Simplify your communication by keeping your customers from Google Contacts in sync with your Business Center account. Customize the import, export, and sync of the Contacts between the applications to ensure the records are always in sync.
Note: This integration only syncs with Business Center
This app integration is free in the Thryv Marketplace. You will need to sign in or create a Google Contacts account. Visit the Google Contacts website to see what option best suits your business.
Article Contents
Before Install
First, make sure you are signed in to your Google account. You will need to ensure that the contact fields you are using in your Google account currently are present in Thryv Business Center and create any additional fields that are needed. Click Here for a full guide to creating contact fields. Alternatively, any Thryv Business Center fields you wish to use for your Google contacts also need to be created. Also note that your Google Contacts account must already have one or more contacts in it.
Once your fields are set up, you will need to use an Example Client in Thryv Business Center. This example client must have information in each field you plan to sync. It is not necessary for this contact to be a real customer you communicate with. It could also be yourself as a client.
Once you have selected your example client, enter information in each field you plan on syncing. Note that the information does not have to be accurate, it is just to help map the integration. Note that if any fields included in the sync are blank on this example contact, none of the information will sync.
Once this step is complete you are ready to install the integration.
Installation
First, navigate to the Marketplace
Then, click on Google Contacts under Integrations
Next, you will be brought to the permissions screen, where you will be asked to provide permissions to connect Business Center and Google Contacts
You will need to check the box to agree to the terms and conditions, then click Submit.
On the next screen, select the Google account you wish to sync. Click on the drop-down and select or add your Google account.
When adding an account for the first time, you will need to grant access to your Google account. Click on Allow to proceed.
Once your account is selected, continue down to the sync options. There are 2 options available for sync, one-time or ongoing. Both options are a bi-directional sync. To get started, click on Setup and Run or Setup and Enable to get started.
Note: The bi-directional sync only includes new or changed contacts going forward. If your goal is to sync all current and future contacts, you will need to complete both syncs.
The process for mapping fields for each sync is identical.
Your Google Contacts fields will appear below. In the field below each one, start typing the name of a Business Center field to match them. This will map the fields for the sync. Once you have mapped all of the desired fields, click on Next
A confirmation screen will appear. Click on Save to continue. When you return to the sync options screen, for a one-time sync, the sync will show Completed with a timestamp of the sync. For an ongoing sync, the timestamp will indicate the last-completed sync. The sync will run automatically every 15 minutes.
You can edit the mapping of the fields of the current integration at any time. To do so, return to the app and click on the corresponding setup button and it will open the integration edit setup.
What to Expect From Sync
This integration will import all contacts to Business Center as Contacts, the user will be able to map the following fields from Google Contacts
- First Name
- Last Name
- Phone Number
- Company Name
- Department
- Job Title
- Birthday
- Notes
- Labels (maps to Tags within Business Center)
- Labels are only available with a one-time sync
Uninstall
If you wish to uninstall Google Contacts from your account, you can do so by clicking the Uninstall button available on the sync options screen on the top right corner as shown below
Once you click, you will see a confirmation screen. To confirm, Click on Uninstall
Once clicked, the integration will be deleted, and the connected Google account will be removed as well. Any ongoing sync of contacts will be ended immediately. However, any previously synced contacts will remain. If you wish to delete any synced contact from either software, you will need to do so in each one separately.
FAQ
Are there any limitations with the sync?
The “Google Contacts Ongoing Sync” does not support the sync of tags/labels between apps. This is only available on a one-time sync.
Can this app delete contacts in either software?
No, this integration will only add contacts, never delete.
Will this sync also add the conversation history with each contact?
No. In order to accomplish this, you would also need to connect the associated Gmail account as a channel in Command Center.
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