Setup Guide - Sync with Office 365 Cloud

Special Notes about syncing with Office 365 Cloud

• The guide below syncs an Office 365 Cloud Business account using an onmicrosoft.com address.
• If syncing with an outlook.com, live.com or hotmail.com account use Setup Guide - Sync with Windows Live.
• If using an Office 2013 PC Install, refer to our Sync with Outlook setup guides.
• If you have Office 365 Cloud and wish to switch to an Office 2013 PC Install, visit How to configure Office 2013 PC Install without using Office 365 Cloud

Setup CompanionLink on your PC

1. Download and install CompanionLink if you have not already done so. Click Here to Download CompanionLink.
2. Run "CompanionLink Setup" from your desktop or start menu.
3. Select your contact manager from left drop-down option (Select your PC or Web Database).
4. Choose "Office 365 Online" from the right drop-down option (Select your sync target).
5. Select Settings under "Office 365 Online" Enter your Office 365 Online email address and password, then click OK.

• Note: If you are using Two Factor Authentication you might need an "App Specific Password. Click Here for our guide on creating an App Specific Password.

Database Configuration Guides

CompanionLink works with a variety of CRM, PIM, and contact management software. There are specific configuration options in CompanionLink for each of these databases. Please select the database you wish to sync with for specific configuration instructions:

• Configuring Outlook

• Configuring Act!

• Configuring Act! Premium Cloud

• Configuring Palm Desktop

• Configuring Thunderbird

• Configuring IBM (Lotus) Notes

• Configuring Outlook for Mac

• Configuring Apple Apps

• Configuring GroupWise

• Configuring GoldMine

• Configuring Time & Chaos

• Configuring SalesForce

• Configuring SugarCRM

• Configuring Google

• Configuring Infusionsoft
• Configuring Advanced Settings allows you to set field mapping, configure database folders, and much more.