Google Contacts
Overview
Google Contacts — Business Overview
Google Contacts is used in Dafater to manage and synchronize important business contacts that are maintained in Google. It helps organizations keep customer, partner, and vendor contact information consistent and up to date across teams, without relying on manual data entry.
This document type supports smoother communication, better relationship management, and more reliable contact data in day‑to‑day business operations.
What Google Contacts Is Used For
In business terms, Google Contacts serves as a centralized reference for people and organizations your business interacts with, such as:
- Customers and prospects
- Vendors and service providers
- Business partners and consultants
- Internal stakeholders whose contact details are shared externally
By connecting contact data with Google, Dafater ensures that teams always work with accurate phone numbers, email addresses, and names when communicating or following up.
Prerequisites and Setup Requirements
Before using Google Contacts, the following should be in place:
- A valid Google account used by the business or team
- Clear ownership of who manages and updates contacts
- Defined rules on which contacts should be synchronized (for example, customers only, or customers and vendors)
- User access permissions in Dafater for viewing or managing contacts
Having clean and well-organized contact data in Google before synchronization is strongly recommended.
Typical Business Workflow
Contact Creation or Update
A contact is created or updated in Google, such as a new customer or vendor.Synchronization with Dafater
The contact information is brought into Dafater through Google Contacts, ensuring consistency across systems.Business Usage
Teams use these contacts for communication, sales follow-ups, service coordination, invoicing, or relationship management.Ongoing Maintenance
Updates made to contact details remain aligned, reducing duplicate records and outdated information.
This workflow reduces manual work and helps teams focus on relationship-building rather than data maintenance.
Key Business Scenarios Where Google Contacts Is Essential
Sales and Relationship Management
Sales teams always have the latest customer contact details when reaching out or following up.Vendor and Partner Coordination
Procurement and operations teams can easily connect with suppliers and partners using verified information.Customer Support and Service
Support teams quickly identify and contact customers without searching through multiple systems.Growing Organizations
As teams expand, Google Contacts helps maintain a single source of truth for contact information.
Important Considerations for Users
- Ensure contact data is accurate before synchronization to avoid spreading incorrect information
- Avoid creating duplicate contacts in both systems
- Clearly define responsibility for maintaining contact quality
- Review synchronized contacts periodically to keep data relevant
- Use Google Contacts as a business tool, not just a personal address book
Summary
Google Contacts in Dafater plays a crucial role in maintaining reliable, up-to-date business relationships. It simplifies contact management, improves communication efficiency, and supports smoother collaboration across sales, operations, and support teams—all while reducing manual effort and data inconsistency.
Basic Information
- Module: Integrations
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| enable | Enable | Check | - | Enable Google Contacts synchronization for Dafater. | |
| email_id | Email Address | Data | ✓ | Google account email used for Dafater contacts integration. | |
| authorizegooglecontacts_access | Authorize Google Contacts Access | Button | - | Authorize Dafater to securely access Google Contacts. | |
| lastsyncon | Last Sync On | Datetime | - | Date and time of last successful Dafater contacts sync. | |
| authorization_code | Authorization Code | Password | - | Temporary authorization code for Google Contacts connection in Dafater. | |
| refresh_token | Refresh Token | Password | - | Secure token allowing Dafater to refresh Google Contacts access. | |
| nextsynctoken | Next Sync Token | Password | - | Token tracking next incremental Google Contacts sync in Dafater. | |
| pullfromgoogle_contacts | Pull from Google Contacts | Check | - | Import contacts from Google Contacts into Dafater. | |
| pushtogoogle_contacts | Push to Google Contacts | Check | - | Export Dafater contacts to Google Contacts. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Contact | Linked from | Contacts |