Syncing an additional database

How to sync an additional database

A common setup question we get is "How do I sync both my main Contact Manager and another Contact Manager to my phone without the data getting mixed up." This is achieved by creating a special category inside the Category Manager.

A Special Category is an additional source of information to your phone. Unfortunately instead of the data being automatically categorized on your phone all the information will have the same category name as the special category. So if you have a special category called “Outlook” all the contacts synced with this special category will be categorized as “Outlook”

This setup is done in a few sections:

• Setup CompanionLink to sync to what will be you primary database
• Setup the special category for each data type desired (contacts, calendar, tasks, and notes)

Setup the Primary Database:

The primary database is whichever database you consider to be where the bulk of your information will come from.

You can find setup guides for how to do this at the below website:

http://www.companionlink.com/support/kb/Configuring_your_Contact_Manager_Settings

Setup the special category for each data type

Important note: All pieces of data will be categorized as the name of your special category. If you need them to be categorized separately you will need to create a special category for each category.

Do not name your special category Business or Personal

• Select the Category Manger

• When the Category Manger open you will see something similar to this (the icons and verbiage will change based on your sync target and main database)

• Highlight the information type that you would like to add the special category to – in this case Calendar

• Select “Create New Category” – select a suitably descriptive name so that you know where this data came from or what it represents

• You should now see the category listed with the other categories – highlight it
• Select Application Settings and select Yes to "Create Special Category settings for [your category name]?"

• In the application tab you will select where the new tasks will come from. Once that is selected you should see the tabs along the top change. You can find specific setup instructions at the below website:

http://www.companionlink.com/support/kb/Configuring_your_Contact_Manager_Settings

• Press ok on this screen. You should now see the special category marked in the Category Manager main window. If you do not please close and reopen the Category Manager

• Repeat the above steps for any other special categories you would like to create.