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Synchronize Kutools configuration between devices with an OneDrive Account

Kutools for Excel now supports synchronizing its configuration between devices with an OneDrive Account. After synchronizing the configuration, you can use the same Kutools configuration on different devices.

Configure a synchronic account in Kutools
Automatically synchronize Kutools configuration
Manually synchronize Kutools configuration


Synchronize Kutools configuration between devices with an OneDrive account

Please do as follows to synchronize Kutools configuration between devices.

Configure a synchronic account in Kutools

Firstly, you need to configure a synchronic account in Kutools.

1. Click Kutools > Help > Configure Synchronization > Configure a sync account.

2. In the opening Microsoft dialog box, follow the wizard to sign in an account.

3. Then a Kutools for Excel dialog box pops up to remind you that the account has been successfully signed in. Click OK to close this dialog box.

Notes:

1) You can add more sync accounts according to your needs:

Click Kutools > Help > Configure Synchronization > Configure a sync account. In the opening account settings dialog box, click Add a new OneDrive account to add a new account. By default, the new added account will be set as the default sync account.

2) Then you can remove a non-default sync account or set an account as the default sync account as you need:

Get into the account settings dialog box by clicking Kutools > Help > Configure Synchronization > Configure a sync account. In the opening dialog box, right click a non-default sync account to display the context menu.

Click Remove this account to remove it (a confirmation dialog box will pop up, click Yes if you still need to remove it, otherwise, click No).
Click Set as sync account to set it as the default sync account.
Or you can just click on an account to set it as the sync account directly.

4. Click Kutools > Help > Configure Synchronization > Configure Synchronization Options to specify which configurations are allowed to be synchronized in Kutools.

5. There are 5 configurations can be synchronized in Kutools. They are:

5.1) Basic information such as form configuration;
This option synchronizes the basic configuration of Kutools, such as the position of the dialog box, the last used option and the input history in the dialog box, the recently used functions and formulas, the outgoing server settings for the Send Emails feature, the acquired exchange rates and so on.
5.2) Super Filter Scenario;
This option synchronizes all scenarios you created in the Super Filter feature.
5.3) Auto Text Entries;
This option synchronizes all auto text entries in the Resource Library pane.
5.4) Custom Language Files;
This option synchronizes the custom language files.
5.5) The templates of Send Emails.
This option synchronizes the template you composed in the Send Emails window.

By default, all listed configurations are enabled. Except for the first one, you can untick the checkboxes before any of the remaining options to exclude them from being synchronized and only synchronize the ticked one. Then click OK to save the changes.

6. Now the Kutools configuration is ready for synchronizing. Here we have two types of synchronization:

Automatically synchronize Kutools configuration

1. Click Kutools > Help > Configure Synchronization > Auto Synchronize Configuration.

2. Then a Kutools for Excel dialog box pops up and you need to select an action to carry out the first synchronization.

Note: This dialog box pops up for the first time you enable the Auto Synchronize Configuration setting, and the action you selected in this dialog box is only valid for this sync. The subsequent automatic synchronization occurs only when Excel is started or closed.

2.1) Sync Network Configuration to Local
Choose this action, Kutools will synchronize the configuration stored in OneDrive. The following three points need to be noted:
If the configuration exists in both OneDrive and local Kutools, the local configuration will be replaced with the configuration in OneDrive after synchronizing;
If the configuration exists only in OneDrive, it will be added to local Kutools as a new configuration after synchronizing;
If the configuration exists only in local Kutools, it still exists after synchronizing.
2.2) Sync Local Configuration to Network
Choose this action, the configuration in OneDrive will be replaced with the local configuration after synchronizing.
2.3) Sync Network to Local and then Local to Network
This action will carry out the “Sync Network Configuration to Local” action first and then the “Sync Local Configuration to Network” action.

Note: The Resource Library, Super Filter Scenarios, custom language files, and the original template for the Send Emails feature are regarded as a single configuration item separately.

3. A synchronizing progress bar displays on the left side of the status bar and a warm alert pops up next at the same position to tell you that the synchrony was successful.

From now on, the automatic synchronization occurs only when Excel is started or closed:

When Excel is closed, the local Kutools configuration automatically synchronizes to your OneDrive account.
When you start Excel, Kutools automatically synchronizes the configuration stored in OneDrive to local.

Notes:

1) If you are using the same synchronic account on multiple devices at the same time, it only synchronizes the Kutools configuration for the last closed Excel.
2) If the Auto Synchronize Configuration setting is enabled, when you start Excel after modifying the Configure Synchronization Options, the action selected dialog box will pop up again.
3) To disable this setting, click Kutools > Help > Configure Synchronization > Auto Synchronize Configuration, and then click OK in the popping up Kutools for Excel dialog box.

Manually synchronize Kutools configuration

In addition, you can choose to synchronize Kutools configuration manually only when needed.

1. Click Kutools > Help > Configure Synchronization > Auto Synchronize Configuration.

2. In the popping up Kutools for Excel dialog box, select an action to carry out this auto synchronization option.

Note: This dialog box pops up every time you enable the Synchronize Configuration Now setting.

2.1) Sync Network Configuration to Local
Choose this action, Kutools will synchronize the configuration stored in OneDrive. The following three points need to be noted:
If the configuration exists in both OneDrive and local Kutools, the local configuration will be replaced with the configuration in OneDrive after synchronizing;
If the configuration exists only in OneDrive, it will be added to local Kutools as a new configuration after synchronizing;
If the configuration exists only in local Kutools, it still exists after synchronizing.
2.2) Sync Local Configuration to Network
Choose this action, the configuration in OneDrive will be replaced with the local configuration after synchronizing.
2.3) Sync Network to Local and then Local to Network
This action will carry out the “Sync Network Configuration to Local” action first and then the “Sync Local Configuration to Network” action.

Note: The Resource Library, Super Filter Scenarios, custom language files and the original template for the Send Emails feature are regarded as a single configuration item separately.

3. Then a synchronizing progress bar displays on the left side of the status bar and a warm alert pops up next at the same position to tell you that the synchrony was successful.

Note: For security reasons, this feature does not support synchronizing passwords stored in the Password Manager.

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The functionality described above is just one of 300 powerful functions of Kutools for Excel.

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