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Contact Sync Contact Sync brings people from your organization into KDesk as contacts. It helps keep names, email addresses, phone numbers, company details, and other profile information up to date so your team can work from one contact list. Contact Sync is one-way into KDesk. It updates contact records in…
Contact Sync brings people from your organization into KDesk as contacts. It helps keep names, email addresses, phone numbers, company details, and other profile information up to date so your team can work from one contact list.
Contact Sync is one-way into KDesk. It updates contact records in KDesk, but it does not change anything in your source directory.
In the KDesk App, open the Team navigation and select Contact Sync. If you do not see it, contact sync may be turned off for the workspace or your account may not have permission to manage it. This page is only available to team members, not contact users.
A saved connection appears as Enabled when it is active, or Draft when it has been saved but not turned on yet.
When you create a connection, choose the source your organization uses, give the connection a clear name, and add a short description if helpful. Then choose which people should be included and which contact fields should be filled in KDesk.
Use the scope settings to limit which people can be imported. This is useful when you only want KDesk to sync a department, region, or other subset of your organization.
The mapping area lets you decide which KDesk contact fields get filled from your source directory. Use it to keep the most important details in sync, such as names, email addresses, phone numbers, company information, addresses, notes, and portal-related preferences.
If a connection is already working, you usually do not need to change the advanced settings. Those are normally handled by the person who set up the source connection.
Use Run on a connection to refresh just that one source, or Run all to refresh every connection. Open Logs to review recent sync activity and check whether a run completed successfully.
If the wrong people are being imported, first check the scope settings, then review the field mapping. Save your changes and run the connection again to confirm the result.
Once contacts are imported, they appear in the Contacts directory and can be used for tickets, notifications, forms, and portal access according to the settings you choose. Contact Sync is designed to keep the directory current without requiring manual updates for every person.
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