Importing email messages

You can import email messages from your organizational Exchange Online account into the following entities:

• Case

• Company

• Opportunity

• Person

• Any custom entity that has communications

Before completing the steps below, make sure that you have connected to your organizational Exchange Online account as described in Connecting to your Exchange Online account.

1. In Sage CRM, open the record into which you want to import email messages from your Exchange Online account.
2. Select Import Emails.
3. Under Email folder, select the folder that stores the email messages you want to import.

   This opens a list of the messages that reside in the selected folder of your connected Exchange Online account.

   By default, the list displays all messages residing in the folder, including those you have imported into Sage CRM earlier. To hide the messages that have already been imported, select Hide imported emails.

   The Filed Against column uses the following formats to show the record against which the email has been filed. The column shows the parent Person and Company only if the record has them.

   Entity	Format used in Filed Against column
   Case	Case reference (parent Person name; parent Company name)
   Company	Company name
   Custom entity	Custom entity name (parent Person name; parent Company name)* The asterisk indicates that this is a custom entity record.
   Opportunity	Opportunity description (parent Person name; parent Company name)
   Person	Person name (parent Company name)

4. Select the checkboxes beside the messages you want to import.
5. Configure the following:
   • Communication status. Select the status you want to assign to the email messages in Sage CRM.
   • Communication action. Select the action you want to assign to the email messages in Sage CRM.
   • Use email date. Select this check box if you want to mark the email messages with their original sent date (if the messages are outgoing) or received date (if the messages are incoming). When you clear this checkbox, the messages are marked with the current date.
6. Select Import Emails.

As a result, the emails are imported into Sage CRM together with their attachments and filed as communications against the selected record. You can view them on the Communications tab of the record.