How to save contacts to Google Contacts from OnePageCRM
Our Save to Google Contacts integration allows you to quickly and easily add contacts individually or in bulk from OnePageCRM to Google Contacts in one click helping you keep your Contacts up to date on Google Contacts.
| In this article learn how to: |
| Install Google Contacts |
| Save an individual contact to Google Contacts |
| Save contacts in bulk to Google Contacts |
How to Install Google Contacts
Under Configuration, click on Connect.
How to save an individual contact to Google Contacts from OnePageCRM
This will create a Contact in your Google Contacts with name, company, address, phone number(s), email address(es), job title, web URL and profile picture. Background information will be pushed to the notes section in Google Contacts.
Note: If it's your first time using the integration, you'll be asked to verify your Google account.
How to save contacts in bulk to Google Contacts from OnePageCRM
Select the appropriate contacts or organizations from any list view within the CRM → in the bulk update menu at the top → click on the 3-dots menu → select Save to Google Contacts from the dropdown.
Notes:
- In order to perform the bulk update, ensure you have installed the Google contacts integration first.
- It's recommended that you save a max of 3,000 contacts at a time. If you want to save more than 3,000 contacts we recommend splitting the contacts into batches of less than 3,000 contacts.
- You can save a maximum of 25,000 contacts to your Google Contacts account.
- If you delete a contact in OnePageCRM, the contact will not be deleted in Google Contacts.
- To update contact details, you can click Save to Google Contacts again to push updates to Google Contacts. You can only update details of contacts that you've saved to Google Contacts using the above process. If you save an existing contact that was not previously saved from OnePageCRM, this contact will be duplicated in Google Contacts, e.g. if you add a contact manually in Google Contacts and then use the Save to Google Contacts option to the same contact in OnePageCRM, the contact will be duplicate in Google Contacts.