HOWTO Sync Outlook with vTiger

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vTigerCRM

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Once you have installed the downloadable Add-on for Outlook you must create a new vTiger Contacts folder in Outlook to sync your contacts with vTigerCRM. This serves to prevent duplication and to keep your personal address book private.

1. Download the Outlook Add-on from vTiger's Community Site

http://vtiger.com/index.php?option=com_content&task=view&id=30&Itemid=57

1. Follow the Instructions to Install and Setup the Add-On
2. Once you have activated the vTiger toolbar in Outlook by Logging In: Create a new 'vTiger Contacts' folder in the contacts section of Outlook.
3. Highlight the vTiger Contacts folder in Outlook and select Sync from the vTiger Toolbar in Outlook.
4. The sync process will begin after you allow vTiger to access your Outlook via the popup.

At this time the contacts assigned to you in vtiger will sync with the selected folder.

WARNING: Whatever contacts are in the selected folder WILL upload to vTiger.  Be careful which folder is selected before Syncing to prevent duplication.