Contacts
Sync & data
Connect providers, monitor sync health, and import or export contacts.
Before you start
Before you start
- Sign in at my.aicountly.com with your organisation account.
- Confirm company context in Manage when linking contacts to clients or vendors.
- Keep your own meetings with contacts in Calendar (it does not read Contacts or invite people), and use Docs when sharing relationship files.
Steps
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Step 1: Open Sync & data → Connected accounts (or Provider sources) to link external directories.
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Step 2: Confirm Sync settings for what should flow into Contacts.
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Step 3: Watch Sync health for failures or stalled syncs.
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Step 4: Use Import & export for one-time bulk loads or backups.
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Step 5: Run Contact quality checks to fix incomplete or inconsistent records.
Show this as a diagram
flowchart TD
A[Open Sync & data] --> B[Connect accounts / providers]
B --> C[Configure sync settings]
C --> D[Monitor sync health]
D --> E{Need bulk move?}
E -->|Yes| F[Import & export]
E -->|No| G[Contact quality checks]
Ready? Try it now.
Open Contacts in a new tab and follow along.