FAQs in this section
What is an Exchange Connector?
How does an Exchange Connector work?
Why should I use Exchange Connector?
What are the benefits of Exchange connector over Vtiger Outlook plugin?
What happens when I configure the Exchange Connector?
Is Exchange Connector available in the Sales Starter edition?
How can I install Exchange Connector?
Are there any prerequisites to install Exchange Connector?
I am a Vtiger CRM cloud user. How can I install the Vtiger component in Exchange Connector?
I am a Vtiger CRM open-source user. How can I install the Vtiger component in Exchange Connector?
How can I fetch the information from Vtiger to Exchange?
How can I set up a cron for exchange in the task scheduler?
I am unable to see some records in Exchange Connector?
How can I map users in Exchange Connector?
How can I monitor the folders in Exchange Connector?
How can I fix the errors in Exchange Connector?
How can I sync Vtiger data to the Exchange Connector?
How can I sync emails in Exchange Connector?
How can I sync contacts in Exchange Connector?
How can I sync events in Exchange Connector?
How can I sync tasks in Exchange Connector?
How can I install the Exchange server component in Exchange Connector?
Table of Contents
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:
Follow these steps to install the Exchange server component:
To know more about Exchange Connector, click here.
To install this application, you must have the following privileges:
- Administrator credentials that have permissions to Read/Write access on the IIS server.
- Impersonation role for the administrator. This can be done by running the following command on Exchange Management Shell: New-ManagementRoleAssignment -Name:”ROLENAME” -Role:ApplicationImpersonation -User:”USER_NAME”
Note: This version of the connector assumes that the default HTTP port is 80 and HTTPS port is 443. |
Follow these steps to install the Exchange server component:
- Contact the Vtiger support team to get the Vtiger Exchange server component file in zip format.
- Extract the zip file.
- Double-click the setup.exe file.
- Click Next in the Vtiger Exchange Connector Setup dialog box.
- Click Browse.
- Select the path where the Exchange connector will be installed.
- Click Next.
- Read the license agreement.
- Click the checkbox to accept the license.
- Click Next.
- Click Browse.
- Select the installation path.
- Click Next.
- Enter the License Key provided to you.
- Click Next.
- Provide your Vtiger CRM URL, Username, and Access Key. You can get Username and Access Key from your My Preferences page.
- Click Next.
- Provide your Active Directory information.
- Click Next.
- Click Finish.
To know more about Exchange Connector, click here.
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