{"id":5721,"date":"2016-06-10T17:08:24","date_gmt":"2016-06-10T17:08:24","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5721"},"modified":"2023-12-18T17:17:34","modified_gmt":"2023-12-18T17:17:34","password":"","slug":"sync-outlook-contacts-with-pcr","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/pcr-for-outlook\/sync-outlook-contacts-with-pcr\/","title":{"rendered":"Sync Outlook Contacts with PCR"},"content":{"rendered":"

Sync Outlook Contacts to your PCRecruiter database<\/strong><\/h4>\n
    \n
  1. Open the \u201cContacts\u201d management area of Microsoft Outlook.\"unnamed<\/a><\/span><\/li>\n
  2. Right-Click on any contact record.<\/span><\/li>\n
  3. Select \u201cSynchronize Contact with PCRecruiter\u201d\"image<\/a><\/span><\/li>\n<\/ol>\n

    Sync PCRecruiter Names to your Outlook Contacts:<\/strong><\/h4>\n
      \n
    1. Locate a name record in PCRecruiter via the PCRecruiter Portal pane.<\/span><\/li>\n
    2. While hovering over the email address on a name record select the sync icon, an Outlook contact screen will appear for editing.<\/span><\/li>\n
    3. If the name already exists in Outlook, you can edit and save the record. If the name did not yet exist, clicking the \u201cSave\u201d button on the contact screen will create it.\"image<\/a><\/span><\/li>\n<\/ol>\n

      Maintaining Synchronization:<\/strong><\/h4>\n

      Once a record has been synced between PCRecruiter and Outlook, Portal will attempt to keep the data in the two records matched for future sync operations. When clicking the Portal sync icon to initiate sync, Portal will compare the date of the last modification on the record in Outlook and in PCRecruiter.\u00a0If the dates do not match, you will be prompted with options to update PCRecruiter with the information from the Outlook contact record, or to update Outlook with the information from the PCRecruiter Name record.<\/span>
      \nThe choice you make determines which record\u2019s data is kept and which is replaced. The postal address information will always be updated as a \u2018block\u2019 to prevent apartment numbers, P.O. boxes, cities, states etc. from remaining when other parts of the address have been changed. Whenever a sync operation is performed, an Activity Record is added to the Name in PCRecruiter. This Activity will have the \u201cPORTALSYNC\u201d activity type and the activity text will contain a list of the field values that were involved in the update process. Should you find that information was mistakenly replaced, you can use these activity logs to restore the record at a later date.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

      Sync Outlook Contacts to your PCRecruiter database Open the \u201cContacts\u201d management area of Microsoft Outlook. Right-Click on any contact record. Select \u201cSynchronize Contact with PCRecruiter\u201d Sync PCRecruiter Names to your Outlook Contacts: Locate a name record in PCRecruiter via the PCRecruiter Portal pane. While hovering over the email address on a name record select the… Continue reading Sync Outlook Contacts with PCR<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":[],"footnotes":""},"doc_category":[88],"doc_tag":[],"knowledge_base":[72],"class_list":["post-5721","docs","type-docs","status-publish","hentry","doc_category-pcr-for-outlook","knowledge_base-additional","entry"],"year_month":"2026-04","word_count":298,"total_views":"1416","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"PCR for Outlook","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/additional\/pcr-for-outlook\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Additional Tools","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/additional\/","term_slug":"additional"}],"knowledge_base_slug":["additional"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5721","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5721"}],"version-history":[{"count":2,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5721\/revisions"}],"predecessor-version":[{"id":11908,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5721\/revisions\/11908"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5721"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5721"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5721"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5721"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}