MavinCRM Sync

MavinCRM Sync facilitates the transfer of contacts, tasks or calendar entries, from Outlook to the selected location. The tool integrates with the Microsoft email client and can come in handy when you wish to synchronize your contact book with your Zurmo CRM account.

MavinCRM Sync is designed to help you categorize and synchronize several elements from Outlook with the selected destination account. The add-in is displayed within Outlook, in a specific menu on the command ribbon. You can easily access this menu to configure the synchronization parameters.

You need to enter the Web server address and your authentication credentials. You can also enable the auto-synchronization of the selected elements: contacts, calendar entries, tasks, or documents. The sync interval must also be specified and is measured in minutes. It is recommended that you set a short interval, to ensure that all your work is synchronized, backed up to the corresponding account.

By default, MavinCRM Sync is designed to make the connection between your Outlook workspace and the Mavin CRM service. However, the association with Zurmo CRM can be accomplished within a few minutes, by copying certain files, as long as the Zurmo service is configured on your computer.

MavinCRM Sync’s installation package includes several libraries, written in PHP, that you can copy inside the specified Zurmo folders. The afferent documentation can help you with this task. The library files are designed not only to extend Zurmo CRM’s functionality but to also create the connection to Outlook.

Moreover, once MavinCRM Sync is installed a specific category is created in Outlook, to facilitate the synchronization of the supported items.

Having the special MavinCRM Sync category in the dedicated menu, the data transfer can be performed quick and easy. In other words, you can synchronize any element that supports categorizing, including email addresses that you use for the first time when writing a new email. You may also sync tasks, folders, calendar entries/appointments/meetings.