How to setup SyncClientOutook
Steps for setting up SyncClientOutlook:

1), In order to sync between our ebsuite system and Microsoft Outlook, you should first download SyncClientOutlook software at Account -> Preferences -> Sync - Sync Parameters -> Download MS Outlook Sync Client.

2), After install the software, you need to do some setups.

Start SyncClientOutlook, go to Edit -> Communication settings

Sync Server URL: http://www.ebsuite.com/sync4j
User name: Your company name +"_"+"_"+your username (For example, testdrive__guest)
Password: Your account password

Go to Edit -> Synchronization settings to choose which entity(s) you want to sync.

f you are not a company administrator, please make sure your company administrator check the mapping in step 3.

3) For company administrator, please go to your account on ebsuite01, Account -> Setup -> Organization/Contact - Sync Parameters to check the sync mappings. Choose your fileds in EBSuite system from the drop down list and map them to the Outlook fields name on the left. If you didn't change anything on Contact create page and Task create page, you can skip this step.
 

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Solution #: 34
Type: Knowledge Base
Status: Draft


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