Synchronization (9)

Synchronization of data is crucial these days. SpinOffice offers a sync of contacts, calendar, and email. 14.1 Contacts sync 14.2 Calendar sync 14.3 Email sync   14.1 Contacts sync Both the free Limited and the Pro editions support synchronization of all contacts in SpinOffice with your Contacts application on your iOS (iPhone/iPad) or Android device. In SpinOffice, on the Contacts screen, please go to the menu option Administration -> User settings -> Synchronization to activate the sync. We create a so-called CardDAV sync account. Instantly, an email with the configuration manual will be sent to you, and we will let you choose the contact types you want to have in sync. Once the CardDAV account is activated, all contacts added in SpinOffice or on your device will be in sync (as long as SpinOffice is set as the default contact list). Click here for the configuration manuals of your choice. 14.2 Calendar sync The ability to synchronize the calendar in SpinOffice with the Calendar application on an iPhone, iPad, and Mac iCal but also Android, is also possible for Limited and Pro users. In SpinOffice, on the Contacts screen, please go to menu option Administration -> User settings -> Synchronization to activate the sync via a CalDAV sync account. Just like for the contacts sync, instantly, an email with the configuration manual will be sent to you. Once the CalDAV account is activated, all calendar items added in SpinOffice or on your device (when SpinOffice is selected as a calendar) will be in sync. Click here for the configuration manuals of your choice.   14.3 Email sync Email in SpinOffice is in sync when IMAP is set as an incoming email server for the configured email account. Many email clients like Gmail, Hotmail/Outlook, AOL mail, Mail.com, Office365.com, Yahoo, Strato, etc., do support IMAP. Both the incoming and sent items are synced with SpinOffice and the primary client. Check the following FAQ's for email configuration support 

Yes, it is possible to have your calendar in SpinOffice in sync with your mobile devices Apple (iPhone, iPad, and Mac) and Android. But first, you have to enable the calendar sync. Go to the menu option Administration -> User settings -> Synchronization. Enable the calendar sync. A CalDAV account is created for you, and the manual on how to configure this account on your Apple (iPhone, iPad, and Mac) and Android device is sent to you by email.  After you have followed the steps in the manual, the SpinOffice calendar will appear in the Calendar application of the device. The sync works both ways; all events you add to the CalDAV account are in sync between SpinOffice and your device.

Basically, it provides a mechanism for a server to sync calendar data with multiple clients. Using CardDAV and CalDAV protocols, users can keep their contacts and calendar data in sync, and it’s very easy to set up. CalDAV can be set up in almost the exact same way as CardDAV on your Apple (iOS & OS X) and Android device, and all it requires is a SpinOffice account with the DAV activated.  After activation in SpinOffice you will receive an email in which we describe the steps how to set up the DAV sync account on your Apple (iOS & OS X) or Android device. If during configuring or connecting to the CalDAV account on your iPhone, iPad or Android device the 'CalDAV account verification failed' error is displayed, then there is an authentication problem. Read here how to solve this.

Go to the top menu option: Administration -> User settings -> Synchronization.  Enable the sync of your choice: contacts or calendar.  In both cases, SpinOffice creates a DAV account.  DAV is an Internet standard/protocol designed to allow users to access and share contact data and calendars on a server. The steps on how to activate the DAV sync accounts are instantly sent to you by email once the sync is activated. All your contacts and/or calendars in SpinOffice will be in sync on any Apple (Mac & iOS) or Android device where the DAV account is configured.  Your contacts are added as a group to the default Contacts app of your device.  The calendar is added as a separate calendar in the default Calendar app. Go to  Chapter 14. Synchronize with mobile devices for more information.

Activate the calendar synchronization by adding the CalDAV account we created for you.  It allows you to sync events from SpinOffice CRM across your iOS device(s). Follow the steps in the configuration manual below. After you have activated the calendar sync in SpinOffice CRM (menu option Administration -> User Settings -> Synchronization), go through the following steps: On your iPhone / iPad, go to Settings -> Apps -> Calendar -> Calendar Accounts. Click on Add Account and click on Other. Select Add CalDAV Account. The following screen will appear: Fill in the following information: Server: sync.spinoffice-crm.com User name: [enter the email address where you received the activation email] Password: [your SpinOffice login password] Description: for example ‘Business’ or ‘SpinOffice’ Click on Next in the top right corner, and the account is being verified. Enable Calendar and Reminders, and the following screen will appear: We advise you to choose Keep on My iPhone. Click on Save to add the sync account. Now the CalDAV is added as a sync account to your iOS device. All calendar items from SpinOffice will now be shown in the Calendar application. Please define the color from there. To make the SpinOffice calendar the default for new appointments, go to Settings -> Default Calendar and tick the CalDAV account. By default, all calendar items are fetched and not pushed. Manage the fetch schedule on your iOS device via Settings -> Apps -> Calendar -> Accounts -> New data: Scroll down to the bottom to set the fetching period. On Manual, the calendar is only refreshed on your device when you launch the Calendar app.  It may take a few minutes to get all items in the calendar, so please do not adjust settings to fast! All changes made here will sync on every device where this CalDAV sync account has been configured. A problem with connecting? If the CalDAV account gives the error ‘CalDAV account verification failed’, read here what you can do.

