Matching Records Between Infor CRM and Microsoft Outlook
To avoid duplicate records and find matching records in either application, Infor CRM searches for matching records based on these key fields:
| Address Book/Contacts | Accounts |
Appointment/Activity (must match on all) |
To-Do's (must match on all) |
|---|---|---|---|
| email 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 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 email address. If a match cannot be found, then a new record is created. To avoid creating duplicate records Infor CRM recommends making sure contact records to be synchronized have a unique email address in both applications.
If an exact email address match cannot be found, the following happens:
- In Infor CRM if the email address cannot be found, then a new contact is created.
- In
Infor CRM if multiple records in
Infor CRM have the same email address, then:
- Infor 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 CRM.
- In Microsoft Outlook if multiple records have the same email address, then the contact is linked to the first contact found with a matching email address.