---
title: Syncing Contacts from Outlook (CRM Pro)
description: Learn how CRM Pro users can sync Outlook contacts into Dealius — enabling the sync, setting default permissions, and how duplicates and conflicts are handled.
---

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# Syncing Contacts from Outlook (CRM Pro)

## How to sync your Outlook contacts into Dealius, set their default visibility, and understand how duplicates and conflicts are handled.

CRM Pro users can sync contacts from Outlook directly into Dealius. Once enabled, the sync runs automatically in the background every 15 minutes — no manual import needed.

This feature is available to **CRM Pro users only**. Your Microsoft account must be connected first under *User Profile \> Settings \> Linked Account*.

---

**Enabling the Sync**

1. Go to *User Settings \> Outlook Sync*.
2. Set **Sync Contacts from Outlook** to **Yes**.
3. Choose a default permission level for incoming contacts (see below).
4. Save.

The first sync runs within 15 minutes of enabling the setting.

---

**Default Permission for Outlook Contacts**

This setting controls who in your organization can see contacts that come in from your Outlook. It applies only to contacts that did not already exist in Dealius. ![image-20260918-103456](https://support.dealius.com/hs-fs/hubfs/image-20260918-103456.png?width=670&height=294&name=image-20260918-103456.png)

| Permission | Who can see the contact |
| --- | --- |
| Only Me | You only. |
| My Office | All users in your office. |
| Entire Company | All users across the company. |

The same permission options are available at both the office level and the user level, consistent with how other sync permissions work in Dealius.

---

**How Duplicates Are Handled**

When a contact arriving from Outlook matches an existing Dealius contact, the system links the two records rather than creating a second one. Matching follows the same duplicate detection rules used elsewhere in Dealius.

**When the matched contact has conflicting data:**

- Missing fields on the Dealius contact are filled in automatically from Outlook.
- Fields that already have a value are **never overwritten** automatically.

**When the matched contact isn't yours to edit:**

If a duplicate is found but that contact's permission is not *Only Me* for you, the system creates a separate contact with **Only Me** permission instead of modifying the shared record. This protects contacts owned by other users from being changed by your personal Outlook data.

---

**Identifying Synced Contacts**

Every contact synced from your Outlook displays a label on the contact record. Hovering over it shows the tooltip *"Synced with your Outlook."*

This label is visible **only to you** — other users in your office or company will not see it, even if they have access to the contact.

---

**Edge Cases**

| Scenario | Behavior |
| --- | --- |
| Contact deleted in Outlook | The contact is **not** deleted in Dealius. A note is added to the record indicating it was deleted in your Outlook, so the system does not keep syncing it back. |
| Contact edited in both Outlook and Dealius | The system compares last-modified timestamps and keeps the more recent version. |
| Contact has no email or phone number | Skipped. These contacts are not synced into Dealius. |

---

**Sync Frequency**

The sync runs on a **15-minute schedule**. Changes made in Outlook will appear in Dealius within that window. There is no real-time or on-demand sync trigger.

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