Synchronizing Acumatica ERP with Microsoft Exchange Server

In Acumatica ERP, you can synchronize contacts, emails, tasks, and events between your users’ Exchange Server and Acumatica ERP accounts.

In this chapter, you will find information on configuring and managing synchronization between Acumatica ERP and Microsoft Exchange Server.

Back to TopIn This Chapter

Integration with Exchange Server

Microsoft Exchange Server is one of the most popular email-based collaborative communication servers for businesses. By integrating Acumatica ERP with Exchange Server, you can seamlessly and transparently synchronize contacts, tasks, appointments, and emails across platforms.

Synchronization Policies

Synchronization policies define the settings for synchronization between your Exchange Server and Acumatica ERP instances, such as the record types to be synchronized, the synchronization direction, and the way the synchronized records will be marked.

Configuration of Synchronization with Exchange Server

Acumatica ERP uses delegate access to connect to an Exchange server. For each delegate mailbox on your Exchange server, you create an account in your Acumatica ERP instance on the Exchange Integration Configuration (SM204015) form and specify the connection and synchronization settings.

Synchronization of User Records in Acumatica ERP with Exchange Mailboxes

Managing synchronization with Exchange Server includes the following basic tasks, described in this topic:

Record Synchronization in Acumatica ERP

After you have set up integration with the Exchange server, synchronization of all relevant records is performed automatically in accordance with the configured schedule and applied policies.

To Add a Synchronization Policy

You use synchronization policies to specify the settings for synchronization between user accounts in Acumatica ERP and their mailboxes. You add, delete, and manage synchronization policies by using the Exchange Integration Policies (SM204010) form.

To Set Up a Connection with an Exchange Server

To set up a connection with an Exchange server, you add an account for the Exchange Server instance to your Acumatica ERP instance by using the Exchange Integration Configuration (SM204015) form.

To Configure Synchronization for the Employee Accounts

You associate the employee account with the Exchange Server account to be used for synchronization by using the Exchange Integration Configuration (SM204015) form. The synchronization settings are defined by the synchronization policy you assign to the employee account.

To Set Up Synchronization with Exchange Server

When setting up synchronization with Exchange Server, first you specify the synchronization settings, as described in To Configure Synchronization for the Employee Accounts. Then you synchronize accounts manually on the Exchange Synchronization Process (SM204030) form to check the configuration.

To Set Up Automatic Synchronization with Exchange Server

To set up automatic synchronization with Exchange Server, you use the Exchange Synchronization Process (SM204030) form to select the employee accounts for synchronization, and then you use the Automation Schedules (SM205020) form to specify the schedule you want to use for automatic synchronization. For more information about automation schedules, see Automated Processing: General Information.

Synchronizing Acumatica ERP with Microsoft Exchange Server

In Acumatica ERP, you can synchronize contacts, emails, tasks, and events between your users&rsquo; Exchange Server and Acumatica ERP accounts. {br}

In this chapter, you will find information on configuring and managing synchronization between Acumatica ERP and Microsoft Exchange Server.
==In This Chapter{nestedtopics}==
*[HelpRoot_Integration\EM__con_Exchange_Integration_Overview|Integration with Exchange Server]
*:Microsoft Exchange Server is one of the most popular email-based collaborative communication servers for businesses. By integrating Acumatica ERP with Exchange Server, you can seamlessly and transparently synchronize contacts, tasks, appointments, and emails across platforms.
*[HelpRoot_Integration\EM__con_Synch_Policies|Synchronization Policies]
*:Synchronization policies define the settings for synchronization between your Exchange Server and Acumatica ERP instances, such as the record types to be synchronized, the synchronization direction, and the way the synchronized records will be marked.
*[HelpRoot_Integration\EM__con_Exchange_Server_account|Configuration of Synchronization with Exchange Server ]
*:Acumatica ERP uses delegate access to connect to an Exchange server. For each delegate mailbox on your Exchange server, you create an account in your Acumatica ERP instance on the [HelpRoot_FormReference\SM_20_40_15|Exchange Integration Configuration] ([~/?ScreenId=SM204015|SM204015]) form and specify the connection and synchronization settings.
*[HelpRoot_Integration\EM__con_Synch_for_Users|Synchronization of User Records in Acumatica ERP with Exchange Mailboxes]
*:Managing synchronization with Exchange Server includes the following basic tasks, described in this topic:
*[HelpRoot_Integration\EM__con_Sync_Records|Record Synchronization in Acumatica ERP]
*:After you have set up integration with the Exchange server, synchronization of all relevant records is performed automatically in accordance with the configured schedule and applied policies.
*[HelpRoot_Integration\EM__how_Policy_Add|To Add a Synchronization Policy]
*:You use synchronization policies to specify the settings for synchronization between user accounts in Acumatica ERP and their mailboxes. You add, delete, and manage synchronization policies by using the [HelpRoot_FormReference\SM_20_40_10|Exchange Integration Policies] ([~/?ScreenId=SM204010|SM204010]) form.
*[HelpRoot_Integration\EM__how_Add_Server|To Set Up a Connection with an Exchange Server]
*:To set up a connection with an Exchange server, you add an account for the Exchange Server instance to your Acumatica ERP instance by using the [HelpRoot_FormReference\SM_20_40_15|Exchange Integration Configuration] ([~/?ScreenId=SM204015|SM204015]) form.
*[HelpRoot_Integration\EM__how_Set_up_employee|To Configure Synchronization for the Employee Accounts]
*:You associate the employee account with the Exchange Server account to be used for synchronization by using the [HelpRoot_FormReference\SM_20_40_15|Exchange Integration Configuration] ([~/?ScreenId=SM204015|SM204015]) form. The synchronization settings are defined by the synchronization policy you assign to the employee account.
*[HelpRoot_Integration\EM__how_Set_up_Synch|To Set Up Synchronization with Exchange Server]
*:When setting up synchronization with Exchange Server, first you specify the synchronization settings, as described in [HelpRoot_Integration\EM__how_Set_up_employee|To Configure Synchronization for the Employee Accounts]. Then you synchronize accounts manually on the [HelpRoot_FormReference\SM_20_40_30|Exchange Synchronization Process] ([~/?ScreenId=SM204030|SM204030]) form to check the configuration.
*[HelpRoot_Integration\EM__how_Schedule_synch|To Set Up Automatic Synchronization with Exchange Server]
*:To set up automatic synchronization with Exchange Server, you use the [HelpRoot_FormReference\SM_20_40_30|Exchange Synchronization Process] ([~/?ScreenId=SM204030|SM204030]) form to select the employee accounts for synchronization, and then you use the [HelpRoot_FormReference\SM_20_50_20|Automation Schedules] ([~/?ScreenId=SM205020|SM205020]) form to specify the schedule you want to use for automatic synchronization. For more information about automation schedules, see [HelpRoot_Administration\SA_Scheduling_Automated_Processing_GeneralInfo|Automated Processing: General Information].