Steps to enable import of contacts and email messages

1. As a system administrator, create and configure an application in Azure Active Directory to obtain an OAuth 2.0 client ID and secret value. For details, see Getting OAuth 2.0 client ID and secret for Azure Active Directory.

   You will need to provide the OAuth 2.0 client ID and secret value to Sage CRM, so that users could authenticate against Azure Active Directory and connect to their Exchange Online accounts.

2. In Sage CRM, go to | Administration | Email and Documents | OAuth 2.0 Settings for Importing Contacts and Emails, select Change, and enter the obtained client ID and secret value. Also see OAuth 2.0 settings for importing contacts and email messages.

3. Instruct Sage CRM users to connect to their Exchange Online account as follows:

   1. Go to | Preferences.

   2. Do one of the following:

      • If you are connecting to your email account for the first time, select Connect to Email Account. This button is available only if your system administrator has set up the import of contacts and email messages from Exchange Online.
      • If you are already connected to an email account and would like to switch to a different account, select Switch Email Account.

   3. When prompted, enter the user name and password for the Exchange Online account from which to import data.

When their Exchange Online account is connected, the users can import data into Sage CRM:

• To import and file email messages, open a Company, Person, or Opportunity record, and select Import Emails.

• To import contacts, go to the Contacts tab, and select Import Contacts.