Synchronizing Creatio contacts with MS Exchange contacts

Use the mailbox synchronization setup page to set up synchronization of Creatio contacts with the MS Exchange contacts (Fig. 1). You can access the page from the communication panel by clicking –>{Edit email accounts] or from the [Contacts] section by selecting [Actions] —> [Synchronize contacts] —>[Set up...].

Note

This command contains the name of the account (for example, [John.best@mycompany.com settings]).

Fig. 1 Example of synchronizing Creatio contacts with the MSExchange

 

Setting up the import of Exchange contacts to Creatio

To set up import of MS Exchange contacts to Creatio:

1.Select the [Import contacts] checkbox on the [Contacts] tab of the mailbox synchronization setup page.

2.Select the [Import all contacts] option to import all records from the mailbox folders of the “Contacts” type.

To import contacts from specific MS Exchange folders only, select the [Import contacts from specific folders in MS Exchange] option. Click  and select the checkboxes next to the needed folders.

3.Click [Save].

Note

Creatio automatically links imported contacts to Creatio accounts. If more than one account with the same name is found in Creatio, the contact will be imported without connection to the account. If the user who performs the import has access to one of these accounts, then the contact will be imported with the connection to this account.

Setting up the export of Creatio contacts to Exchange

To set up the export of Creatio contacts to MS Exchange:

1.Select the [Export contacts] checkbox on the [Contacts] tab of the mailbox synchronization setup page.

2.Select the [Export all contacts] option to export all contacts to which you have access.

If you only want to export contacts of certain types or folders, select the [Export specific contacts] option.

a.Select the [Employees] and/or [Customers] checkbox to export all contacts of the corresponding types during synchronization (only those contact will be exported to which you do have the access).

b.Select the [From folders] checkbox to export contacts included in particular folders, for example, “Employees”. Open the list of folders and select the folders for synchronization.

3.Click [Save].

Note

Adding folders is described in a separate article.

Synchronizing contacts with MS Exchange

Contacts can be synchronized between Creatio and the Exchange server automatically. To enable automatic synchronization, select the [Synchronize contacts automatically] checkbox on the synchronization setup page. To perform the synchronization, open the [Contacts] section, click the [Actions] button and select the [Synchronize contacts] –> [Synchronize now] action.

See also

•How to synchronize Creatio with Google contacts

•Fields that can be synchronized with MS Exchange

•Synchronizing contacts with MS Exchange (development guide)