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Start syncing Office 365 GAL and Nimble CRM contacts two-way with SyncPenguin! We simply ensure that all your contact or customer data is automatically synced between the apps, without duplicates or any corner cases to worry about.
The connector syncs both user data and global organizational contacts. You can filter by contact type, user group, or any other criteria.
With SyncPenguin you can:
This guide explains in detail how to create, configure and start the sync.
If you'd like to start syncing right away, feel free to create an account and set up the sync on your own. Go back to the guide in case of any ambiguity or questions. You can also contact us for any questions, requests, or feedback.
The first step is to create a SyncPenguin account. We offer a free 14-day trial (without a credit card) to make sure everything works well before your commitment. Please follow the link below to create an account.
The next step is to create a sync in the Synchronizations section of the dashboard by clicking the + New sync button. You'll see a wizard page, where you have to do the following three steps:
Now that your sync is created, the next important step is to grant SyncPenguin access to your contact data. You'll see two Account sections for both apps involved in the sync. Below we explain how to connect and configure accounts.
How to connect Office 365 GAL?The Office 365 GAL Contacts account connection section will look like this:
There are two types of connection: delegated (as a user or service account) or application. You can choose any of one of the two.
If the delegated connection is selected, you just need to connect an Office 365 account with admin permission by clicking the Connect button.
Please follow the steps below to connect your organization through client credentials as an application.
The first step to connect SyncPenguin to your organization is to create an app in the Microsoft Entra ID portal (formerly Azure AD): https://entra.microsoft.com/
After that you should see the following values on the main app page, which need to be entered in SyncPenguin:
Then in the Client credentials section click Add a certificate or secret, then click New client secret, enter any name and select expiration date, and click Add. After that copy the secret value (not secret ID) and enter it in SyncPenguin.
Once all fields are provided click Save changes in SyncPenguin.
Open the API permissions section of the app page in Entra ID admin center, and click + Add permission. Select Microsoft Graph API, and then Application permissions. Then, search and select the following scopes: OrgContact.Read.All, User.Read.All, Group.Read.All, and click Add permissions.
SyncPenguin uses PowerShell to create or update GAL contacts, so Exchange permissions are also needed. Click + Add permission again, then select APIs my organization uses, then select Office 365 Exchange Online and then Application permissions. In the permissions list, find the scope Exchange.ManageAsApp and click Add permissions.
After the permissions are added, the final step is to click Grant admin consent for organization to ensure SyncPenguin has the access.
In Entra ID, go to Roles and administrators and search for Exchange Administrator role and click on it. Then click + Add assignments, and search for the app registration you created on the previous steps (make sure the client ID is correct), then click Add.
You can also choose what contact types are synced by selecting one or multiple options.
How to connect Nimble CRM?The Nimble CRM Contacts account connection section will look like this:
To connect your Nimble CRM, just click the Connect button.
Please make sure both apps are properly connected before starting the contact sync.
DATA SECURITY
If you're concerned about the security of your private data, please check out the Security Practices page.
In the Sync settings section you have the ability to adjust some of the default properties of your integration flow:
Additionally, in Field mappings & rules you can customize the way contact data is mapped between the apps, or add some filters or custom rules to the sync behavior. This is done using our simple no-code visual interface, which allows you to do both simple adjustments as well as implement complex custom scenarios.
You can learn more about our customization interface here.
The last step is to start the sync. To do that, click the Start syncing button.
You'll then be prompted with the following options:
Once you make your choice, just click Start syncing. In case you decide to do the initial merge, it'll be instantly queued. Once it's done, we'll be checking for contact changes every now and then (depending on the sync interval specified) and syncing accordingly. Each sync execution can be seen in the Sync history at the bottom of the sync page.
