How to Change CompanionLink Sync and DejaOffice PC CRM Sync to use DejaCloud

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If you are using Wifi, USB, Bluetooth or Google and would like to try DejaCloud sync, use the following guide to switch:

Create a DejaCloud Account

DCLCreate.png

For DejaCloud sync you will need to first create a DejaCloud Account. To do this:

  1. Visit this page to create an account: https://sync.dejacloudsync.com/account/create.php or Click Here.
  2. Choose an Email to associate your DejaCloud account with. This is just a username.
  3. Enter a Password specifically for your DejaCloud account, then enter it a second time to confirm.
  4. Click the Create Account. You will see an Account Created text if this was successful.


You can always view the status of your DejaCloud account by Clicking Here.

Once you have a DejaCloud account you will need to Switch your PC to sync with DejaCloud.

If you use CompanionLink on the PC

Switch CompanionLink to DejaCloud Sync:

CLDCLSyncSettings.png
  1. Open the CompanionLink Setup on the PC.
  2. Select Settings on the left.
  3. Change the "With" dropdown to "DejaCloud" and click Settings under DejaCloud.
  4. Enter the Email and Password you created from earlier. Click Ok and click Ok again.
  5. Click Sync.
  • Note: It does not matter if you use Android or iPhone, DejaCloud is the correct option here.











If you use DejaOffice PC CRM on the PC

Switch DejaOffice PC CRM to DejaCloud Sync:

DPCDCLSyncSettings.png
  1. Open the DejaOffice PC CRM.
  2. Select Settings in the bottom left and Select Sync Settings.
  3. Change the "Device" dropdown to "DejaCloud" and click Settings under DejaCloud.
  4. Enter the Email and Password you created from earlier. Click Ok and click Ok again.
  5. Click Sync Now.
  • Note: It does not matter if you use Android or iPhone, DejaCloud is the correct option here.









Switch your Mobile Device to DejaCloud Sync

DJOADCLSettings1.jpg

After you have created the Account and switched your PC Settings, lastly you will need to set the Phone to DejaCloud Sync. The steps are the same for Android and iPhone:

  1. Open the DejaOffice on your Mobile device (Android or iPhone\iPad).
  2. Tap Settings, Tap Sync Settings and tap Sync Method. Select DejaCloud.
  3. Tap DejaCloud Settings. Enter the Email and Password you created earlier.
  4. Use the Back button (the settings will be saved) three times to return to the Main DejaOffice menu.
  5. Tap Sync.







Verify the Auto Sync Settings

When you select DejaCloud on the Mobile devices and the PC (CompanionLink or DejaOffice PC CRM) it will set the Automatic sync to Push.

Auto Sync Settings in CompanionLink:

  1. Open CompanionLink on the PC.
  2. Select Settings on the left, select Advanced Settings in the bottom left and select the Advanced Settings tap at the top.
  3. Verify the Auto-Sync option is set to "Real Time".


Auto Sync Settings in DejaOffice PC CRM:

  1. Open DejaOffice PC CRM on the PC.
  2. Select Settings in the bottom left, select Sync Settings and click Settings under DejaCloud.
  3. Select the Advanced Settings tab at the top.
  4. Verify the Auto-Sync option is set to "Real Time".


Auto Sync Settings in DejaOffice for Android:

  1. Open DejaOffice on the Android.
  2. Tap Settings, Tap Sync Settings and tap DejaCloud Settings.
  3. Verify the Auto-Sync option is set to "Real Time".


Auto Sync Settings in DejaOffice for iPhone\iPad:

  1. Open DejaOffice on the iPhone\iPad.
  2. Tap Settings and tap Sync Settings,
  3. Tap DejaCloud Settings. Enter the Email and Password you created earlier.
  4. Verify the Auto-Sync option is set to "Real Time".
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