Adding contacts from Outlook to Sage CRM

You must manually add Outlook contacts to Sage CRM. If you change company information for a contact in Outlook, you must manually update the company information for the contact in Sage CRM because it's not automatically updated when contacts are synchronized.

Be aware that you can't add a contact from Outlook to Sage CRM if the Outlook contact includes company information and you do not have insert rights to the company entity in Sage CRM. To add the contact in this case, you must either be given rights to insert company data by your system administrator or you must remove the company information from the Outlook record.

Sage CRM field level security is not applied to required fields in Outlook. For example, if you delete the contents of a required field in an Outlook contact and then synchronize with Sage CRM, you are not warned that a required field has not been populated.

  1. In Outlook, click the People tab at the bottom of the screen.
  2. Highlight the contact you want to add to Sage CRM.
  3. On the Outlook ribbon, click the Sage CRM tab and then click Add Contact.
  4. If the Outlook contact contains a company, a dedupe is performed on the company name.
    • If a company match is detected in Sage CRM, a list of matches is displayed. You can select a matching company or ignore the duplicates.
    • If you select a matching company, a dedupe is performed on the person and duplicates are displayed. If no duplicates are detected, the New Person screen is displayed in Sage CRM within Outlook with the existing contact details from Outlook filled in.
    • If a company match is not detected, or if a match is detected and you ignore it, a new company that includes the person details on the Person panel is automatically created using the Company name from Outlook.
  5. If the Outlook contact does not have an associated company, a dedupe is performed on the person name.
    • If a person match is detected in Sage CRM, a list of matches is displayed. You can select a matching person or ignore the duplicates.
    • To create a company for the contact in Sage CRM, click New Company on the Person details screen.
  6. Click Save to save the contact in Sage CRM. The contact is added to the Contacts tab and is included in future synchronizations. When a contact is added from Outlook to Sage CRM, the Outlook Plugin automatically synchronizes with Sage CRM on contacts only. This is to ensure that additional information entered in Sage CRM is reflected in Outlook.
  7. Any Outlook contact that's synchronized with Sage CRM is linked to detailed customer interaction history in Sage CRM. To view this history, click Contacts in Outlook. Select the contact and click View Contact. The Person Summary tab for the contact is displayed.