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Outlook Contacts and Commit Accounts can be synced so that your contact information is unified between the two applications.
If you have already created some Accounts in Commit, it is important to prevent the creation of duplicate contact records in the two programs. To prevent duplicate records, you need to create a link between matching records in Outlook and Commit.
There are two ways you can link the Outlook and Commit records:
| • | Manually link similar records between Commit and Outlook: |
| 1. | In Tools > Options > Outlook, select the Outlook contacts folder which should be used to sync with Commit. |
| 2. | Open the Accounts window, select an Account record in Commit that has a parallel record in Outlook, and from the Tools menu select Link Account to Outlook Contact. |
| 3. | In the window that is displayed, search for the parallel Outlook record and create a link between the two. |
| 4. | After all the relevant records are linked between the systems, you can safely perform the sync. Linked records will not be duplicated.
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| • | Alternatively, you can transfer all Commit Accounts to a new folder in Outlook, and only use this Outlook folder for synchronizations: |
| • | In Tools > Options > Outlook, select a new and empty dedicated Outlook Contacts folder to sync with Commit Accounts. |
| • | All Commit Accounts will be created as Contacts in Outlook. After this, updates/inserts will be synchronized between the two programs, and no duplications will occur. |
Note: When working with both Commit and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the How to set up Commit to sync with both Outlook® and QuickBooks® section.
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