Google Contacts Addin Guide


This Addin Guide contains proprietary information and shall not be used, disclosed, reproduced or shared, in whole or in part, without the prior written consent of the application developer.Should you need to do this or require further clarification, please contact the CRM Connect support desk quoting your serial number.




This page will guide you through configuration and basic use of the CRM Connect Google Contacts Add-in.It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.See the 'User Guide' for these topics.


Google Contacts and the database used to store your contact data should already be installed and working normally before proceeding with this integration.

CRM Connect must also be installed already with the initial configuration completed.If this is not the case, please see the 'Technical Installation Guide' or consult your system administrator.


Information You'll Need

  • Google Contacts username and password.

Configuration

Right-click the CRM Connect tray icon in the system tray menu and then left-click the 'Configuration' option from the menu that pops up, this will open the 'configuration' screen.In the 'Integration' area, click the 'Add new' button, select 'Google Contacts' from the 'Type' dropdown box and then click the 'Set' button.


On the 'Configuration' group press “Link”. 


Google Contacts integration configuration screen

You will be prompted to log into your Google Contacts account.


Google Contacts integration configuration screen


Next, you will need to click the ‘Allow’ button on your Google Contacts screen to authorise the integration.

Google Contacts integration configuration screen


Click the 'Save' button to store the information you've entered and apply the configuration.

Google Contacts integration configuration screen

Testing

Integration test results

To test if the configuration worked, enter a phone number from your Google Contacts account into the 'Telephone' box in the 'Integration test' area and click the 'Search' button.The results will be displayed after a few seconds.

The test area results should look similar to the results showing in the image here.If the test does not work, go to the 'Log' page of configuration and turn on logging, then do the test again and see if there are any errors in the log.