CompanionLink Support Center

Setup Guide - Sync iPhone and iPad via CompanionLink Secure Hosted Sync


If this is your first time using CompanionLink, we recommend you take a minute and review our Sync 101 page. It contains helpful information about how to prepare a proper sync environment to minimize potential problems.

Before proceeding, please make a backup of your database.


Contents

Summary

Setup CompanionLink on your PC (Full Instructions)

  1. Download and install CompanionLink if you have not already done so. CompanionLink Downloads
  2. Run "CompanionLink Setup" from your desktop or start menu.
  3. Choose "Apple device (CL Secure Hosted Sync)" from the first drop-down option (Select your sync target).
  4. Click "Apple device Settings" and setup a new wireless sync account (Leave payment info blank to try free for 14 days).
  5. Select your contact manager from second drop-down option (Select your Contact Manager).
  6. Click the Contact Manager Settings button (e.g. Outlook Settings, Lotus Notes Settings...).
  7. Select the database you wish to synchronize with (if applicable). How to configure your contact manager.
  8. OPTIONAL: Configure advanced settings.


Setup DejaOffice on your Apple device (Full Instructions)

  1. Install DejaOffice from the App Store (search for "DejaOffice"). Full installation instructions
  2. Open DejaOffice, then tap "Setup Wizard" and ensure that you select CL Secure Hosted Wireless as your sync method, and enter the username and password for your wireless sync account.
  3. OPTIONAL: Configure DejaOffice to sync with the native Apple apps (within Setup Wizard).


How to sync (Full Instructions)

  1. Open CompanionLink on your PC, then click the "Synchronize" button (auto-sync is also an available option). Your data will be synchronized to CompanionLink's secure servers.
  2. Open DejaOffice from your Apple device, and tap "Sync". Data will be synchronized between CompanionLink's secure servers and your device.


Setup Video

The setup video will walk you through step-by-step instructions on how to sync with iPhone or iPad via local Wi-Fi.




Full Installation Instructions

Installing DejaOffice for Apple

DejaOffice is a free application that can be installed from the Apple App Store. Simply search the App Store for "DejaOffice", or visit http://www.dejaoffice.com from your mobile device.

How to Install DejaOffice for AppleFor more details, view full instructions on how to install DejaOffice for Apple iOS

Installing CompanionLink

If you haven't already done so, install CompanionLink on your PC. If you need to download CompanionLink, visit our downloads page.

How to install CompanionLinkFor more details, view full instructions on how to install CompanionLink

Registering CompanionLink

The 14-day trial software is fully functional. To register your paid license, enter the name and email address you used to purchase the software in the CompanionLink registration window (File > Register). CompanionLink is registered from within the software and requires an internet connection in order to verify your license.

Registering CompanionLink For more information, view full registration instructions.

Full Configuration Instructions

Back up your Data

CompanionLink cannot be held responsible for any data corruption or data loss that may occur in conjunction with our software. CompanionLink highly recommends backing up your PC database before performing a sync and on a regular basis.

Backing Up Your Database Click here for instructions on backing up your database

Configuring DejaOffice

1. Open DejaOffice, then select Setup Wizard.

2. Select Next, then CL Secure Hosted Wireless. Enter your wireless account username and password here (Set this up within CompanionLink if you haven't already done so).

3. Select whether or not you wish DejaOffice to sync it's contacts with the native Apple contacts account. You will need to enable this if you want incoming calls/SMS to work with your contacts database.

4. You can also elect to sync the DejaOffice calendar with the native Apple calendar.

For additional help with DejaOffice, visit the DejaOffice Classroom.

Configuring CompanionLink

1. Open the CompanionLink Setup icon from your desktop or start menu.

2. In the first dropdown please select Apple device (CL Secure Hosted Sync).

3. In the second dropdown please select the database you wish to sync with. APLWRLCLS3.png

Configuring your device settings

  1. Click the "Apple device Settings" button within CompanionLink.
  2. Create a new account by entering:
    1. Username for the account
    2. Password of at least 6 characters
    3. Valid Email Address

      If you already have an account and have reinstalled CompanionLink you can enter the previous account information.
      Account information
  3. Click the "Payment Info" button and enter your credit card information for monthly billing.
    NOTE: You can leave the Payment Info blank to try the service free for 14 days.
  4. Click OK to return to the main CompanionLink window.

Configuring your database settings

You will now need to configure CompanionLink with the database you wish to sync with. Each contact manager works a bit differently.

Configuration instructions for Microsoft Outlook

Configuration instructions for all other databases

Advanced settings and other options

These settings are optional, but you may want to take a look at these if this is your first sync.

Advanced/Additional SettingsMore info about advanced settings.

Performing a Sync

  1. Open CompanionLink on your PC, then click the "Synchronize" button (auto-sync is also an available option). Your data will be synchronized to CompanionLink's secure servers. Select Synchronize
  2. Open DejaOffice from your Apple device, and tap "Sync". Data will be synchronized between CompanionLink's secure servers and your device.
  3. It may take a few additional minutes for DejaOffice to complete synchronization with the native databases.
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