Pushing Action Items into Double

Step 1: Go to the Meeting Note

Open the meeting note in Abacor that you want to push to Double.

Step 2: Locate the Post-Meeting Action Bar

At the top of the note, find the post-meeting action bar. You’ll see a Sync option.

Step 3: Select “Push to Double”

Click on Push to Double to open the sync window.

Step 4: Select Action Items to Import

Select to Export

FAQ

How often does Abacor sync my information with Double?
Abacor automatically syncs with Double every hour to keep your notes, transcripts, and contacts up to date.

Can I see when my information was last synced?
Yes. To view the most recent sync time:

1. Navigate to Settings > Integrations in Abacor.

2. Select Double.

3. You’ll see details about the last successful sync and the next scheduled sync.

What if I need information synced immediately?
While automatic sync runs every hour, you can manually trigger a sync by selecting Sync Now in the Double integration panel.

What happens if a sync fails?
If a sync cannot complete, you’ll see an error message in the Double integration settings. From there, you can retry the sync or re-authenticate your Double connection.

Does Abacor sync both notes and contacts?
Yes. Abacor syncs your AI-generated notes, transcripts, and recordings to client timelines in Double, as well as contacts and client groups to keep your client hub consistent.

Troubleshooting

• Sync Option Not Visible
  Make sure you are in a meeting note. The sync option only appears in the post-meeting action bar. Refresh your page if it doesn’t display.

• Unable to Log In to Double
  Confirm you are using the correct Double account credentials. If you’re logged into the wrong account, log out and reconnect.

• Note Not Appearing in Double
  Double-check that you selected the right destination. If the note still doesn’t show, try syncing again.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.