import, so be sure to have...
Choose a unique tag for your sync. This tag can be assigned toany contact, and when it is assigned, that contact will sync...
Your sync will show up in your list of Sync Services, which you can             access from the Sync & Integrations tab.  ...
You can add your new sync tag to a group of contacts by selecting more than one from your Contacts tab, or you         can...
Synced contacts will appear in their own group within Gmail.    Note: You only need to add the sync tag you created to a c...
Once you sync contacts to Gmail, you can add them to other groupsthere, such as the default My Contacts group. This is hel...
Email us at support@batchblue.com if      you have any questions.                                       10
Upcoming SlideShare
Loading in …5
×

Adding batchbook contacts to gmail

1,011 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,011
On SlideShare
0
From Embeds
0
Number of Embeds
79
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Adding batchbook contacts to gmail

  1. 1. Adding BatchbookContacts to Gmail 1
  2. 2. Start by going to the Sync & Integrations tab, and then click on Google Contacts. (Note: only admin users have access to this tab). 2
  3. 3. In order for the Gmail sync to work, you will need to allow Batchbook to access yourGoogle Contacts. On the first sync, we can bring over any contact groups you choose from Gmail into Batchbook. After that, the sync works by sending tagged contacts from Batchbook to Gmail. 3
  4. 4. Choose which (if any) groups of contacts you want to import from Gmail. This is a one-time only import, so be sure to have your Gmail Contacts organized and ready before you do it. Click Sync when you are ready. 4
  5. 5. Choose a unique tag for your sync. This tag can be assigned toany contact, and when it is assigned, that contact will sync over to your Gmail account. Click Sync after you have chosen your tag. 5
  6. 6. Your sync will show up in your list of Sync Services, which you can access from the Sync & Integrations tab. 6
  7. 7. You can add your new sync tag to a group of contacts by selecting more than one from your Contacts tab, or you can add the tag to one contact at a time. 7
  8. 8. Synced contacts will appear in their own group within Gmail. Note: You only need to add the sync tag you created to a contact to sync it. The contacts should go over relatively quickly, but occasionally you may notice a slightdelay. Clicking the sync button next to your Gmail sync on the Sync & Integrations tab will re-sync everything, and is not suggested. 8
  9. 9. Once you sync contacts to Gmail, you can add them to other groupsthere, such as the default My Contacts group. This is helpful if you are using Google Contacts to sync to things like your iPhone or Outlook. 9
  10. 10. Email us at support@batchblue.com if you have any questions. 10

×