How contact syncing works

How contact syncing works

If a contact has been previously synced between Outlook and ProTracker, sync uses the unique Outlook EntryID and custom ProTracker ID fields to precisely locate that item again in Outlook. It uses a matching process when the Outlook item has an EntryID that ProTracker doesn't recognize and/or the ProTracker ID field is missing or blank.

 

From Outlook to Advantage

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If sync encounters a contact in Outlook that ProTracker does not recognize using the EntryID and ProTracker ID, it uses the this matching process:

1. Exact match on FileAs and the custom ProTracker "ID" field
2. Exact match on LastName and the custom ProTracker "ID" field
3. Exact match on FileAs
4. Exact match on Lastname and first 5 characters of Firstname

Steps 1 and 2 are only needed if the Outlook EntryID is changed for a previously synced item.  That can happen if, for example, the user moves previously synced items across data stores.

Steps 3 and 4 are where items that exist in both Advantage and Outlook but have not been previously synced get matched to each other.

If no match is found after step 4, the item is considered *new* to Advantage.

 

From Advantage to Outlook

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If sync encounters a contact in Advantage that Outlook does not recognize using the EntryID and ProTracker ID, it uses this matching process:

1. Exact match on FileAs

2. Exact match on FirstName and LastName

Sync does not use fuzzy matching or attempt to match on other data fields like email or phone number. The chance of selecting the wrong contact because two people share the same info would be too great.

 

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