Synchronizing the Creatio calendar with the MS Exchange calendar

Use the mailbox synchronization setup page to set up the synchronization of the Creatio activities with the MS Exchange tasks and meetings (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, [Set up test@google.com]).

Fig. 1 Example of synchronizing Creatio activities with the MS Exchange calendar.

 

Setting up the import of Exchange activities to Creatio

To set up the import of the MS Exchange meetings into Creatio:

1.On the [Meetings and tasks] tab, select the [Import meetings] checkbox.

2.Select the [Import all appointments and meetings] option to import all records from MS Exchange calendars.

If you only want to import records from the selected MS Exchange calendars, select the [Import appointments and meetings from specific MS Exchange calendars] option. Open the list of calendars and select the calendars you wish to import.

3.Select the [Import tasks] checkbox and if necessary, select folders whose tasks must be imported.

4.Click [Save] on the mailbox synchronization setup page.

As a result, MS Exchange appointments and meetings will be imported to Creatio as the activities of the “Meeting” category.

When importing the MS Exchange activities of the “Task” type, records will be added in Creatio as the activities of the “To do” category. In this case, only those tasks whose owner is the current user of Creatio will be imported. Setting up the import of tasks is similar to that of the meetings.

Setting up the export of Creatio activities to Exchange

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

1.On the [Meetings and tasks] tab, select the [Export activities] checkbox.

2.Select the [Export all tasks and meetings] option to export all activities to which you have access.

If you only want to export activities from specific folders, select the [Export tasks and meetings from specific folders] option. A list of folders corresponds to the folders configured in the [Activities] section

3.Click the [Save] button on the mailbox synchronization setup page.

As a result, the activities of the “Appointment” type will be created in MS Exchange when exporting tasks with the [Display in calendar] checkbox checked. When exporting tasks with the [Display in calendar] checkbox unchecked, the activities of the “Task” type will be created in MS Exchange.

Synchronizing activities with MS Exchange

Activities can be synchronized between Creatio and the Exchange server automatically. To enable automatic synchronization, select the [Synchronize activities automatically] checkbox and select the date in the [Import activities starting from] field. To perform the synchronization, open the [Activities] section, click the [Actions] button and select the [Synchronize contacts] –> [Synchronize now].

See also

•How to synchronize Creatio activities with Google calendar

•Fields that can be synchronized with MS Exchange

•Synchronizing tasks with MS Exchange (development guide)

•Synchronizing appointments with MS Exchange (development guide)