Import my organization’s Outlook contacts to GoTo
Import your organization’s Outlook company contact list for your users to view in GoTo Connect.
Before you begin: These steps need to be completed by your organization’s O365 global admin with
Director Read All and
User Read All permissions. The integration won’t receive any admin rights by linking the accounts, but these permissions are required to share the Outlook company contacts with everyone on the system.
- Go to https://my.jive.com/integrations and log in with your GoTo Connect credentials.
- Select O365 Enterprise in the left sidebar and then select Link Accounts.
- To filter imported contacts, follow these steps:
- Enter one or more of the custom filters in Custom Filter
To use multiple filters, add "and" between filters. E.g.: Department eq ‘Finance’ and employeeId ge '100’.
Filter Description Department eq ‘<department>’ To import contacts from a specific department, replace <department> with the desired department. For example, Department eq ‘Finance’. employeeId ge '100' Removes contacts that are not associated with a person. accountEnabled eq true Removes inactive contacts. - Select Validate, and then after the successful validation message, select Save. Filters can take up to an hour to take effect.
- Enter one or more of the custom filters in Custom Filter