Please note the following:
- Syncing is turned off by default
- Recurring tasks and appointments will sync, but the "recurrence information" will not sync. Instead of being linked in a recurring set, each task and appointment will look separate and unique. Any options configured in the recurring tab for Tasks/Appointments in Infusionsoft will not sync to Outlook and vice versa.
- Reminders will not be synced.
- Appointments will be synced 31 days forward and tasks will be synced 7 days forward. If an appointment or task falls outside of those parameters, it will not sync until it comes within those parameters.
- The sync option will only be visible if you're running Outlook 2007 or later. Sync functionality is not available for Outlook 2003.
- If you want to delete a series of recurring appointments or tasks, they must be deleted from the source application. If they are not deleted form the source application, you will have to delete them individually.
- Individual items generally take 30 minutes to sync. So please be patient.
- Open the settings menu by clicking the gear icon at the bottom of the sidebar.
- Click Sync on the left side of the window.
- Choose the Infusionsoft account (if you have more than one), then select what you would like to sync.
- Click the OK button at the bottom.