1. Adding Batchbook
Contacts to Gmail
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2. Start by going to the Sync & Integrations tab, and then click on Google Contacts.
(Note: only admin users have access to this tab).
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3. In order for the Gmail sync to work, you will need to allow Batchbook to access your
Google Contacts. On the first sync, we can bring over any contact groups you choose
from Gmail into Batchbook. After that, the sync works by sending tagged contacts
from Batchbook to Gmail.
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4. Choose which (if any) groups of contacts you want to import from Gmail. This is
a one-time only import, so be sure to have your Gmail Contacts organized and
ready before you do it.
Click Sync when you are ready.
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5. Choose a unique tag for your sync. This tag can be assigned to
any contact, and when it is assigned, that contact will sync over
to your Gmail account.
Click Sync after you have chosen your tag.
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6. Your sync will show up in your list of Sync Services, which you can
access from the Sync & Integrations tab.
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7. You can add your new sync tag to a group of contacts by
selecting more than one from your Contacts tab, or you
can add the tag to one contact at a time.
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8. Synced contacts will appear in their own group within Gmail.
Note: You only need to add the sync tag you created to a contact to sync it. The
contacts should go over relatively quickly, but occasionally you may notice a slight
delay. Clicking the sync button next to your Gmail sync on the Sync & Integrations tab
will re-sync everything, and is not suggested.
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9. Once you sync contacts to Gmail, you can add them to other groups
there, such as the default My Contacts group. This is helpful if you are
using Google Contacts to sync to things like your iPhone or Outlook.
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10. Email us at support@batchblue.com if
you have any questions.
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