sprinxcrm universalsync installation, configuration, first synchronization

SprinxCRM UniversalSync

Installation, Configuration & First Synchronization

By David Podhola

Summary

This presentation will guide you through the installation, setup and first synchronization of SprinxCRM UniversalSync with Outlook Tasks Connector and Remember The Milk Connector.

Download setup.exe

Run file by Sprinx Systems

Downloading add-in

Click “Install”

Add-in is installing

Add-in has been installed

Run Outlook with add-in

Notice new toolbar

Click “Settings…”

Settings windows opens

Select “Outlook Tasks Connector”, choose folders

Check “Outlook Tasks Connector” in the list

Select “Remember The Milk Connector” and click “Open RTM to allow access”

Remember The Milk opens, login

Remember The Milk authorizes the add-in

Click “OK, I have clicked and allowed access”

Congratulation, you have just succesfully setup the synchronization!

Click “Synchronize” and wait

Tasks are synchronized

Synchronization results. Great, you have just completed the first

synchronization!