If you use Address Book to manage contact information, you can synchronise your cards and your Address Book cards. This makes it easier for you to keep your cards and your Address Book cards up‑to‑date.
When you synchronise, new cards are added and existing cards, if modified, are updated. If the same field has been modified in both an card and Address Book card, a conflict resolution window allows you to choose how you want to update the card.
You can synchronise card names, address details, email and web addresses and telephone, fax and mobile phone numbers. See Address Book Sync Mapping Reference for information on the fields that are synchronised.
Note that inactive cards are included in the synchronisation (for information, see To inactivate (or reactivate) a record).
To synchronise cards and Address Book, you need Mac OS X 10.4 or later installed.
Synchronising your cards and your Address Book will change the details recorded in your Address Book. Back up your Address Book before synchronising. For more information, see Address Book Help.
Address Book cards that are synchronised with cards are stored in group folders. These folders are created automatically when you synchronise for the first time.
If you move a card to an group folder (for example, from the All folder to the Customer folder) and you want to synchronise this card, you need to reset the synchronisation. See Resetting the synchronisation.
If you have duplicate cards in your cards list, you should combine or rename these cards before you synchronise. (For more information, see Combining records.)
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caution : Back up your AccountEdge company file
Importing your Address book cards will change the details recorded in your company file. To avoid losing contact details stored in your company file, back up your company file before synchronising. For more information, see Backing up and restoring company files.
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Click Synchronise to start the synchronisation process. If you need to reset the synchronisation, click Reset Sync. For more information, see Resetting the synchronisation.
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If you are synchronising cards for the first time, or you are resetting the synchronisation, the Sync Alert window appears.
Before you can synchronise cards, you need to register your AccountEdge software with Address Book. Click Allow to register.
If you click Don’t Allow, you need to reset the synchronisation before you can synchronise cards. For more information, see Resetting the synchronisation.
The time taken to synchronise will vary depending on the number of cards you have.
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If a conflict occurs between the details recorded in your AccountEdge cards and the details recorded in your Address Book, the Conflict Resolver window appears. A conflict occurs when the same field has been updated in both your Address Book and your AccountEdge cards.
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caution : Do not click the Sync Now button
Do not click Sync Now unless you want to view the list of card conflicts again.
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When the synchronisation is complete, the Synchronisation Complete message appears. Click OK. The Cards List window appears.
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