Once you have installed Sugar’s Plug-In for Outlook, you can use the plug-in to sync your Outlook contacts to Sugar.
Steps to Complete
- In Outlook, select the Contacts tab.
- Select “Outlook Data Files” in the Current View section to view contacts in vCard format.
- Hold down the control (Ctrl) key and select the contacts you want or hold down the shift key to select a range of contacts.
- Click Mark to Sync.
- Click Sync to Sugar.
Outlook checks its connection to Sugar and begins the process of synchronizing the records. During the synchronization process, a dialog box displays a count of records processed. When the process is over, the dialog box closes and synchronization is complete. You can now view the contacts in the Sugar’s Contacts module.