Matching records between Infor CloudSuite CRM and Microsoft Outlook
To avoid duplicate records and find matching records in either application, Infor CloudSuite CRM searches for matching records based on the following key fields:
| Address Book/Contacts | Accounts |
Appointment/Activity (must match on all) |
To-Do's (must match on all) |
|---|---|---|---|
| e-mail address (EMAIL1, or EMAIL2, or EMAIL3) | Account/Company | Subject/Regarding | Subject/Regarding |
| Start Date/Time | Start Date/Time | ||
| Duration | |||
| User |
Key fields are case-sensitive. For example, if you have a record for Lee Hogan in Infor CloudSuite CRM and one for lee hogan in Microsoft Outlook, the records are not equal. Both records are added to each application during synchronization.
Contact Matching
Contacts are matched during the initial sync using an e-mail address. If a match cannot be found, then a new record is created. To avoid creating duplicate records Infor CloudSuite CRM recommends making sure contact records to be synchronized have a unique e-mail address in both applications.
If an exact e-mail address match cannot be found, the following happens:
- In Infor CloudSuite CRM if the e-mail address cannot be found, then a new contact is created.
- In Infor CloudSuite CRM
if multiple records in Infor CloudSuite CRM have the same e-mail address, then:
- Infor CloudSuite CRM tries to match using the contact's last name and first name.
- If a match still cannot be found, then a new contact is created in Infor CloudSuite CRM.
- In Microsoft Outlook if multiple records have the same e-mail address, then the contact is linked to the first contact found with a matching e-mail address.