03.1. Set Up EBF Contacts with Exchange O365 / Azure

Prerequisites

Make sure you have:

• Access to your EMM system
• The latest EBF Contacts app version
• The following values from your EBF contact person:
  • customerName
  • licenseKey
  • licenseCount
• Access to your Azure admin portal

Setup

1. Deploy the App

• Upload EBF Contacts to your EMM system.
• Assign the app to users‘ devices.

2. Create the App Configuration

Create an AppConfig (or similar configuration) in your EMM system.

Add these required parameters:

• customerName
• licenseKey
• licenseCount
• endpoint

Use the license values provided by your EBF contact person.

See Chapter 02.3 for example configurations and all available parameters.

3. Configure Azure

• Register an Application ID in Azure.
• Assign the permissions described in Chapter 02.3.
• Enter the Application ID information in the endpoint parameter.

4. Complete the Initial App Setup

When users open the app for the first time:

1. Enable EBF Contacts in the device settings (iOS only).
2. Create an encryption key.
3. Optionally enable Face ID or Touch ID.
4. Sign in with AD credentials if required.

03.2. EBF Contacts with Exchange On-Premise

Prerequisites

Make sure you have:

• Access to your EMM system
• The latest EBF Contacts app version
• The following values from your EBF contact person:
  • customerName
  • licenseKey
  • licenseCount
• The Exchange server URL
• A working VPN connection

Setup

1. Deploy the App

• Upload EBF Contacts to your EMM system.
• Assign the app to users‘ devices.

2. Create the App Configuration

Create an AppConfig in your EMM system.

Add these required parameters:

• customerName
• licenseKey
• licenseCount
• endpoint

Use the license values provided by your EBF contact person.

See Chapter 02.3 for example configurations and all available parameters.

3. Configure the Exchange Connection

• Enter the Exchange server URL in the endpoint parameter.
• Make sure devices can connect through VPN.

4. Complete the Initial App Setup

When users open the app for the first time:

1. Enable EBF Contacts in the device settings (iOS only).
2. Create an encryption key.
3. Optionally enable Face ID or Touch ID.
4. Sign in with AD credentials.

03.3. EBF Contacts with Hubspot

Prerequisites

Make sure you have:

• Access to your EMM system
• The latest EBF Contacts app version
• The following values from your EBF contact person:
  • customerName
  • licenseKey
  • licenseCount
• Access to the HubSpot admin portal

Setup

1. Deploy the App

• Upload EBF Contacts to your EMM system.
• Assign the app to users‘ devices.

2. Create the App Configuration

Create an AppConfig in your EMM system.

Add these required parameters:

• customerName
• licenseKey
• licenseCount
• hubSpotToken

Use the license values provided by your EBF contact person.

See Chapter 02.3 for example configurations and all available parameters.

3. Create a HubSpot Private App

1. In HubSpot, go to:
   • Settings → Account Setup → Integrations → Private Apps
2. Create a private app.
3. Enable the permission:
   • crm.objects.contacts.read
4. Copy the generated token.
5. Enter the token in the hubSpotToken parameter.

4. Complete the Initial App Setup

When users open the app for the first time:

1. Enable EBF Contacts in the device settings (iOS only).
2. Create an encryption key.
3. Optionally enable Face ID or Touch ID.

Synchronization starts automatically..

03.4. EBF Contacts with ZIP file (CSV/JSON)

Prerequisites

Make sure you have:

• Access to your EMM system
• The latest EBF Contacts app version
• The following values from your EBF contact person:
  • customerName
  • licenseKey
  • licenseCount
• A ZIP file containing CSV and/or JSON files

Setup

1. Prepare the ZIP File

• Create a ZIP file according to Chapter 02.11.
• Optional:
  • Protect the ZIP file with a password.
  • Use the zipPassword parameter in the AppConfig.

You can include multiple CSV or JSON files.

2. Provide the ZIP File

Choose one option:

• Upload the ZIP file to a publicly accessible location.
• Store the ZIP file on your intranet and provide access through VPN.

3. Deploy the App

• Upload EBF Contacts to your EMM system.
• Assign the app to users‘ devices.

4. Create the App Configuration

Create an AppConfig in your EMM system.

Add these required parameters:

• customerName
• licenseKey
• licenseCount
• zipUrl

Use the license values provided by your EBF contact person.

See Chapter 02.3 for example configurations and all available parameters.

5. Configure the ZIP File Connection

• Enter the ZIP file location in the zipUrl parameter.
• If needed, also add zipPassword

6. Complete the Initial App Setup

When users open the app for the first time:

1. Enable EBF Contacts in the device settings (iOS only).
2. Create an encryption key.
3. Optionally enable Face ID or Touch ID.

Synchronization starts automatically.