Corporate: Export Contacts

As a neco Corporate user, you have the option to export your contacts to various systems:

• Microsoft Dynamics
• Google Mail
• Hubspot
• Microsoft Outlook
• Contact Book

Step 1: Open Contacts

In your contacts, open the export menu and select the desired system.

Step 2: Select Contacts

On the export page, you can now select the desired contacts:

After the contacts have been exported, they will be marked with a synchronized logo in the contacts.

Dynamics

Step 1: Set Dynamics URL

To get the correct URL to your system, visit your Dynamics Sales environment in your browser.

The red underlined part is needed for the export. Important: The slashes before and after the URL must not be copied. Then enter this URL in the app:

Step 2: Login to Dynamics

After the URL is confirmed, the Microsoft login will open. Here you must log in with your Dynamics account. After logging in, the synchronization will start automatically.

Duplicates

If you have exported a contact via neco, it will not be uploaded again on a second attempt. If a colleague of yours has exported the same contact via neco, it will not be added again by you.

If you have manually entered a contact in Dynamics and now export it again via neco, it will be uploaded again.

Update Contacts

If you have changed contact data in a contact card and now also want to update it in Dynamics, you can simply perform the export again. Only the changed data will be updated in Dynamics. Other data, such as the preferred method of contact, will not be updated.

Problems

You have successfully logged into MS Dynamics, but the export fails? Please contact your MS Dynamics administrator and make sure you have permissions to add new contacts. For other problems, please go to Settings → Support in the app and describe your problem to us.

Outlook / Google Mail

There are no special features to note when exporting to Outlook or Google Mail.

Outlook Contacts

The exported contacts can be found in your Outlook account under People.

Google Mail Contacts

The exported contacts can be found in your Google Mail account under Menu → Contacts.