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SOHO Organizer Syncs Contacts with iCloud in Snow Leopard

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As the MobileMe sunset date of 30 June 2012 draws ever closer, people continue to look for ways to integrate Macs running Mac OS X 10.6 Snow Leopard into the iCloud ecosystem. Despite the fact that Apple based iCloud on standards like CalDAV and CardDAV, this hasn’t been entirely trivial. With calendars, we’ve written about two solutions: BusyCal (“BusyCal Brings iCloud Calendars to Snow Leopard,” 5 December 2011) and iCal (“iCal in Snow Leopard Can Participate in iCloud,” 11 December 2011). But good solutions for syncing contacts with iCloud have been harder to find, since the tricks that worked with pointing iCal at iCloud failed with Address Book.

Happily for those who have perfectly functional Macs still running Snow Leopard, for whatever reason, we’ve come across a way of syncing contacts with iCloud. It’s not free, but it is easy — the $99 SOHO Organizer 9 from Chronos. This capability is relatively new to SOHO Organizer, appearing in version 9.1.8, but Chronos has been refining it since introduction — the current version is 9.2.6. In fact, SOHO Organizer requires only Mac OS X 10.5.8 or later, making it useful for anyone who wants to access iCloud contacts on a Mac that can run any version of Mac OS X from 10.5 Leopard to 10.7 Lion (and, we presume, but have not tested, 10.8 Mountain Lion).

SOHO Organizer is actually a three-application suite consisting of SOHO Organizer, which offers contact and calendar management; SOHO Notes, a note-taking and snippet-keeping utility; and SOHO Print Essentials, which helps you design and print labels, envelopes, letterhead, and so on, importing data as necessary from SOHO Organizer. I won’t be talking about SOHO Notes or SOHO Print Essentials — they seem to be effective programs, but are out of scope for this article.

I also won’t discuss SOHO Organizer’s calendar features, but suffice to say that it is actually a third solution to the iCloud calendar syncing problem, since it, like BusyCal, can sync with iCloud (and Google Calendar). From what I can see, SOHO Organizer offers basically the same feature set as BusyCal and iCal — if I were buying SOHO Organizer first, I would see if it met my needs before buying BusyCal, but since I’m already a happy BusyCal user, I haven’t seen the need to explore SOHO Organizer’s calendaring features much.

And as a final caveat, I’m assuming that you have already converted your MobileMe account to iCloud and are merely trying to gain access to your iCloud contacts on a Mac running Snow Leopard. If you need help making that conversion, run, don’t walk, to get a copy of Joe Kissell’s “Take Control of iCloud,” which explains in detail what’s involved.

Setting Up and Using SOHO Organizer for Contacts -- Despite the many other capabilities of the SOHO Organizer suite, setting it up for syncing contacts with iCloud is trivially easy. All you have to do is open the Preferences window, click Accounts, click the + button to add an account, choose iCloud Contacts, and enter your iCloud user name (as a full email address) and password. SOHO Organizer fills in the rest of the details behind the scenes, makes the connection, and downloads all your contacts.


I’ve never been a fan of Address Book in general, and I hate the leatherette version in Lion with a passion, so I find SOHO Organizer’s approach to displaying contact information refreshingly complete and usable. A series of buttons in the upper-left of the window let you switch between contact (the first two), calendar (the next five), and journal (the last one) views. The Contact Card view shows detailed information for a single contact that you display by selecting a group and then a name in the first two columns. The data includes everything you’d expect, in terms of name, address, phone numbers, email addresses, instant messaging accounts, birthday, and relationships, and an attachment block that can contain a list of email messages to and from that person, along with phone calls, text messages, calendar events, notes, files, and more. You can add some additional blocks, such as for URLs, more addresses, notes, and so on. Plus, you can even switch to an expanded version of the name block, which adds fields for prefix, suffix, middle name, nickname, job title, department, phonetic names, and maiden name.


