How can I begin syncing Mojo to Outlook Contacts?
In this article, we will go step by step on the process of setting up the integration from Mojo to Outlook Contacts, lets get started!
1.) If you haven't already, you'll want to access the first page on onboarding here.
2.) From here, you'll want to navigate to the where it says 'Mojo contacts to Office 365 contacts' and click 'Activate':
3.) From here, you'll want to click 'Connect Mojo account' and then enter your Mojo credentials and follow the prompts to allow API Nation to connect to Mojo:
4.) From here, you will want to confirm that you are not using any other integrations between these two applications (This is to prevent scenarios such as duplicated contacts), once confirmed, you'll want to click on 'Connect Outlook account' and enter your desired Outlook credentials and follow the prompts to allow API Nation to connect to Outlook Contacts:
5.) Once you've connected Outlook Contacts, we are almost ready to begin syncing, but lets review the options you can select:
- Group Filter: This option will allow you to specify which 'Groups' of leads from Mojo you'd like to sync to Google Contacts, if you would like them all to sync regardless of their Category, select 'All'.
- Select Contact Folder: In this dropdown, you can specify which Outlook Contacts group you'd like to sync your contacts into.
- Do not overwrite information in Outlook fields. Only add information into blank fields: With this checkbox, we can specify if we would like data to be overwritten in Outlook Contacts if we find a match or if we should only populate data into fields with no value.
- Mapping: The mapping of the integration will come with some preset fields that are already linked together, but you are free to map them however you like.
NOTE: In order for contacts to sync into Outlook Contacts, they MUST have an email address or a phone number for our software to allow them to sync, this is allows our software to find existing contacts and prevent duplicates.
With this in mind, please make sure that the email address and phone fields are mapped in order for your contacts to sync.
Once we have confirmed all of our settings, we can scroll up to the top of the page and click 'Start Sync', once we click this button we will be prompted to enter our payment information for the monthly subscription for this service (NOTE: If you already have a payment method on file, it will default to this payment method):
6.) At this point we are all setup!
At this point, we will sync contacts from Mojo to Outlook Contacts as contacts are created and updated within Mojo with an email address or phone number.