Google Contacts Sync

Bring the contacts already in your Google account into GetCost as clients, so you can quote and invoice them without typing anyone in twice.

What It Does

If your customers live in your Google account, this copies them into GetCost as clients. They become ordinary clients: you can search them, attach them to estimates, jobs and invoices, and edit them like any other.

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Real Clients

Imported contacts are normal clients, not a separate list you have to pick from.

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Stays Current

New contacts you add in Google show up in GetCost on their own.

This is one-way, Google to GetCost. Clients you create in GetCost are not written back to your Google account, and editing a client here never changes your Google contact.

Turning It On

Contacts sync uses the same Google account you connect for email and calendar. One sign-in covers all three.

  1. Connect your Google account

    Go to Settings | Email and add your Gmail address, or open the account you already have. Set Authentication to OAuth2 and click Connect.

  2. Tick Sync Google Contacts

    In the Google Sync section at the bottom of the account, tick Sync Google Contacts.

  3. Allow contacts access

    Google asks you to sign in again to approve reading your contacts. This is a separate permission from email and calendar, so it must be granted on its own. GetCost only ever reads your contacts — it cannot change or delete them.

  4. Save

    Click Save. The first import starts straight away, so your contacts are usually waiting for you by the time you open the Clients screen.

A large address book takes a moment. The first import runs in the background rather than making you wait. If you open Clients immediately and they are not all there yet, give it a few seconds and refresh.

What Gets Imported

In Google ContactsIn GetCost
NameClient name
EmailClient email
Phone numbersPhone 1, 2 and 3 (the first three)
Street addressAddress, city, state/province, country, postal code
Contacts with neither a name nor an email are skipped. Most address books collect a few empty entries over the years, and they are not clients.

Your Edits Are Safe

This is the part worth understanding, because it is the question everyone asks: if you change a client's details in GetCost, the next sync will not undo your change.

The rule

  • New client — everything Google has is copied in.
  • Client that already exists — only empty fields are filled in. Anything you have already typed is left exactly as it is.

So if you correct a customer's address in GetCost after visiting the property, it stays corrected. And if their Google contact has a phone number your client record is missing, the sync fills it in for you.

The trade-off: because GetCost never overwrites what you typed, a change made in Google will not replace a value you already have here. If a customer changes their phone number and your client record already lists the old one, update it in GetCost — the sync will not do it for you.

Duplicates and Matching

When a contact arrives, GetCost looks for the client it belongs to before creating a new one:

  1. A contact already imported

    Matched exactly, every time, even if you have since renamed the client here.

  2. Same email address

    Matched to that client, as long as only one client uses that email.

  3. Same name

    Matched only when the name belongs to exactly one client. If you have two clients called the same thing, a new client is created instead of guessing.

Ended up with a duplicate? Use Merge clients to combine them — see Merge clients. Creating the odd duplicate is deliberate: merging two clients takes seconds, whereas overwriting the wrong customer's details loses information you cannot get back.

When It Refreshes

There is no schedule to configure and nothing to run manually. GetCost refreshes your contacts when you open your Clients list, and only if the last refresh is more than a few hours old — so it stays current without pestering Google every time you tap Clients.

Each refresh asks Google only for what changed since last time, which is why it is quick even with a large address book.

What happens to a contact you delete in Google

The client stays in GetCost and is simply unlinked from Google. This is deliberate: that client may have estimates, invoices and job history attached, and removing someone from your phone's address book should never delete your business records. If you want them gone from GetCost too, delete the client here.

Turning It Off

Go to Settings | Email, open the Google account, and untick Sync Google Contacts.

Clients already imported stay. They are your clients now — turning sync off only stops new ones arriving.

Changed your mind? Clear them all in one go

If you connected Google for your email and did not want your whole address book turning into clients, go to Settings | Advanced and use Clear Imported Contacts. It removes every client that came from your Google contacts and switches the sync off, so they do not come straight back.

  • Clients you have actually worked with are kept — anyone you have quoted, invoiced, scheduled, or logged time or mileage for. They are customers now, not address-book entries, and your estimates and invoices would be left pointing at nothing. You are told how many were kept.
  • It only affects your own clients, not those of anyone else on your team.
  • Nothing changes in your Google account. GetCost only ever reads your contacts and cannot alter them.

If you switch the sync back on later, your contacts are imported again from scratch. The clients that were kept are recognised and updated rather than duplicated, but anything you had edited on a cleared client is gone with it.

Troubleshooting

No contacts appeared

Check the badge next to the account in Settings | Email. If it says Permission needed, contacts access was not granted — open the account and reconnect, keeping every permission selected on the Google screen. If it says Reconnect needed, your Google sign-in expired.

Only some contacts came across

Contacts with neither a name nor an email address are skipped on purpose. Check the entry in Google Contacts has at least one of the two.

A new Google contact has not shown up

Refreshes happen when you open the Clients list, and not more than once every few hours. A contact added in Google minutes ago may not be there yet.

Importing from a spreadsheet instead? Use Settings | Import & Export — see Import & Export.