Microsoft Outlook to InterAction Sync supports the synchronization of both contacts and optionally, calendar items (appointments and meetings). The synchronizing of contacts is a two-way sync between Outlook and InterAction, whereas the synchronizing of calendar items is only from Outlook to InterAction.
Microsoft Outlook to InterAction Sync occurs between the InterAction database and your Microsoft Exchange Server. End users do not need to do anything for the synchronization to occur. For more information, see How Does Microsoft Outlook to InterAction Sync Work?
Contact Synchronization
Both InterAction and Outlook let users maintain lists of their contacts. When using InterAction for Microsoft Outlook, a user’s Outlook contacts are synchronized with a corresponding list of the user’s contacts in InterAction.
You can only synchronize a user’s Outlook contacts with the contacts in that user’s contact list. You cannot synchronize Outlook public folders with InterAction.
The first time a user’s Outlook contacts are synchronized with his or her contact list in InterAction, InterAction contacts are added to Outlook and the Outlook contacts are added to InterAction. Microsoft Outlook to InterAction Sync then keeps the two lists synchronized - when you update a contact in Outlook, the corresponding InterAction contact is updated with the same changes. Similarly, when you update a contact in InterAction, the corresponding Outlook contact is updated.
Microsoft Outlook to InterAction Sync does not “match up” contacts. For example, if a user has Jane Tarnoff in Outlook and Jane Tarnoff in InterAction, when Microsoft Outlook to InterAction Sync runs for the first time, duplicate contacts will be created.