How can I begin syncing iCloud Contacts to kvCORE?
In this article, we will go step by step on the process of setting up the integration between iCloud Contacts to kvCORE, 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 'iCloud Contacts contacts into kvCORE' and click 'Activate':
3.) From here, you'll want to click 'Connect kvCORE account' and then enter your kvCORE credentials and click on 'Authorize':
4.) From here, you'll want to click 'Connect iCloud Contacts account' (NOTE: You will need to use an 'App Specific' password for your iCloud account, this is NOT your regular password. Instructions on how to obtain this can be found here or you can watch a video tutorial here.)
5.) Once you've connected iCloud, we are almost ready to begin syncing, but lets review the options you can select:
- Sync All on First Run: This option decides if you'd like to sync all of your contacts from kvCORE/iCloud Contacts; if this option is left unchecked, the integration will only sync contacts from kvCORE/iCloud Contacts as contacts are created or updated in kvCORE/iCloud Contacts; generally speaking we do recommend checking this box if you'd like to receive all of your data, but the choice is yours!
- 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 kvCORE, they MUST have the three following fields:
- A First Name
- A Last Name
- An Email Address OR Phone Number
With this in mind, please make sure that these 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):
5.) At this point we are all setup!
At this point, we will sync contacts from iCloud Contacts to kvCORE as long as there are the following three required fields:
- An email address or phone number
- A first name
- A last name
