Mobile Apps & Sync for iOS and Android

These instructions will help you prepare to setup your PlanPlus Mobile app on your iOS device.

1. Verify the Accounts (Mail, Contacts, Calendar)  on your device.
   1. On your iOS Device:  Home>>Settings>>
      
   2. Select: Mail,Contacts, Calendars:
      
   3. Which of the Accounts that is setup on your phone do you want to sync to PlanPlusOnline?
      Note: PlanPlusOnline will not have its own “Account” in your list of accounts. You will need to choose one of your existing accounts if you want to Sync your PlanPlusOnline calendar.
      If you don’t see the account you need, you may need to add it here using the “Add Account” option.
      
      
   4. For the account that you wish to sync with PlanPlusOnline, check to make sure that the Calendar & Contacts are turned “ON”.
      Why does this matter?  If the account and record type (Contacts or Calendar)  is not enabled on your device, PlanPlus will not be able to sync records with it. This is a typical error found when troubleshooting sync issues.
2. Back at Account Settings for Mail,Contacts, & Calendar. Check your “default” account for Contacts & Calendar.Your default account is the account that new contacts or new appointments would be created on if you add them outside of the PlanPlus app on your phone.Example, if you want to use SIRI to create appointments that show up on your PlanPlus Online calendar, you must select the same calendar in your Default Calendar as you choose to Sync with PlanPlusOnline.
   

1. Download the app to your mobile device.
2. Open the app.
   
3. Connect your PlanPlusOnline account in the mobile app Sync Settings.
   1. Settings>>Sync Settings>>Sync Method Settings.
      
      
4. Configure your Calendar Sync Settings
   1. Choose a Default Calendar. This is the calendar that all PlanPlus Online related appointments will be written to during sync.
      
      
   2. Choose “Apple Calendars” to display in mobile app: These are other calendars that can be displayed in the PlanPlus Mobile app.  These calendars will be displayed in the mobile app but appointments on these other calendars will not show in your PlanPlus Online account.
      

Nothing is syncing

1. Check credentials.  Login successful?
2. Send logging report to support. (See instructions in tab below)

Some records did not sync.

1. Open the record, click “Update/Save” to refresh the last update stamp.
2. Sync Again.  Press & Hold the Sync button. Select “Re-read all data”

Sync is creating some duplicate contacts or duplicate appointments. (Only a few records are duplicating) 

1. Do any of the duplicate records have non (a-z , 1-9) characters such as <,*$,#,”,>? If so, try removing these characters and Re-sync.
2. Disable any other sync connections you may have configured.
   1. Disable Outlook 365 cloud sync connector (See instructions below)
   2. Disable Google cloud sync connector (see instructions below)
   3. Disable or Uninstall Outlook desktop Sync utility (link to instructions below)
3. Re-Sync.  Did it work?
   1. Still a problem? Send 3 examples of records that duplicated and 3 examples of records that did not duplicate
4. Create a Support Ticket &/or Send Logging report to support. (See instructions in next dropdown)

Problem with Recurring Appointments or Tasks

1. Delete recurring appointments in mobile app.
2. Setup all recurring Appointments/Tasks in Online.
3. Re-Sync.  Did it work?
4. Still a problem? Send sync log to support.

Intermittent sync issues

1. Possible problem connecting to server. Try again.

How to Delete Individual duplicate contacts, tasks, and appointments
In PlanPlusOnline web account:

1. Search for duplicate records by name.
2. Click on the 3 yellow dots to the left of the duplicate record
3. Click “Delete”
4. Repeat for each contact.