Advisor360 - Outlook Sync

Phone calls, appointments, tasks, emails and contacts can be synced between Advisor360 and Outlook.

To set up:

1. From the Advisor360° dashboard, left side navigation, select Admin (maybe hiding under More) - Integrations.
2. Click Connect on the Outlook Tile, then click Yes to Sync with Outlook.
3. Select the activities to sync: Phone Calls, Appointments, Tasks, and Emails.
4. If contact sync is available, choose a contact sync option:
   • Don’t sync contacts to keep it out of Outlook (default).
   • Sync CRM contacts to Outlook to send contact records one way from Advisor360° to Outlook only.
   1. If one-way sync is selected, refine the contacts to include (Wedding Anniversaries / People Not in a Household / Owner / Advisor ID / Household Type / Category).
5. Other Outlook Features include Adding Regarding to End of A360 CRM Activities in Outlook (Phone Calls / Appointments / Client Reviews / Completed).
6. Download and install the A360 CRM Add-in onto your Outlook (Windows only).
7. Click Save to confirm your settings.

You can manage or change these settings later by going back to the Admin - Integrations tab and selecting Manage on the Outlook tile.

Activities and emails will auto sync if household / email exist and can be matched within A360.  Advisor and staff can manually track CRM activities to A360.  (See Outlook Syncing Training Materials)

IMPORTANT - Advisor and staff should not add company provided or business use email (ex, financialguide, charteroakfinancial) within a household as it may auto sync all emails to the household.

***A360 Mail Merge instruction

If CRM Outlook Sync stopped working:

1) Check to make sure the Add-in has been enabled

2) File - Manage COM Add-ins

3) If this does not resolve the issue, try un-install and re-install the CRM add-in

***Please note, user may experience compatibility issues with the New Outlook and they sync may not work.