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Synchronizing contacts with external sources

Article ID: 118
Last updated: 17 Feb, 2020

Speedy can keep directory contacts aligned with an LDAP source. If you install Estos Metadirectories on the Application Suite server, you'll be able to import and synchronize external contact from virtually any source.

Here is an example on how to create a synchronized directory which imports contacts from Active Directory. The procedure for other sources (e.g. MS Exchange..) is similar. Please refer to Estos Metadirectory documentation.

1. Create a new synchronized directory

On the Speedy Web interface, Manage Directories page, create a new Directory flagging the option Synchronized and enter the IP address of the server Estos Metadirectory is installed on (it can be if it is installed on the Application Suite server). LDAP port will be 712, using the credentials choosen during metadirectory installation.

2. Configuring the replicator

Estos MetaDirectory 4.0 Replicators List

Replicator for IBM Notes® 
Replicator for DATEV SDD 
Replicator for Steps Business Solution 
Replicator for Microsoft® CRM  Replicator for Microsoft® Exchange Webservice (EWS) 
Replicator for Microsoft® Dynamics Navision 
Replicator for Microsoft® Outlook/Exchange 
Replicator for Active Directory® Server 
Replicator for LDAP Servers 
Replicator for MetaDirectory 
Replicator for ODBC Databases 
Replicator for Text & CSV Files 
Replicator for Salesforce CRM 
Replicator for Google Contacts (G-Suite) 
Custom Replicator 
Export Replicator for Active Directory® Server 
Export Replicator for XML Files 
Export Replicator for CSV Files 

Log onto the server Estos metadirectories is installed on. Open Metadirectory Interface through the Start menu link.

Locate the Replicators and add a new one.

Select the "Import" replicator type.

Select the Data Source type and follow the wizard.

- Salesforce Data Source: Estos guide here 
(A valid SalesForce account authorized to use Salesforce API with a security token)

Configure fields mapping using the table below

How to map Estos database fields to Speedy

This table shows how to map Estos Metadirectory fields to Speedy fields.

Source Table = Fields takes from the source
Destination Table (Field Name) = Estos Fields
Destination Table (Assigned Fields) = Source fields assigned to Estos fields

EstosField Name Speedy Web Interface Label
First name First Name
Last name Last Name
Company Company
E-mail Email
PrivatePhone Home Phone
BusinessPhone Business Phone
MobilePhone Mobile Business
PagerPhone Mobile Private
BusinessFax Fax
Street Private PostalAddress
Private Phone 2 Speed Dial Home Phone
Business Phone 2 Speed Dial Business Phone
Mobile Phone 2 Speed Dial Mobile Phone
User1 Custom1
User2 Custom2
User3 Custom3
User4 Custom4
User5 Custom5
User6 Custom6
User7 Custom7
User8 Custom8
User9 Custom9
User0 Custom10

Schedule the replication time.
This setting will not affect Speedy, but Speedy schedule must be shorted than Estos.

Configure Speedy Synchronization in Application Suite web page.

LDAP server address = Server IP where Estos Metadirectory is installed

LDAP server TCP port = TCP port configured in Estos Metadirectory (Default 712)

Username/Password = Used to access in Estos Metadirectory

Ldap path = Check it in Database-View of Estos Admin Interface (Usually used for multiple Replicators)

Run the import manually or configure the Schedule Synchronization.

Click on the Synchronize contacts link. After running Metadirectory import once, you can test the synchronization by clicking "Run Now" or activate daily synchronization. The settings may be different for each directory. Each user will be able to manage his or her directories depending on Speedy permission level.

Article ID: 118
Last updated: 17 Feb, 2020
Revision: 13
Views: 1176
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