Outlook Add-in: Contact Export
The Local Outlook Add-in enables users to export contact data from AdvisorEngine CRM to Microsoft Outlook. This is a one-way synchronization. Due to limitations of Microsoft Outlook Contacts, primarily only Person 1’s contact info on a Record is exported.
To see exactly which fields in AE CRM are brought into which fields in Outlook, take a look at the Outlook Field Mapping PDF
Note: To avoid interfering with your regular contact list, we recommend first creating a folder in your contacts specifically for the CRM export/sync.
Enabling Contact Export
- In Microsoft Outlook, from the Add-in Email Toolbar click the blue question mark .
- Click .
- Under Auto Contact Export, select On.
- Click the Refresh button to load your contact folders.
- Use the drop-down to select the Contact Folder to export to.
- Click .
- A pop-up window appears acknowledging that the sync will start shortly. Click .
A new pop-up window starts the exporting process and will close automatically when the process is finished.
Changes made in AE CRM will now automatically synchronize to these contacts. Do not edit these contacts in Outlook directly. Edit the information stored in your CRM so changes show in both locations.
Note: The Contact Export feature sends Person 1 Birthdays to the Contact. If you do not want to receive an Outlook notification for every birthday, you will need to disable the Outlook Birthday calendar.
Installing the Outlook Add-in
Before you begin installation of the Local Outlook Add-in, verify that you meet the Email Integration system requirements. Note: The Local Outlook Add-in will not work with the web application version of Outlook. If you currently use only the web ...
Outlook Add-in Is Missing
If installed and enabled, the Outlook Add-in should appear above the list of email messages in the Outlook Mail section. If the add-in stops loading when it previously worked, try the following steps to re-enable it: Check Slow and Disabled COM ...
Can't Log In to the Local Outlook Add-in
If you are entering your username and password into the Local Outlook Add-in and are unable to successfully log in, there may be an issue with your system time. First verify that your username and password are correct and your account is not locked ...
Microsoft 365: Contact Sync
Once the Microsoft 365 integration is Set up for your User, you can sync contacts between AdvisorEngine CRM and a Contact folder within Microsoft 365. This is a per-user setting and must be enabled and configured individually for each User that ...
Outlook Add-in Floating Outside of Outlook
If your Outlook Add-in is loading before Outlook finishes loading and ends up floating outside of the main Outlook window, you can take the following steps to correct it: Launch Outlook. Navigate to File > Options. In the General options section, ...