One Way Sync
One way sync will copy selected Insightly contacts to your Google Contacts and keep them updated when their details change in Insightly. If you just want a copy of your Insightly contacts available within Gmail or on your phone, we recommend you choose One Way Sync. This option will ensure that changes you make by mistake on your mobile or within Google Contacts will not be replicated back to Insightly and on to other users in your domain.
Two Way Sync
Two way sync will also copy selected Insightly contacts to your Google Contacts, but any changes make to those Google contacts will be saved back to Insightly.
If you sync your mobile device with your Google Contacts and you have Insightly Contact Sync turned on, the selected Insightly contacts will also be available on your mobile device. If you have two way sync enabled, changes made to those contacts on your mobile device will also be replicated back to Insightly.
Insightly will sync selected contacts with your Google Contacts a few times per hour.
How to turn on Contact Sync
Your Insightly administrator has to first enable contact sync for selected users. This can be done by checking the checkbox labelled 'Can sync contacts' for each user under Settings > Users, which can be access via the small silver gear icon in top top right corner (as shown below in Red).
Once sync has been enabled for you, you can choose which sync type you want from the 'My Info' page, which is the small card icon in the top right corner (as shown below in red).
If you want new contacts that are added to Insightly after you have setup the sync (as detailed below) to also be added to your Google Contacts, be sure to check the checkbox below the sync options to include new contacts too.
We always recommend you back up your Google Contacts before you enable sync. You can do this from the 'More' drop down in Gmail Contacts as shown below.
Adding all your Contacts to sync
You can add your entire contact list to the sync in four steps as in the screenshot below. First select "All Contacts" from the contact view, then click on the "All" link in the header to bring up the entire list on one page, then click the checkbox in the header to highlight the whole list, and finally click the "Add to Contact Sync" hyperlink to add all the contacts into the sync.
Adding individual contacts to sync
After you've enabled sync, you can then select which Insightly contacts you want added to your personal Google contact list. To add contacts to be synced in bulk, click the checkbox next to the contact names in the contact list, and choose 'Add to Contact Sync' from the menu that appears at the top of the list (as shown below).
You can also add and remove individual contacts from sync via the Edit menu when viewing a single contact (as shown below).
To see the list of which contacts are currently included in the sync, and to remove individual contacts from sync in bulk - select the 'Contacts included in Contact Sync' view from the Contacts list. To remove contacts from sync, select the contacts and click the 'Remove from Sync' link in the menu at the top of this view. Contacts that are synced will have a small sync icon to the right of their names in the list (as shown below).
The Insightly-Contacts group in your Google Contacts
Contacts added to your Google Contacts will be added to a group called "Insightly-Contacts" and also added to the “My Contacts” group. The "Insightly-Contacts" group will be created within your Google contact list by Insightly the first time the sync is run, and it's used to keep track of synced contacts. Do not add contacts to this group yourself or those contacts will be deleted.
Insightly will sync the contact name, photo, addresses, phone numbers, email addresses, dates to remember, roles and linked organization names, and the background information from the Insightly contact will be synced with the Notes field in the Google Contact.
Turning off contact sync
You can turn off the contact sync from the 'My Info' page accessible via the card icon in top right corner of Insightly (as shown below). Doing so will remove all the synced Insightly contacts from your Google Contacts.
We hope you find the new contact sync feature useful.