Exchange Connector enables you to automatically sync Leads, Contacts, Organizations, Tasks, and calendar Events between Exchange client (like Outlook web app) and Vtiger CRM.
To know more about the Microsoft Exchange + Vtiger CRM features and benefits, click here.
To check the pricing of the Exchange Connector, click here.
You must understand Powershell and Exchange Server administration before you install Exchange connectors.
Here are some terminologies that you must understand before installing the Exchange connector:
Exchange Connector has a lot of benefits over the Vtiger Outlook plugin. Having Exchange installed on your servers, you need not install Outlook on individual client machines.
With the drag and drop feature, you can select and drag records in the desired folders. It also supports duplicate checks to eliminate redundant data. You can install Exchange Connector on your server to stay connected and updated.
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Exchange Connector is also available in the Help Desk Starter and Help Desk Professional editions.
To ensure the smooth working of the Exchange connector on your system, you must install two different components:
Before installing Exchange Connector, verify that the following software prerequisites are satisfied:
The installation process is different for Vtiger CRM cloud users and Vtiger CRM open-source users. Read on...
Vtiger CRM cloud users must contact the Vtiger support team to get the Vtiger component installed. This can be completed within 24 hours upon request.
After installing the Vtiger component, a new extension called Exchange Connector is installed in your account.
Follow these steps to install the extension:
Open-source users need to follow these steps to install the Vtiger component:
After this, a new module called Exchange connector is installed in your CRM account. You can locate it in Settings > Integration.
Vtiger CRM cloud users and open-source users must install an IIS application, which acts as a middleware between Vtiger CRM and Exchange server. Click to download the Exchange server for 2010 and 2013.
To install this application, you must have the following privileges:
For instance, New-ManagementRoleAssignment -Name:exchange_connector -Role:ApplicationImpersonation -User:Administrator
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Follow these steps to install the Exchange server component:
The Exchange component is successfully installed.
To fetch the information from Vtiger CRM to Exchange, we have provided an executable file called vtigerCron.exe. This executable file should be executed very often to synchronize data between Vtiger and Exchange. To achieve this, you’ll need to create a task in Windows Task Scheduler.
Follow these steps to set up cron:
Once done, the task is displayed along with a list of other tasks.
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After successfully installing Exchange Connector, your Exchange Server users will be available for mapping. By mapping users between Exchange Server and Vtiger CRM, your data is synced on both ends automatically.
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Follow these steps to map users:
Vtiger CRM gives you the ability to sync your contacts, calendar events, and tasks and supports attaching emails to Leads, Contacts, and Organizations.
After successfully installing the Exchange Connector, different folders are created on your Exchange email client, for example, Outlook web app - Outlook. These folders are responsible for managing the synchronization process.
You are used to managing all your Contacts, Leads, and Organizations in Vtiger CRM. You also organize emails on your Exchange email client. These are not two different platforms anymore. Exchange Connector brings together the best of two worlds.
All you have to do is select an email from your Outlook web app and drag it to these folders: VContacts, VLeads, or VAccounts. The Exchange Connector will now search for records in Vtiger CRM based on email ID and attach that email if a record is found. If a record is not found, a new record is created in Vtiger CRM, and an email is attached to it. Attaching emails support only one-way sync.
Contacts that are created, updated, deleted in the VContacts folder will be automatically updated in Vtiger CRM. On the other hand, the operations you perform on contact records assigned to you in Vtiger CRM are also updated in VContacts folder. VContacts support two-way sync.
Changes done on your Exchange client are updated instantly. However, the changes done in Vtiger CRM might take some time to affect your Exchange client — it depends on the cron frequency set by your administrator.
Events like Call, Meeting, or any other custom event type other than Tasks in Vtiger CRM will be created under the VEvents folder. Events that are scheduled, modified, and deleted are automatically updated in Vtiger CRM and vice-versa. VEvents support two-way sync.
All tasks that are scheduled, modified, and deleted are automatically updated in Vtiger CRM and vice-versa.
Having issues with the Exchange Connector? All you have to do is run the Monitor.exe file shipped along with the Exchange Connector package.
Here is the path to locating the Monitor.exe file:
As a result, a log file in text format is generated.
You must forward the file to [email protected]. This will help us in figuring out what went wrong.
Here is the path to locate the log file:
The folders - VContacts, VLeads, VAccounts, VEvents, VTask, are responsible for the synchronization process. If any of these folders stop responding, that means Exchange Server has lost track. You must subscribe to the folders again to start tracking changes. To achieve this, you must enable the Monitor Folders checkbox. You will find this option after running the Monitor.exe file.