Setup Guide - Sync with Outlook 365

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Back up your contact manager data before proceeding. Backup Instructions

Quick Guide

Setup CompanionLink on your PC (Full Instructions)

1. Download and install CompanionLink if you have not already done so. Download CompanionLink
2. Run "CompanionLink Setup" from your desktop or start menu.
3. Choose "No device - Sync with Outlook 365" from the first drop-down option (Select your sync target).
4. Enter your Outlook 365 email address and password, then click OK.
5. Select your contact manager from second drop-down option (Select your Contact Manager).
6. Configure your contact manager settings if applicable. How to configure your contact manager.
7. OPTIONAL: Configure advanced settings.

NOTE: Make sure you are using a onmicrosoft.com account for No device - Sync with Outlook 365 otherwise, if you are using a Windows Live or Outlook.com account you will select the No device - Sync with Outlook.com/Windows Live option to sync with.

How to sync (Full Instructions)

1. Synchronization can be performed at any time by clicking the "Synchronize" button.
2. Auto-Sync can be enabled within the Advanced Settings to configure hands-free automatic sync.

Full Installation Instructions

Installing CompanionLink

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

For 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.

For more information, view full registration instructions.