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How do I get the WOC to only sync data from workbooks to outlook and not vice versa?

Workbooks Support Posted: 2012-02-08 12:36

I only want to update my outlook contacts through workbooks, if I make a change to a contact in outlook I do not want it to update the entry in workbooks.

How do I achieve this?

Workbooks Support Posted: Wed, 08.02.2012 - 13:47

Hi,

This can easily be achieved by use of permissions, see the guide below:

  • First of all create a new user which will be used just for synchronisation between workbooks and outlook. Make sure this user has the outlook connector as an allocated extension.

  • Next you will need to change the permissions for this user so they can only read records, not modify them. You will first need to create a custom rule set.

  • Add some rules to this new rule set so it looks something like the screenshot below.

  • You can then apply this custom rule set to people records and any other records you wish to sync with outlook.

  • Once your permissions are set up correctly for this user, log in as that user on the outlook connector

  • Next, go to the WOC control panel and add some filters (if any) to each record type you want to synchronise.

  • Run the sync and your contacts/records in outlook will update from workbooks.

  • If I look at the contact in outlook, all the fields are read only as this user does not have permission to edit them in workbooks.