Set up Calendar synchronisation via CAIDAV to sync events from SpinOffice CRM to the Mac Calendar application and vice versa. Follow the steps in the configuration manual below. Activate the calendar sync in SpinOffice. Go to the menu option Administration -> User settings -> Synchronization. On your Mac, go to the Launchpad and open System Preferences -> Internet Accounts. In the right frame, click on Add Account... Choose Add Other account... Choose the CalDAV account. Select as account type: Manual. Fill in the following information: User name: [enter the email address where you received the activation email] Password: [your SpinOffice login password] Server: https://sync.spinoffice-crm.com Click on Sign in in the bottom right corner and the account is being verified. The sync account is now added as Internet Account. Give your own description to this account, for example ‘Business calendar’. Reminders option does not need to be ticked. Open the Calendar application on your Mac to have your SpinOffice appointments to show up. It may take a few minutes to get all items in the calendar, so please do not adjust settings to fast! All changes made here will sync on every device where this CalDAV sync account has been configured.

Please make sure that you've activated the calendar sync in SpinOffice via the menu option Administration -> User settings -> Synchronization. On your phone, please install a calendar sync adapter from the Play Store in order to be able to configure a CalDAV account. We recommend DAVx⁵ from developer Bitfire Web Engineering. Open DAVx⁵, click on Accounts -> Add Account, and select CalDAV Sync. The following screen appears: Choose "Login with URL and user name". Enter the following information: Server name or URL: https://sync.spinoffice-crm.com Use SSL: keep this one ticked Username: [enter the email address where you received the activation email] Password: [your SpinOffice login password] Client certificate: keep this "none" and click on Next. Enter the email address again to identify the account. Don't tick "Sync from server to phone only." Then simply tap Finish to start the synchronization. If everything is configured properly, the synchronization will start automatically. Open the Calendar application. The SpinOffice calendar should be visible. If not, click on More -> Manage Calendars and enable the calendar. The CalDAV Sync app has a global settings part where you can adjust the account description, the color, and the option to manage the CalDAV accounts on your Android device. It may take a few minutes to get all your SpinOffice calendar items on your Android. Please be patient and don’t adjust the settings too fast. All changes made here will sync on every device where this CalDAV sync account has been configured.

It is possible to have your calendar in SpinOffice in sync with your mobile devices of Apple (iPhone, iPad and Mac) and Android. Go to menu option Administration -> User settings -> Synchronization and enable the sync account. Instantly a CalDAV-account is created and the manual how to configure this account on your Apple (iPhone, iPad and Mac) and Android device is sent to you by email. The calendar will appear in the Calendar application of the device.

The calendar in SpinOffice can be synchronized by means of a CalDAV account. If the error 'CalDAV account verification failed' is shown when configuring the CalDAV account on your iPhone or iPad, then there is an authentication problem.  See an example below: How to resolve this? First, it is important to check whether the calendar synchronization is activated in SpinOffice. Go to menu option Administration -> User settings -> Synchronization and check whether the calendar sync is active. Go back to your iOS device, go to the CalDAV account settings and re-enter the SpinOffice password and click Done. When blue checks appear on the right, the account is recognized and will work again. If that doesn't solve the problem, delete the CalDAV account and add it again. If the error still remains; Go to SpinOffice and reset your password under menu option Administration -> User Settings -> Change Password. Note: this new password is applicable from that moment on when logging in within SpinOffice. Try this new password within the CalDAV account configuration. If that doesn't solve the problem, delete the CalDAV account and add it again. Ultimately, it is important that the CalDAV account displays blue check marks on the right side. That means a successful connection. If it is still not resolved after that, please contact us. We are happy to help you solve it.