Importing contacts and email messages from Exchange Online

System administrators can configure Sage CRM to allow users to connect to their organizational Exchange Online account and import data into Sage CRM.

With this feature, Sage CRM users can: 

• Import email messages from the connected organizational Exchange Online account and file them against Company, Person, Opportunity, Case, or any custom entity that has communications.

  To enable the import of email messages for custom entities created with a pre-2023 R1 version of Sage CRM, you need to complete additional steps in Enabling pre-2023 R1 custom entity for email import.

• Import contacts from the connected organizational Exchange Online account and store them in Sage CRM as Person or Lead records. If the company associated with the contact exists in Sage CRM, the contact is imported as a Person record. Otherwise, the contact is imported as a Lead record.

This feature replaces the Classic and Lite Outlook Integration. Enabling this feature automatically disables the Classic or Lite Outlook Integration if it is enabled in Sage CRM.

See also:

• Steps to enable import of contacts and email messages

• Enabling pre-2023 R1 custom entity for email import

• OAuth 2.0 settings for importing contacts and email messages