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 Outlook/Address Book Sync Mapping ReferenceNote that inactive cards are included in the synchronization (for information, see Inactivating or reactivating a record).

Software required

To synchronize AccountEdge cards and Address Book, you need Mac OS X 10.4 or later installed.

Back up your Address Book

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 group folders

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.

note : If you move cards to group folders

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’.

Duplicate cards in your AccountEdge cards list

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

1	Go to the Card File command center and click Cards List. The Cards List window appears.

2	Click the Action menu and choose Sync. The Synchronize Cards window appears.

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’.

3	Click Synchronize to start the synchronization process. If you need to reset the synchronization, click Reset Sync. For more information, see ‘Resetting the synchronization’.

If you’re synchronizing cards for the first time, or you’re resetting the synchronization, the Sync Alert window appears.

4	Before you can synchronize cards, you need to register your AccountEdge software with Address Book. Click Allow to register.

note : Do not click the Don’t Allow button

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 synchronization process starts.

note :

The time taken to synchronize will vary depending on the number of cards you have.

5	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.

a	Click Review Now. The Conflict Resolver window expands to show the card conflict.

b	Select the correct card and click Done.

c	Repeat step b to resolve any other conflicts.

When you have resolved all conflicts, the Save conflict choices window appears.

d	Click Sync Later. The Synchronization Complete window appears.

caution : Do not click the Sync Now button

Do not click Sync Now unless you want to view the list of card conflicts again.

e	Click OK. The Cards List window appears.

f	Repeat the synchronization process from step 3 above.

6	When the synchronization is complete, the Synchronization Complete message appears.

7	Click OK. The Cards List window appears.