Much of this data is “live,” in the sense that you can click a little icon next to an email address to create a new message to that address, and clicking the icon next to a spouse or child name switches to that person’s card. Other actions include mapping an address, calling a phone number, and sending an SMS message. You can also double-click email messages and other items in the attachment list to open them.

Along with the Contact Card view, there’s Contact List view, which displays all the contacts in a particular group in a scrolling list, with numerous columns available; you choose which to display from View > Contact List Columns, and you can rearrange them by dragging, resize them, and sort them (Shift-click for a secondary sort, such as Last Name, then First Name). Double-clicking data in a list item lets you edit it directly, and you can click the Open in Contact Card button to switch to the detailed Contact Card view.


SOHO Organizer has a few other niceties related to contacts. You can search for duplicate cards and information within cards. It’s easy to merge cards, with a nice display of the differences. You can also create bidirectional relationships between people by dragging one person’s card onto another; this enables you to identify someone as another person’s spouse, child, manager, assistant, and so on. For faster navigation in Contact Card view, SOHO Organizer offers an Alphabet Bar that lets you jump quickly to contacts whose last names start with a particular letter. Lastly, you can open multiple windows so you can see both Contact List and Contact Card views simultaneously, or just multiple cards.

The main negative I see with SOHO Organizer and its traditional approach to contact management is that it has no concept of connecting to Facebook, Twitter, LinkedIn, or other social networking services, as does the recently released Cobook (see “Cobook 1.0,” 25 May 2012). I also experienced a few performance issues on (only) one of my test Macs, though they may have been related to specific zoom levels or database corruption that was resolved by starting over; Chronos was extremely responsive to my reports, and version 9.2.7 should be available shortly with minor changes.

No Link to Address Book -- Despite SOHO Organizer working perfectly with iCloud-hosted contacts, bringing in and sending out changes appropriately, there’s one major limitation for those running under Leopard or Snow Leopard that may not be obvious up front, but which could be a deal-breaker. The contacts that SOHO Organizer retrieves from and syncs with iCloud appear in an iCloud collection in the sidebar, and only there. That’s all that’s necessary for people running under Lion.

But what if you want to access those contacts in the Leopard or Snow Leopard version of Address Book, or in another program like Cobook or Apple Mail that shares Address Book’s data store in a pre-Lion system? There, unfortunately, your luck has deserted you. SOHO Organizer has another collection in the sidebar — Personal (On My Mac) — and any contacts in there do use Snow Leopard’s Sync Services to sync with Address Book and all other Address Book-aware programs.

You can select all your contacts in the iCloud collection and drag them into the Personal (On My Mac) group to copy them over, at which point they will appear in Address Book (beware that corruption in field labels can prevent syncing — if this happens to you, sync smaller groups at a time to find the problematic contact). That will give you read access to those contacts, but what you can’t do is make changes and have them sync back to the iCloud collection in any way. I tried dragging them back from Personal (On My Mac) to iCloud, but that tended to result in the iCloud version of the contact being corrupted or deleted. Even if it had worked, it’s an unsatisfactory solution, since it would require both manual copying of cards and then a lot of manual verification of data and determining what was old and what was new. That’s what we have synchronization tools for!

Theoretically, Chronos could add the capability to sync between the iCloud and Personal (On My Mac) collections, but given that it’s only of use to people who need this particular hack to access iCloud contacts in Address Book in Snow Leopard, it’s hard to see them justifying the engineering work.

In the end, though, SOHO Organizer is both a fully featured contact management program in its own right (not to mention its other capabilities) and a solution to the iCloud problem for Snow Leopard and Leopard users. That makes it well worth its $99 price. A 30-day trial version is available as a 77.6 MB download.

 

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Comments about SOHO Organizer Syncs Contacts with iCloud in Snow Leopard
(Comments are closed.)

Norm Harris  2012-06-26 09:22
Adam:

For those running Lion who have the same reaction to Address Book as you, have you stayed with Address Book or switched? I keep hoping that BusyMac will develop an Address Book on steroids similar to BusyCal compared to iCal.

