Syncing Salesforce Contacts to Smartphones with CiraSync
Read the instructions or check out the video below to learn how to sync Salesforce contacts to smartphones with CiraSync: Before You Start Before you can sync Salesforce Contacts, you will need to have purchased the following: Either Salesforce Enterprise or...
Assigning Admin Roles to the CiraSync Service Account
When upgrading to CiraSync Enterprise Edition, a dedicated service account with the Global Administrator Role is required. However, after signing in to the CiraSync Enterprise Edition for the first time, the service account can be demoted by assigning the service...
Cleaning up Contacts and Calendars from Targeted Users in CiraSync
When one of your employees leaves your company, you may have already removed their CiraSync license. However, they still have access to the Contacts and Calendar events pushed by CiraSync to their smartphones. This guide shows the two ways to clean up Contacts and...
How to Rename a Synced Calendar | CiraSync
Yes, you can rename calendars, and all users in your tenant should be able to see the changes once a sync is performed. Please do the following to rename your calendars and sync this change to your users: Click the calendar you would like to edit in the...
Can users in my tenant add their smartphone contacts to contact lists managed by CiraSync?
CiraSync is a one-way sync from the Source to the user’s mailbox. The program is meant to sync contacts from Office 365 GAL, Public Folders, and Shared Mailboxes to the user desktop mailbox. From there, the smartphones will sync these contacts using the Native...
Syncing iCalendars with CiraSync
This guide shows how to sync iCalendars to Outlook- and Exchanged-enabled smartphones with CiraSync. However, if your Calendars are Outlook Web App Links instead of iCalendars, check out how to convert them to iCalendar attachments with this article. Instructions Log...
Contact photos are not syncing to my phone. What should I do?
If you are a CiraSync Personal Edition customer, please note that Personal Edition is a limited capability version of Enterprise Edition. Personal Edition does not include contact photo sync. If you are interested in CiraSync Enterprise Edition, contact us to get...
How long does it take to receive an invoice from CiraSync?
Invoices are sent immediately and should appear in your inbox within 30–40 minutes. For more information on pricing and payment options, check out our Pricing FAQ.
During a CiraSync sync task, what will happen if there is a contact in the sync configuration that already exists in a user’s mailbox?
During the sync process, CiraSync will look for any duplicates. CiraSync considers a contact as a duplicate if the email address in each contact are identical. When CiraSync finds a duplicate contact, they will merge the contact in the sync configuration to the...
If I accidentally deleted a contact from my smartphone, will it also delete from the CiraSync contacts on my Outlook?
CiraSync is a one-way sync in terms that it will never write back to the source (GAL, Public Folder, etc). However, any changes users make to their phone contacts will propagate to their Outlooks / mailboxes. If changes are performed on CiraSync managed contacts,...
Is there a way to remove or exclude specific contact fields of contacts synced by CiraSync?
It depends on the field you are trying to exclude. If you are trying to exclude the primary email field, then that isn’t possible. CiraSync is coded to push the primary email by default. This cannot be changed. However, instead of adding external contacts to...
Is it possible to add another Contact Field to CiraSync sync tasks? If yes, how can I do this?
Yes, you can sync contact fields besides the defaults by doing the following: Click the account username at the top-right corner of the CiraSync dashboard. Click SETTINGS. Click Contact Fields. Find the contact field you would like to sync. Click the...
If I sync the root contacts folder, will all the subfolders sync as well?
No, choosing to sync the root contact folder will not sync its subfolders. Instead, you can create multiple contact lists in CiraSync using these subfolders as the source. Then, you would sync these contact lists to the root contact folder.
How do I sync Distribution Groups with CiraSync?
You can sync a Distribution Group by selecting the group as the source and target when you are creating a sync configuration. Then, in Step 3 of creating a sync configuration wizard, make sure to check the Sync Group as Contact box. Distribution Groups can be used to...
I am updating contacts with new contact information, but CiraSync keeps adding contact information to the contact instead of replacing it with the new information. Why is this happening? What should I do?
You probably have the same contact in your phone’s default Contact folder or in a folder not managed by CiraSync. In this case, CiraSync will not touch these duplicate contacts, but instead, merge these contacts. This can be solved by cleaning up your device...
Our users aren’t getting their voicemails rolled over to their emails. What should I do?
CiraSync does not do interact with voicemails or email. CiraSync is a SaaS cloud platform that syncs Shared Contacts, Calendars, and Sticky Notes from the Office 365 Global Address List, a User Mailbox, and/or Public Folders.
How do I sync Contact Notes with CiraSync?
Contact Notes sync is turned off by default. You will need to enable it before you can sync notes. Please do the following to enable Contact Notes sync: Go to your account settings. Click Contact Fields. Search for Notes. Click the Write and Overwrite boxes in...
I have mailboxes on On-Premise Exchange. Can CiraSync work with these Public Folders?
No, CiraSync only works for Office 365 mailboxes. We have a separate solution for on-premise mailboxes and Office 365 called itrezzo UCM.
Does my CiraSync service account need to have a CiraSync license?
CiraSync service account does not need to have a CiraSync license.
How do I terminate my CiraSync partnership?
