{"id":74116,"date":"2024-03-12T04:35:59","date_gmt":"2024-03-12T12:35:59","guid":{"rendered":"https:\/\/cirahub.com\/?p=53813"},"modified":"2024-03-12T04:35:59","modified_gmt":"2024-03-12T12:35:59","slug":"two-way-sync-contacts-deal-cloud-and-sharepoint","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-sharepoint\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and SharePoint"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Deal Cloud and SharePoint.<\/span><\/p>\n<p>Syncing contacts in SharePoint with Deal Cloud is a great way to increase efficiency and productivity across a company. By integrating these two platforms, all communication and collaboration can happen in one place saving time and effort. SharePoint is a centralized hub for team collaboration and document management. Deal Cloud is a customer relationship management (CRM) solution built specifically for the sales and deal management market. Pairing the two platforms creates a seamless flow of information. Enabling both platforms to do what they do best, manage customer information.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync <span data-contrast=\"none\">Deal Cloud <\/span>contacts with <span data-contrast=\"none\">SharePoint<\/span>.<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data from <span data-contrast=\"none\">Deal Cloud <\/span>to <span data-contrast=\"none\">SharePoint<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between <\/span><span data-contrast=\"none\">Deal Cloud <\/span><span data-contrast=\"none\">and SharePoint.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_SharePoint\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">SharePoint<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the &#8222;C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts&#8220; object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"512\" height=\"354\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>3. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" width=\"713\" height=\"527\" \/><\/p>\n<p>4. Type in Deal Cloud API Access information to sync its account data to CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"722\" height=\"526\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"680\" height=\"498\" \/><\/p>\n<p><span data-contrast=\"none\">6. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_SharePoint\"><\/span>Step 2: Create a Spoke for SharePoint<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>7. Next, select <a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/sharepoint\/collaboration?ms.officeurl=sharepoint&amp;rtc=1\">SharePoint <\/a>as the source type for your contact spoke.<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41332 size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-pick-sharepoint.jpg\" alt=\"Select Sharepoint\" width=\"975\" height=\"442\" \/><\/strong><\/p>\n<p>8. Click <strong>Grant Access<\/strong> to give CiraHub Permission to <a href=\"https:\/\/cirasync.com\/integrations\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\">two-way sync SharePoint contacts<\/a> and browse your company users or contacts.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41336 size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-click-grant-access.jpg\" alt=\"Click Grant Access\" width=\"967\" height=\"388\" \/><\/p>\n<p>9. You will need to sign into your Microsoft Account.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41340 \" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sign-in-to-microsoft.jpg\" alt=\"\" width=\"561\" height=\"468\" \/><\/p>\n<p>10. Give <strong>CiraHub <\/strong>Access to your <strong>SharePoint <\/strong>account and always check the box that states \u201cConsent on behalf of your organization\u201d.<\/p>\n<p>11. Select a <strong>SharePoint <\/strong>Contact List to sync with CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41348 size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-select-sharepoint-contact-list.jpg\" alt=\"Select Sharepoint Contact List\" width=\"964\" height=\"576\" \/><\/p>\n<p><strong>12. Next<\/strong>, right-click your spoke, and select \u201c<strong>Sync Options<\/strong>\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41356\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sharepoint-sync-options.jpg\" alt=\"Sharepoint Sync Options\" width=\"421\" height=\"384\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sharepoint-sync-options.jpg 421w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sharepoint-sync-options-300x274.jpg 300w\" sizes=\"(max-width: 421px) 100vw, 421px\" \/><\/p>\n<p>13. From there, you will be taken to a new window; click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41360\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-allow-hub.jpg\" alt=\"Sharepoint Allow Hub\" width=\"976\" height=\"316\" \/><\/p>\n<p><strong>14. Click<\/strong> the Advanced tab to set up <a href=\"\/?p=39341\">contact filtering<\/a> settings for SharePoint.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41364\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-advanced-tab.jpg\" alt=\"Sharepoint Advanced Tab\" width=\"972\" height=\"724\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-advanced-tab.jpg 972w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-advanced-tab-480x358.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 972px, 100vw\" \/><\/p>\n<p>15. Click on \u201c<strong>Sync Now\u201d<\/strong> to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41368\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sync-noww.jpg\" alt=\"Sharepoint Sync Now\" width=\"546\" height=\"540\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">CiraHub trial<\/a> today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Deal Cloud and SharePoint. Syncing contacts in SharePoint with Deal Cloud is a great way to increase efficiency and productivity across a company. By integrating these two platforms, all communication and collaboration can happen in one place saving time and effort. SharePoint is a [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-74116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2024-03-12"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to\u00a0Two-Way Sync Contacts Between Deal Cloud and SharePoint &#8212; CiraSync<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-sharepoint\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and SharePoint\" \/>\n<meta property=\"og:description\" content=\"This comprehensive article will outline how to two-way sync contacts between Deal Cloud and SharePoint. Syncing contacts in SharePoint with Deal Cloud is a great way to increase efficiency and productivity across a company. By integrating these two platforms, all communication and collaboration can happen in one place saving time and effort. SharePoint is a [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-sharepoint\/\" \/>\n<meta property=\"og:site_name\" content=\"CiraSync\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CiraSync\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-03-12T12:35:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1732\" \/>\n\t<meta property=\"og:image:height\" content=\"1196\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Tara Parachuk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:site\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:label1\" content=\"Verfasst von\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tara Parachuk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data2\" content=\"6\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-sharepoint\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-sharepoint\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and SharePoint\",\"datePublished\":\"2024-03-12T12:35:59+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-sharepoint\\\/\"},\"wordCount\":497,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-sharepoint\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cirasync.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/CiraSync-Knowledge-Base-1080x630-Light.jpg\",\"articleSection\":[\"CiraHub\",\"Support Articles\"],\"inLanguage\":\"de\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-sharepoint\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-sharepoint\\\/\",\"name\":\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and SharePoint &#8212; 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