Turning Automatic Contact Sync On/Off

OBJECTIVE

To turn on/off the automatic Contact sync through SuiteLink

BACKGROUND

SuiteLink allows construction companies to easily upload Contacts, Projects, Estimates, Schedules, and Files from ConstructionSuite into the industry's leading construction management software, ConstructionOnline. By utilizing SuiteLink, companies can give teams access to project information anytime, anywhere, from any computer with an internet connection—enhancing collaboration and efficiency.

THINGS TO CONSIDER

• An active TotalCare membership is required to use SuiteLink.
• SuiteLink configuration must be completed before syncing information between ConstructionSuite and ConstructionOnline.

STEPS TO TURN AUTOMATIC CONTACT SYNC ON/OFF

1. Within ConstructionSuite, navigate to Tools in the top navigation bar
2. Select ConstructionOnline Settings
3. Choose the second option in the dropdown menu, SuiteLink Options
   1. The SuiteLink Options Module will pop-up
4. Check Enable SuiteLink
5. Check Enable Contact Sync
6. Click OK
   
   

TIPS AND TRICKS

• There are four automatic syncs that SuiteLink provides: Project sync, Contact sync, To Do sync, and Activities sync.
• All ConstructionOnline files can be viewed within ConstructionSuite in the Project Files section when Hosted Files is turned on.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about SuiteLink can be found in the article FAQ: SuiteLink. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.