Steps to enable import of contacts and email messages

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

2. In Sage CRM, go to | Administration | Email and Documents | OAuth 2.0 Settings for Importing Contacts and Emails, select Change, and enter the client ID and secret value you obtained in step 1. Also see OAuth 2.0 settings for importing contacts and email messages.

   This enables the import of contacts and emails and allows the users to authenticate against Entra ID and connect to their organizational Exchange Online accounts.

3. To enable email import for a custom entity, activate read-only SData external access:

   1. Go to | Administration | Customization | <custom entity name>.

   2. On the External Access tab, select Change and set Read-only SData to Yes.

   3. Select Save.

4. If necessary, enable email import for custom entities created with a pre-2023 R1 version of Sage CRM. For details, see Enabling pre-2023 R1 custom entity for email import.

   You do not need to complete this step for custom entities created with Sage CRM 2023 R1 and later.

5. Enable write access to the comm_caseid field of Communication. This is required so that users and info managers could view the Case into which an email is imported.

   1. Go to | Administration | Customization | Communication.

   2. In the Field Name column, locate comm_caseid.

   3. In the row where comm_caseid is located, select the edit button () in the Field Security column.

   4. In the Write Access column, select Allow, and select Continue.

6. Set the maximum file size for each attachment that can be imported together with emails. Attachments exceeding this maximum file size are not imported.

   1. Go to | Administration | Email and Documents | Documents & Reports Configuration.

   2. Set the maximum file size in the File size limitation (MB) option. For details, see Document and report settings.

7. Instruct the Sage CRM users to connect to their organizational Exchange Online account as follows. Note that users cannot connect to personal Microsoft accounts.

   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 enabled the import of contacts and email messages.
      • 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 organizational Exchange Online account from which to import data.

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

• To import and file email messages, open a record and select Import Emails.

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