General information

Integration with various entities of MS Exchange via EWS protocol (Exchange Web Service) is supported by the Sync Engine synchronization mechanism. This article describes synchronization of contacts between Creatio and MS Exchange. The task synchronization algorithm is no different from that described in the article about Sync Engine synchronization. The process runs in three stages: 

1. Retrieving changes from MS Exchange and applying them
2. Retrieving changes from Creatio and applying them
3. Creating new contacts from Creatio in MS Exchange.

Integration classes

As described in the "Creatio synchronization with external storages" article, to implement integration using this mechanism, a class is required that implements the logic of working with external storage (RemoteProvider heir) and a class that implements the IRemoteItem interface, which is an instance of the synchronization element (in our case — MS Exchange contact).

Fig. 1. RemoreProvider hierarchy schema

Fig. 2. RemoteItem hierarchy schema

The following classes are used for contact synchronization:

• The ExchangeContactSyncProvider class is the service provider for the MS Exchange external storage. This class implements the logic of selecting data and saving changes in Creatio and MS Exchange.
• The ExchangeContact class implements the IRemoteItem interface. The logic of filling in data in the corresponding systems is implemented in it.
• The ExchangeAddressDetailsSynchronizer class contains methods for converting contact addresses.
• The ExchangeEmailAddressDetailsSynchronizer class contains methods for converting contact email addresses.
• The ExchangePhoneNumbersDetailsSynchronizer class contains methods for convertingcontacts phones.

The logic of filling in details is located in separate classes, as there are significant differences in the formats of data storage in Creatio and MS Exchange. Additional conversion is required.

Synchronized data

The correspondence of Creatio objects to the Contact MS Exchange class fields is shown on table 1.

Table 1. The correspondence of Creatio objects to the Contact MS Exchange class fields

Creatio object	Object field	The Contact MS Exchange class field
Contact	Name	DisplayName
	Surname	Surname
	GivenName	GivenName
	MiddleName	MiddleName
	Account	CompanyName
	JobTitle	JobTitle
	Department	Department
	BirthDate	Birthday
	SalutationType	TitleTag
	Gender	GenderTag
ContactCommunication	Number	The PhoneNumbers collection values
	CommunitactionType	The PhoneNumbers collection value key
ContactAddresses	City	The PhysicalAddresses collection element City field
	Country	The PhysicalAddresses collection element CountryOfOrigin field
	Region	The PhysicalAddresses collection element State field
	Address	The PhysicalAddresses collection element Street field
	Zip	The PhysicalAddresses collection element PostalCode field
	AddressType	The PhysicalAddresses collection value key

The correspondence of communication types is shown in Table 2.

Table 2. The correspondence of communication types of Creatio to MS Exchange

Creatio communication type	MS Exchange communication type
Email	EmailAddress1, EmailAddress2, EmailAddress3
WorkPhone	BusinessPhone, BusinessPhone2
HomePhone	HomePhone
MobilePhone	MobilePhone

The correspondence of addresses is shown in Table 3.

Table 3. The correspondence of addresses of Creatio to MS Exchange

Creatio address type	MS Exchange address type
HomeAddress	Home
BusinessAddress	Business

Logic of selecting data for synchronization

To select changes to the list of contacts selected for MS Exchange folder synchronization, use the following terms: select contacts for MS Exchange, which were modified after the last contact synchronization or an MS Exchange contact, which was not marked as synced. The contacts which were modified have corresponding contacts in Creatio. The updated changes are applied in the corresponding system.

When you select Creatio contacts for synchronization, select the following:

• contacts that have the current user as an author
• contacts with a date of last modification that does not correspond to the date of the last synchronization.
• contacts that were not used on the first step of synchronization

User settings also affect the rules for selecting new contacts in Creatio. Three settings are available:

1. Synchronize employees contacts. When you select this setting, the "Contact type" filter will be added to the request, and only the "Employee" type contacts will be synchronized.
2. Synchronize customers contacts. When you select this setting, the "Contact type" filter will be added to the request, and only the "Customer" type contacts will be synchronized.
3. Sync contacts from certain groups. When you select this setting, the selected contact group filters will be added to the request.

Additional features

Using the advanced contact keys in external storage

A situation may occur when there is a large number of MS Exchange contacts and of them will receive the same ID. As a result, synchronization may not correctly identify the appropriate contact in Creatio. To work around this situation, there are advanced external keys, which can be enabled by the [Use composite IDs for MS Exchange synchronized contacts] setting. Setting code - UseComplexExchangeContactId. After enabling it, you may need to resynchronize.