Total Synergy Integration

Connect Total Synergy to keep AEC project contacts, clients, and consultants in sync across Microsoft 365—and on every architect’s or engineer’s smartphone—without manual exports or app installs.

Total Synergy AEC project contacts syncing to Microsoft 365 and employee smartphones via CiraSync

Two-Way Sync: CiraSync Hub

One-Way Sync: CiraSync Cloud & On-Prem

What this integration does:

  • Two-way sync of Total Synergy contacts with the Microsoft 365 Global Address List (GAL), User Mailbox, Google, iCloud, or another CRM (via CiraHub)
  • Automatic distribution of updated project contacts, client records, and consultant details to Outlook and iOS/Android smartphones (via CiraSync)

How it works:

  1. Connect: Sign into Total Synergy and Microsoft 365 in CiraHub to enable sync
  2. Map: Choose contact objects (project contacts, clients, consultants), map fields, and set sync direction and filters
  3. Sync to phones: CiraSync pushes the latest contacts to users’ native Contacts apps

Note:

Total Synergy connects through CiraSync Hub; CiraSync Cloud or CiraSync On-Prem handles secure, automated delivery to smartphones.

Who benefits:

  • Architects & Design Teams: current project client contacts on smartphones for on-site access
  • Project Managers & Consultants: a shared, accurate view of project contacts across Microsoft 365 and Total Synergy
  • Finance & Operations: vendor and client records stay aligned between Total Synergy and Microsoft 365 automatically
  • IT Teams at Multi-Office AEC Firms: centralized control over contact sync across offices in Australia, the US, and the UK

Outcomes:

  • Eliminate manual CSV exports and duplicate entry between Total Synergy and Microsoft 365
  • Give field staff and architects current project contacts on their phones with no app required
  • Keep the Microsoft 365 GAL aligned with Total Synergy contact data automatically
  • Reduce data drift across AEC project, client, and consultant records

Requirements:

  • CiraHub subscription (for two-way sync) or CiraSync Cloud/On-Prem subscription (for one-way sync to phones)
  • Total Synergy subscription
  • Microsoft 365 admin consent

Frequently Asked Questions

How do I get Total Synergy contacts on my phone?

CiraSync connects Total Synergy to Microsoft 365 and automatically pushes project contacts, client details, and consultant records to iOS and Android smartphones.

Can architects access project client contacts on-site?

Yes. CiraSync syncs Total Synergy contacts to smartphones automatically, so architects and field staff have current client and project contact information available on their devices at all times.

Does CiraSync sync only active project contacts?

CiraSync gives administrators granular control over which Total Synergy contacts are synced, allowing IT teams to target active projects, specific client groups, or defined consultant networks based on their firm’s requirements.

How is this different from Total Synergy's built-in email integration?

Total Synergy’s email integration connects the platform to Microsoft 365 for email and calendar functions, but does not push contact records to the Microsoft 365 GAL or to employee smartphones; CiraSync specifically handles that contact synchronization.

Can we sync consultant networks separately from internal staff?

Yes. CiraSync Hub allows administrators to configure separate sync rules for different contact groups, so consultant networks, client contacts, and internal staff can be managed and distributed independently.

What Total Synergy contact fields can be synced?

CiraSync supports standard contact fields including name, job title, company, phone numbers, email addresses, and physical addresses, with field mapping configured by the administrator during setup.

soc2comliant
GDPR