OMAZYNC

OMAZYNC Tips

Tutorials for cleaner contact workflows.

Use these practical workflows to connect mailboxes, scan the right folders, clean contact data, export files, and sync approved contacts into your marketing stack.

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Best first workflow

Connect, scan, clean, export, then sync.

Start with one high-value folder

Run your first scan on a folder with known leads before scanning the whole mailbox.

Name exports by audience

Use clear filenames such as PR-outreach-Q3 or client-webinar-leads so future imports stay traceable.

Review duplicates before campaign sync

Cleaner records protect deliverability and prevent awkward repeated outreach.

Keep source folders useful

Folder context can become audience tags, client segments, or source notes later.

Tutorials

Step-by-step OMAZYNC workflows

Each tutorial is designed for a real task inside the product, from first setup through recurring sync operations.

Tutorial 1

Connect your first mailbox

Bring Outlook or IMAP email history into OMAZYNC for scanning.

  1. 1Open the dashboard and choose the mailbox connection workflow.
  2. 2Select Outlook when you use Microsoft mail, or IMAP for compatible providers.
  3. 3Complete the sign-in or credential vault flow.
  4. 4Run the connection test and fix any provider permission warnings before scanning.

Tutorial 2

Extract contacts from selected folders

Scan only the folders that matter and keep each contact tied to its source.

  1. 1Open folder discovery after the mailbox connection is healthy.
  2. 2Choose folders with useful business context, such as Leads, Events, Clients, or Partnerships.
  3. 3Start a sync run and keep the page open until the run is queued.
  4. 4Review extracted contacts by source folder before export or sync.

Tutorial 3

Clean and prepare contacts

Remove noisy rows before sending contacts to a spreadsheet or marketing tool.

  1. 1Check the results table for duplicate addresses and forwarded-thread contacts.
  2. 2Use ignored email rules for internal domains, no-reply addresses, or test accounts.
  3. 3Confirm names, folders, and domains look reasonable.
  4. 4Run another focused scan if an important folder was missed.

Tutorial 4

Export contacts to Excel or CSV

Create a clean file for analysis, client delivery, or CRM import.

  1. 1Open the export workspace after reviewing the cleaned results.
  2. 2Choose Excel for a polished handoff or CSV for a system import.
  3. 3Filter by folder, account, or sync run when you need a focused list.
  4. 4Download the file and store it with the audience or campaign name.

Tutorial 5

Sync contacts to marketing platforms

Send approved contacts to Kit, Zoho Campaigns, Brevo, or another connected platform.

  1. 1Connect the destination platform from the integrations area.
  2. 2Map OMAZYNC fields to the destination list, form, tag, or audience.
  3. 3Start with a small test sync to confirm the mapping.
  4. 4Review sync history for skipped rows, errors, and completed runs.

Tutorial 6

Protect credentials with the vault

Keep mailbox and platform credentials secured for repeatable team workflows.

  1. 1Set up the security vault before adding long-lived credentials.
  2. 2Store IMAP passwords and API keys only through the vault workflow.
  3. 3Limit shared account access to the people who need it.
  4. 4Rotate credentials if a team member or client account changes.

Before bulk sync

A quick quality checklist.

Small checks before a large export or platform sync can save cleanup time later.

Run a test connection before large syncs.

Scan a small folder first when onboarding a new mailbox.

Exclude internal, no-reply, billing, and support aliases.

Export a backup before syncing to a live marketing audience.

Check sync history after every bulk operation.

Use folder names consistently across client or team mailboxes.

Extract. Clean. Sync.

Start building your contact database from the inbox you already use.

Connect Outlook or IMAP, clean duplicates, export to Excel, and route contacts to your marketing stack.

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