Syncing Contacts from your hosted BPX to Microsoft Teams

Syncing contacts from your Hosted BPX to Microsoft Teams is a convenient way to maintain the data integrity of contact information between both systems. Not having a sync-up application may lead to contact discrepancies, wasted time, and additional effort on contact maintenance.

Between these two platforms, this application eliminates the need for manual data entry and minimizes the risk of discrepancies and outdated information. The Contact-Sync application aims to facilitate syncing contacts from your Hosted BPX to Microsoft Teams. It harmonizes contact details, such as names, phone numbers, email addresses, and additional information, to ensure uniformity and accessibility.

Syncing Contacts Using Contact-Sync Application

To sync contacts from your Hosted PBX to MS Teams, do the following:

1. Log in to the Contact-Sync application.
    

Select a Microsoft account to be used for SSO login.
Note: Contact-Sync credentials use Single Sign-On (SSO) login.

The Contact-Sync dashboard is displayed.

In the PBX tab, enter your Hosted PBX username and password.
 

Click Login.
When the PBX user is logged in, the list of PBX contacts is displayed on the screen.
 

 

From the displayed list, select the contacts to be synced to MS Teams.
Note: All contacts may be selected and synced at once.
 

Click Sync to Microsoft Contacts.
A confirmation message displays.
 

Merging Duplicate Contacts

After successful sync-up, duplicate contacts and/or information may exist. To remove these duplicates, the Merge function is available in the Microsoft tab in the Contact-Sync dashboard.

Do the following:

1. In the Microsoft tab, look for duplicate contacts and select the corresponding Merge button of one of them.
    

1. 
   The Merge Microsoft contacts section displays.
2. In the Source Contact drop-down list, select the source contact to be merged with the target contact.
   A table showing the duplicate information is displayed.
    

1. Select the contact information (for example, duplicate e-mail address) to be merged.
    

1. Click the Merged Contact button.
   A success message is displayed. 
    

1. Note: The source contact is deleted after a successful merge.