Want your contacts in your phone's contact list too? Then turn on syncing. When a customer calls, you see straight away who it is.
How does it work?
- SpinOffice puts your contacts in the contacts app on your iPhone, iPad, Mac or Android phone via CardDAV.
- You choose which contact types go to your phone, for example only Customers and Suppliers.
- It works both ways. If you change a contact in SpinOffice, it changes on your phone, and vice versa. That can take up to 15 minutes.
Using Microsoft 365?
Then use syncing with Microsoft 365. Your contacts go into your contacts in Outlook, and through Outlook onto your phone as well. You don't need CardDAV then. Don't turn both on, otherwise every contact appears twice on your phone. Read how: Syncing contacts with Microsoft 365
Not using Microsoft 365, but for example Gmail, iCloud or another provider? Then use CardDAV, as described below.
Step 1: turn on syncing in SpinOffice
- Go to ☰ > Administration > User settings > Synchronization and open the CalDAV, CardDAV tab.
- Tick Sync contacts.
- Choose which contact types you want to sync.
- Save. You receive an email with your details for setting up the sync on your phone.
Step 2: set up your phone
Tip: first put all your contacts in SpinOffice, and only then turn on syncing. That way they're all set up correctly on your phone in one go. Read how to import: Importing contacts
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article