Contact management > Synchronizing AccountEdge cards with Mac Address Book cards
Synchronizing AccountEdge cards with Mac Address Book cards
If you use Address Book to manage contact information, you can synchronize your AccountEdge cards and your Address Book cards. This makes it easier for you to keep your AccountEdge cards and your Address Book cards up to date.
When you synchronize, new cards are added and existing cards, if modified, are updated. If the same field has been modified in both an AccountEdge card and Address Book card, a conflict resolution window allows you to choose how you want to update the card.
You can synchronize card names, address details, email and web addresses and telephone, fax and cell phone numbers. For information on the fields that are synchronized, see Address Book Sync Mapping Reference.
Note that inactive cards are included in the synchronization (for information, see Inactivating or reactivating a record).
To synchronize AccountEdge cards and Address Book, you need Mac OS X 10.4 or later installed.
Synchronizing your AccountEdge cards and your Address Book will change the details recorded in your Address Book. Back up your Address Book before synchronizing. For more information, see Address Book Help.
Address Book cards that are synchronized with AccountEdge cards are stored in group folders. These folders are created automatically when you synchronize for the first time.
If you move a card to a group folder (for example, from the All folder to the Customer folder) and you want to synchronize this card, you need to reset the synchronization. See Resetting the synchronization.
If you have duplicate cards in your AccountEdge cards list, you should combine or rename these cards before you synchronize. (For more information, see Combining records.)
To synchronize your AccountEdge cards and your Address Book cards
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caution : Back up your 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 synchronizing. For more information, see Backing up and restoring company files.
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Click Synchronize to start the synchronization process. If you need to reset the synchronization, click Reset Sync. For more information, see Resetting the synchronization.
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If you’re synchronizing cards for the first time, or you’re resetting the synchronization, the Sync Alert window appears.
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Before you can synchronize cards, you need to register your AccountEdge software with Address Book. Click Allow to register.
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If you click Don’t Allow, you need to reset the synchronization before you can synchronize cards. For more information, see Resetting the synchronization.
The time taken to synchronize 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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When you have resolved all conflicts, the Save conflict choices window appears.
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