Sync Settings Dashboard Overview

Sync Settings Dashboard is a user-level administration tool used to set up or customize Litify Inbox sync and to review sync issues. 

In the Dashboard users can:

  • View sync statistics
  • View O365, MS Exchange, Gmail, and Litify connection statuses
  • Switch to another Litify or O365/MS Exchange/Gmail account
  • Configure activities (such as Task, Events, and Contacts) synchronization settings
  • Review sync issues

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The Dashboard’s functions and Sync settings are mostly identical for MS Exchange, Office 365, and Gmail accounts—with the exception of several MS Exchange specific functions.

Table of Content

Open the Dashboard

  1. Open the Litify Inbox Add-In / Chrome Extension
  2. Click the ☰ Menu button in the Litify Inbox Add-In / Chrome Extension and select Sync settings in the dropdown.

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Monitor Sync Statistics and Connection Statuses

Litify Inbox logs sync statistics and monitors connection statuses between Litify and MS Exchange/Gmail. 

In the Dashboard you will find:

  • Sync statistics of the recent synchronization session, including the information about the number of sync issues (if any).

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  • The Litify and Microsoft O365/MS Exchange/Gmail connection statuses.

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You can also use the Dashboard control the synchronization process:

  • To force the sync to start immediately, click Force Sync.

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The Sync session will not start instantly, but in 1-3 minutes. Additionally, please note that there is a limit on how often Sync can be forced. 

  • To stop Litify Inbox sync, click Pause.

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Sync Issues

Sync issue details can be accessed from the Issues section of the Dashboard. Sync issues are organized by Object type.

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Sync Settings

The Sync settings section of the Dashboard allows to set up/update settings related to:

  • Integrations 
  • Email
  • CRM
  • Activity filters
  • and other detailed settings

Integrations

The integrations section allows controlling connection to different types of third-party integrations.

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Please note that Docrio integration is not setup in the Sync Settings Dashboard. For details about setting up Docrio with Litify Inbox please refer to the Litify Inbox Admin Panel Settings article.

CRM

In the CRM section users can either Refresh the connection between their Litify account and Litify Inbox or connect their Litify Inbox to another Litify user account by clicking the Change button.

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The alternative way of navigating to this section is from the Dashboard:

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E-Mail Configuration

In the E-Mail Configuration section users can either Refresh the connection between their O365/MS Exchange/Gmail account and Litify Inbox or connect their Litify Inbox to another O365/MS Exchange/Gmail account by clicking the Change button.

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The alternative way of navigating to this section is from the Dashboard:

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Filters

In this section users can either enable or disable sync Events, Tasks and Contacts from Litify to Outlook/Gmail.

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Please note that in the Gmail extension users cannot sync their Tasks from Litify to Google.

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Detailed Settings

In the Detailed Settings section users can control other aspects related to sync:

  • Auto-removal settings (applicable to Firms with sync for Tasks and/or Contacts enabled)
  • Activities Sync Settings
  • Email domains blocklisted from syncing

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Auto-Removal Settings

If this setting is enabled, Litify becomes the original and main source of Tasks and/or Contacts.

In this case if any synced Tasks or Contacts were deleted on the MS Exchange/ Google side, they will be recovered on the next sync session.

Alternatively, if this setting is disabled, no recovery will take place.

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Activities Sync Settings

The toggle buttons available in this section control whether certain types of sync settings are enabled or disabled for this user.

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Please note that this setting can be controlled org-wide and locked for end users. For more details about how these settings can be locked refer to the Litify Inbox Admin Panel article.

Email Domains Blocklisted from Syncing

If users do not want email messages and events from certain addresses or domains to be saved to Litify, like for personal or in-company ones, they can be added to the blocklist. 

Litify Inbox will never save emails from/to these addresses and domains to Litify automatically; however, users still can save them manually via the Litify Inbox Sidebar. 

The blocklist is also applied to Event sync. By default, Events which have only blocklisted addresses/domains among their invitees will not sync to Litify. 

To add both email addresses and domains to the not-to-be-shared-by-sync blocklist,  specify all addresses or domains you want to exclude from auto-syncing to Litify:

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For example, if users want to blocklist free email services such as Gmail.com and Outlook.com, they can add them to the blocklisted Domain's box as comma-separated values. Please note that the list does not support wildcards.

This individual user-defined blocklist. The org-defined blocklist is managed by the Admin or Support Team. Both these blocklists are applied when Litify Inbox processes events and emails.

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