How do I sync in SyBox?

Updated

In SyBox, this is done in Settings > Team and customers > Contacts.

How to sync

  • "Sync contacts now" brings in every Google contact that has a valid international phone number. It adds new contacts and fills in names. It never overwrites a name your team set in SyBox. When it finishes you see "Contacts synced" with the number of contacts.
  • "Update names only" only fills in missing names for numbers that are already in your workspace. It never adds new contacts. Use this if your Google address book has many personal numbers you do not want in SyBox. When it finishes you see "Names updated" with the number of names.

Questions

Will syncing Google Contacts change names my team already typed?

No. Names set by your team are never overwritten.

I only want names for my existing customers, not my whole address book.

Use "Update names only".

I don't see the Google Contacts section.

It appears only if your workspace has this option.

I don't see "Import contacts from a file" or "Export contacts".

Importing needs "Show contact number". Exporting needs "View contacts directory" and "Show contact number". Ask your admin.

Will an import create duplicate customers?

No. A number already in SyBox is updated, even when the file writes it differently (with spaces, a leading 0, or 00 in place of +).

My Excel file shows the phone numbers as 2.01E+11.

That is how Excel displays a long number in a narrow column. The full number is still in the cell, and SyBox reads it whole. Widen the column to see it.

More about Contacts.