Thanks.
Adam Engst  An apple icon for a TidBITS Staffer 2012-06-26 09:30
Honestly, for the most part, it really hasn't come up. I almost never need to use Address Book at all on my Mac (as opposed to Contacts on my iPhone, which I use a lot).

That said, now that I have SOHO Organizer, I can say with some assurance that I'll never use Address Book again for anything other than testing. :-)
Rob Gendreau  2012-06-26 12:26
Thanks for the review; I use SOHO Organizer and this feature is awesome. Contact management has certainly lagged behind what's available for calendars. I also use BusyCal, but Organizer is great especially in its integration of email and contacts.

And if you want more, check out Fruux. Fruux and Chronos corresponded and got CardDAV working so that you can use their service with Organizer even if you don't have iCloud at all. Works great!

Rob
Rob Lewis  2012-06-26 14:10
I'm of two minds about the SOHO suite. Due to its attractive feature set I tried switching to it several years ago, but found it unbearably slow and buggy with my large (>2500 entries) Address Book. It seems to always get good reviews, but I wonder how hard the testers actually beat on it, and with how big a contact database (can you comment?). Even this review alludes to problems with data corruption. No thank you on that score!

Also (and again, this not based on recent experience), Chronos support was not very responsive. I would love to see a thorough review of the latest package, using a large real-world contact database. If things have improved maybe I'll give it another try.
Adam Engst  An apple icon for a TidBITS Staffer 2012-06-26 15:18
My real world contact database is 1000 contacts, so not as large as yours, but not small. With the data corruption, I wasn't terribly surprised because I was doing some evil things to it, like copying all the iCloud contacts to and from the On My Mac collection repeatedly, force quitting when I accidentally dragged all 1000 contacts onto themselves (that causes SOHO Organizer to ask for every contact what the relationship is - oops!), deleting and recreating accounts, and so on.

They have been VERY responsive though, acknowledging a bug I tracked down in syncing with Address Book when a label in a single contact was weird and fixing it in the forthcoming 9.2.7, plus giving me a special build with the capability to turn off the display of email in the Attachments block, since some of my contacts have tens of thousands of email messages and sorting them sometimes caused spinning pizzas (the worst was my own card, with 1.7 million messages). That special build will also be worked into 9.2.7.

So, while it's not perfect, it's also not Address Book, which is utterly awful to use, and flakier than a good pie crust. Address Book on my Snow Leopard Mac had to be cleared out completely because my tests in trying to link it with iCloud totally corrupted the database.
Rob Lewis  2012-06-26 15:35
Thanks for the additional info. One thing that attracted me to SOHO was that it maintained full compatibility with Address Book and iCal (IOW, you could add a contact in Address Book and it would show up in SOHO, and vice versa) Is this still true?
Adam Engst  An apple icon for a TidBITS Staffer 2012-06-26 16:20
Yes, within the constraints I mentioned in the article, which is that on Snow Leopard or Leopard, that synchronization happens only in the Personal (On My Mac) collection, not the iCloud collection. In Lion, SOHO Organizer and Address Book would both sync the iCloud collection - I don't think they can sync the Personal (On My Mac) collection because of the lack of Sync Services in Lion.
Another alternative that can work is to use Plaxo's Platinum Sync (~$60/yr). It supports sync'ing with versions of the Mac Address Book back to Tiger. At the moment, it doesn't directly sync with iCloud, but by sync'ing a non-iCloud Mac to an iCloud-sync'ed iPhone/iPad/iPod Touch/Windows machine, it achieves the same result indirectly.
Adam Engst  An apple icon for a TidBITS Staffer 2012-07-05 15:15
Interesting. Years ago, Plaxo had an Address Book syncing utility that didn't work at all in my testing, so I've never checked back with them. I can't comment on whether or not this service will work, but when I searched on iCloud in their blog, I found that they're not planning to support Mountain Lion at all, which doesn't give me warm fuzzy feelings even though their iOS app might do the trick.

http://blog.plaxo.com/2012/03/plaxo-decides-on-lion-and-mountain-lion-support/