How to Sync Contact Information Between Scribe Accounts and Microsoft 365 (Outlook)

Currently, we don’t support a direct integration between Scribe Accounts and Microsoft 365. While we may explore this option in the future, here is a workaround to help keep your customer and supplier information up to date across both systems.

By using Office 365 as your master source of contact data and linking Scribe contact records within Outlook, you can manage and update information effectively.

Steps to Sync and Manage Contacts:

1. Set Microsoft 365 as the Master Contact Source

Use Microsoft 365 (specifically Outlook) as the main source of truth for customer and supplier information. All updates should be made here first, and then changes can be reflected in Scribe Accounts manually.

2. Add Scribe Accounts Contact URLs in Microsoft 365

To make it easy for your officers to update corresponding contacts in Scribe Accounts, you can store a direct link to each Scribe contact record in the Notes section of your Office 365 contact records.

Here’s how:

In Outlook:

1. Open Outlook and navigate to your Contacts.
2. Select the contact you want to update or create a new contact.
3. In the Notes section at the bottom of the contact form, paste the link to the contact's record in Scribe Accounts.

To Get the Correct URL for a Scribe Accounts Contact:

1. Open Scribe Accounts and navigate to the contact you want to link.
2. Click on the contact to open their detailed profile.
3. Copy the URL from your browser’s address bar (it will look something like this: https://app.scribeaccounts.com/Contact/Edit/631152).
4. Go back to the contact’s Notes in Outlook, and paste the link there.

Example URL:

https://app.scribeaccounts.com/Contact/Edit/631152

• Tip: You can label the note "Scribe Account Link" for easy reference.

3. Update Information in Both Systems

With the Scribe contact URL available in Outlook, it becomes much easier for your team to check and update the contact in Scribe Accounts whenever a change is made in Office 365. Just click the link in the Notes section, and you’ll be directed straight to the contact's page in Scribe