Contact synchronization

Contact synchronization is one-way outbound only. Inbound contact synchronization is disabled by default and cannot be enabled. This is because multiple Exchange users can have the same contact information for one contact, which creates data inconsistency, in addition to Exchange storing non-standard data.

Info

Objects of class type Person or UserPerson synchronize to external systems. Currently organizations, households, and departments do not synchronize.

Contact synchronization between NexJ CRM and Exchange Server

Contacts created by a user in NexJ CRM do not synchronize automatically to the user's contact list in Exchange. A user must be a member of the contact's coverage team or have the contact in the user's synchronization list in order for the contact to appear in Exchange, regardless of who created the contact. When a user is part of a contact's coverage team, the contact appears in the user's My Contacts list in the Home page in NexJ CRM . A user can add a contact to their synchronization list by right-clicking on the contact record in NexJ CRM and selecting Sync to Outlook.

Info

For more information about contact coverage, see Coverage.

Contacts are synchronized to Exchange using the following data mapping:

NexJ CRM field	Exchange Server field
Title	Title
Full Name (calculated field)	Full name (calculated field)
First Name	First Name
Initials	Middle Name
Last Name	Last Name
Affix	Suffix
Company	Company
Position	Job Title
Notes	Notes
Default Business Communication	Business Number
Default Home Communication	Home Phone Number
Default Mobile Communication	Mobile Business Number
Default Fax Communication	Business Fax Phone Number
Default E-mail Communication	E-mail
Default Business Address	Business Address
Default Business Address City	Business Address City
Default Business Address Country	Business Address Country
Default Business Address ZIP	Business Address ZIP/Postal Code
Default Business Address State	Business Address State/Province
Default Business Address Street	Business Address Street
Default Home Address	Home Address
Default Home Address City	Home Address City
Default Home Address Country	Home Address Country
Default Home Address ZIP	Home Address ZIP/Postal Code
Default Home Address State	Home Address State/Region
Default Home Address Street	Home Address Street
Date of Birth	Birthday
Gender	Gender
Language	Language

If any of these data fields are updated in Exchange, they remain updated even if synchronization executes for changes on other fields. However, updated data fields in Exchange are lost when the corresponding data fields are updated in NexJ CRM .

For example, a contact synchronizes with a first name of "John." If the first name changes to "Jack" in Exchange, it remains "Jack" in Exchange and remains "John" in NexJ CRM . However, if the first name updates to "Joe" in NexJ CRM , it becomes "Joe" in Exchange, overriding changes when synchronization executes.

Deleting contacts

Deleting a contact from NexJ CRM deletes the contact from all Exchange accounts that synchronize with that contact. Deleting a contact from Exchange has no effect in NexJ CRM . However, modifying the contact in NexJ CRM re-creates the contact previously deleted in Exchange.

Configuring view and edit security for contacts

The following view and edit security rules apply to contacts synchronization.

View and edit security is public by default in both systems.
Setting view security to private in NexJ CRM does not update any properties or fields in Exchange Server. However, NexJ CRM enforces its security by removing visibility of the contact from all other users in Exchange Server. It does this by deleting the contact from other users' Exchange accounts.
Setting edit security to private in NexJ CRM has no effect in Exchange, because Exchange users can edit their own contacts.
Setting a view group security in NexJ CRM synchronizes the contact to Exchange only for those in the group.
Setting an edit group security in NexJ CRM has no effect in Exchange.