Please do the following to terminate your CiraSync partnership: Launch your CiraSync EE Tenant Dashboard. Click the account username at the top-right corner of the dashboard. Click SETTINGS. Click Partnerships. Click the...
How can I remove a user from receiving CiraSync license reports?
Do the following procedure to remove a user from receiving CiraSync license reports: Instructions Log in to the CiraSync dashboard. Click the username in the top-right corner of the dashboard. Click Settings. (See figure below.)You will be taken to the CiraSync...
I just created a new Office 365 user in our tenant for an upcoming employee. How soon can I expect the new user to appear for licensing?
The new user should be visible on the CiraSync dashboard immediately after the new account has been created. Your next step should be to add this new Office 365 user to a contact list or a contact collection. From there, you can run a manual sync with Auto-License and...
Can I create and sync Public Folder subfolders?
Yes, you can create subfolders in your Public Folders, and CiraSync can push the subfolders to your users. However, if you sync the root folder, none of the subfolders will sync. Interested in learning more? You can read all about how to create, share, and use public...
How can I use CiraSync to lock users from making changes to our Contacts or override their changes?
Please do the following: Click the username in the top-right corner of the CiraSync dashboard. Click Contact Fields. Scroll to the Contact Field(s) you would like CiraSync to override user changes to. Check Clear. By checking Clear, CiraSync will delete any...
How do employees make changes/updates to the contacts?
All changes should be done in the Contact Source. CiraSync will then read these changes, update user mailboxes, and push these changes to users automatically.
Can I target sync target a specific group of users in a CiraSync sync procedure?
Yes, with CiraSync Enterprise Edition, you can create multiple contact lists. For each contact list, you can define the source where CiraSync will pull the contacts from, and the target users who will receive the synced contacts in their mailbox and smartphones. This...
Can I choose which CiraSync Contact Lists I want to sync instead of all of them at once?
Yes, CiraSync allows users to perform syncs on Sync Configurations individually. Please do the following to learn how: Launch the tenant CiraSync Enterprise Edition dashboad. Click the VIEW button in the Contact Lists pane. Click the vertical ellipsis next to the...
Is there a way to exclude specific contacts if using an Office 365 Distribution Group as the source of the sync?
Yes, you can use CiraSync to exclude specific contacts as the source of a sync when using an Office 365 Distribution list as the source. Please do the following: Create a Contact Collection from an Office 365 Distribution Group. Click the drop-down arrow next...
We have multiple separate domains with separate Microsoft Office 365 tenants. We want to sync our Global Address List across all domains. Can CiraSync do this?
CiraSync does not have this capability. However, CiraSync can be used to sync the GAL between tenants by syncing mailboxes containing the GAL from one tenant into another. For more information, check out How to Sync the GAL between Two...
We have customers who have iPhones and require shared contacts once they move to Microsoft Office 365: can CiraSync support this functionality?
Yes, CiraSync can sync Office 365 contacts to iPhones. Once your customers move to Office 365, CiraSync will sync contacts and calendars from the GAL, Public Folders, and shared mailboxes to Office 365 mailboxes and then propagate the sync to iPhones through the...
I am looking to create a shareable central database of contacts that can also sync to smartphones. Can CiraSync provide what I need?
CiraSync would be perfect for you! With the CiraSync Enterprise Edition central management dashboard, you can create contact lists, organize the lists by department and frequency of use, and allow your users to choose who gets which lists. CiraSync will then pull...
Calendar events are not syncing to my phone. What do I do?
This can happen for several reasons. You do not have a service account that is set to Application Impersonation Mode. Application Impersonation allows CiraSync to impersonate an admin account in order to sync and perform sync tasks. If your contacts and calendar...
Contacts are not syncing to my phone. What do I do?
This can happen for several reasons. You do not have a service account that is set to Application Impersonation Mode. Application Impersonation allows CiraSync to impersonate an admin account in order to sync and perform sync tasks. If your contacts and calendar...
What will happen If I sync a shared calendar to my users, and they have the same event in their own calendar?
Because CiraSync will not touch personal contact and calendar items (i.e. anything added by the user), the event will show up twice. There will be one copy of the event in the synced shared calendar and one in the user’s personal calendar.
How do I receive meeting invitations as iCalendar attachments instead of Outlook Web App links?
To set these meeting invitations, you have to configure your Calendar settings on web view by doing the following: Log in to the Office 365 Portal. Open the Calendar. Click the gear on the top right corner. The settings pane will pull out. Click IPOP and IMAP...
Does Calendar Sync consolidate events from multiple calendars into one for all Outlook users?
Yes, CiraSync can do this. You will have to perform multiple sync tasks. Each sync task needs to have a different source, but the same targets. Once these tasks have been performed, CiraSync will consolidate all these events into one calendar for all the members of...
Is there a way to sync the Category Colors from my Outlook calendar?
CiraSync cannot sync Category Colors. Category Colors is an Outlook function only.
How often do Contacts update? Is there any where to see the Contact sync results?
If your Schedule and Streamer is enabled, Contacts will update multiple times a day. The Streamer will look for updates about every 30–40min and push any updates it found. You can check for the synced results by doing the following: Scroll down on the main...
