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Granting CopyTrans Contacts access to your cloud accounts (iCloud, Gmail, and Yahoo) allows you to manage your contacts, notes, calendars and reminders sourced from these locations directly with CopyTrans Contacts. See how to set up a cloud account in CopyTrans Contacts and solve related problems:

Set up regular cloud accounts: iCloud, Gmail, and Yahoo

  1. To set up a regular cloud account in CopyTrans Contacts, navigate to More > Cloud setup: choose to set up a cloud account

  2. Click on “New connection” and select the type of a cloud account. Regular cloud accounts supported by CopyTrans Contacts are iCloud, Gmail and Yahoo. choose the type of cloud account to connect to CopyTrans Contacts

  3. Enter the account credentials and tick the types of cloud data you wish to access (Contacts, Notes, Reminders, etc.). Click on “Add account”. Add a new cloud account.

*Note for iCloud users:

  1. If you have two-factor authentication enabled for your iCloud account, you will have to enter a verification code: Enter a verification code.

  2. The activation code will then be sent to all iOS devices associated with your Apple ID. Tap “Allow” on your device to receive the code: Allow Apple ID sign-in and get the code.

  3. Go back to CopyTrans Contacts and enter the verification code. The verification code is entered.

*Note for Yahoo! users:

  1. If you get a message that your email or password are not correct while setting up a Yahoo! account: ail to set up your Yahoo! account in CopyTrans ConTacts because of invalid password and email.

  2. …log in to your Yahoo! from the PC, right-click on your name at the top-right and tap on Account Info: Set up yuor Yahoo! in CopyTrans Contacts

  3. If the system suggests you re-enter the password, please follow the prompt and navigate to Account Security. Switch the toggle next to “Allow apps that use less secure sign in” to the “on” position: Allow apps that use less secure sign in

  4. Return to CopyTrans Contacts and enter your credentials one more time. Should work fine this time!

*Yahoo accounts with 2-factor authentication

If you have previously activated Yahoo’s 2-Step verification service, you need to use an app password when connecting your Yahoo account to CopyTrans Contacts, instead of the password you’d normally use.

To get the app password follow the steps below:

  1. Log in to your Yahoo account from a web browser on your PC.

  2. Click on your name at the top right and tap on “Account Info”. Click on your name at the top right and tap on “Account Info”

  3. If the system suggests you to re-enter your password, do it. After this click on “Account Security”. Navigate to the “Account Security”

  4. Find “Generate passwords” and click on it. Find “Generate passwords” and click on it.

  5. Tap on “Select your app” box and choose “Other app” from the drop down menu. Connect your Yahoo! account with 2-step verification

  6. Type in “CopyTrans Contacts” and click “Generate”. Connect your Yahoo! account with 2-step verification

  7. Copy the unique one-time password which appeared in the dialogue box. Follow the instructions below the password (if any). Click “Done”. Connect your Yahoo! account with 2-step verification

  8. Now you have the password! Please proceed with enabling Yahoo account in CopyTrans Contacts.

  9. Connect to a custom CardDAV or CalDAV service

    If you want to connect to a CalDav or CardDav-based service, you can do so with CopyTrans Contacts.

    You will need to enter the custom account details (i.e. username, password, server address) associated with this CardDAV or CalDAV account as shown below.

    Custom cloud accounts can be linked to your company or university server, or your personalized cloud server (for example an account hosted on ownCloud or Synology NAS).

    1. So, these are the steps to set up a custom account:

      For iOS 13/12 users: Open the Settings app > Passwords & Accounts > Add Account > Other > Add CalDav Account.
      For iOS 11 users: Open the Settings app > Accounts & Passwords > Add Account > Other > Add CalDav Account.
      For iOS 10 users: Open the Settings app > Contacts > Accounts > Add Account > Other > Add CardDAV account.
      For iOS 9, 8, 7 users: Open the Settings app > Mail, Contacts, Calendar > Add Account > Other > Add CardDAV account.

    2. Open CopyTrans Contacts. In the Cloud setup window in CopyTrans Contacts, click on “New connection”, then select “Custom”:Set up cloud account

    3. Enter your account credentials including the server address. Check the needed boxes (i.e. Contacts, Calendars, Reminders) and click “Add account”: Connect CardDAV or CalDAV account with Copytrans Contacts.
      NOTE: The username, password and server address should correspond to the ones already set up on your iPhone.

    Why do I see double/triple contact sets?

    In most cases, the contacts are not duplicates. Most likely, you have these contacts saved in both locally and in your cloud account. If this is the case, CopyTrans Contacts will list both entries next to each other. On the screenshot below, for example, the same contact set is saved locally and in two cloud accounts. Contacts marked with a grey star are stored in Exchange. Contacts marked with are stored in iCloud. Contacts with no symbols next to them are your “local” iPhone contacts.

    the program duplicated contacts main window

    You can always see where the contacts are sourced from. To do so, navigate to your iPhone screen, open the Contacts app and tap on “Groups” on the top-left:
    iphone contact accounts

    How to view contacts from a single account only?
    CopyTrans Contacts allows you to display contacts from selected accounts only. Simply click on the Funnel button on top of the contact list, choose “Filter” and select an account to be displayed:
    Copytrans contacts filter contacts

    After this, only the contacts from the chosen account will show up in CopyTrans Contacts.

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By krasimir

Krasimir is an avid marketing aficionado and a tech-support specialist in charge of the English-speaking market. He grew up in Bulgaria and on the island of Mauritius where he became passionate about windsurfing and photography.