Microsoft Exchange

Last synced 2 months ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Access business email, calendar, and contacts on your PC, phone, and web browser with Exchange Online, hosted email that’s easy to use and easy to manage. Maintain control over your environment while gaining the advantage of hosting your email on Microsoft servers. Exchange Online helps protect your information with advanced capabilities. Anti-malware and anti-spam filtering protect mailboxes.

Below you'll find detailed information, specifically for Microsoft Exchange integrations:

Supported Microsoft Exchange Integrations

Authorizing Microsoft Exchange

To authorise, simply follow the steps as described below and make sure you meet the requirements to be able to sync. When you click 'next', a pop-up window appears asking you to log in and allow access.

The Exchange connector can be used to connect to:

  1. Exchange Online
  2. Exchange on-premise as long as the hybrid deployment requirements are met. We can't connect to a fully on-premise Exchange (isolated from everything) 
    Be sure to meet all hybrid deployment requirements mentioned in this article. More general information about hybrid deployments can be found here

    For Microsoft Exchange, we need authorization per FOLDER. This means you need to set up a new connection for each FOLDER you want to keep in sync. You can choose from all your existing FOLDERS in the authorization step after entering your login details.

    Make sure the correct permissions are enabled in your Microsoft Exchange account:

    1. offline_access
    2. openID
    3. User.Read
    4. Contacts.ReadWrite
    A detailed explanation of these permissions can be found here.

    If you already authorized Microsoft Exchange account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

    [IF] Supported Conditions/Filters

    • In Category
    • Already existing in the app you sync with
    • Field values

    [THEN] Supported Actions

    • Add to Category
    • Remove from Category
    • Updating field values

    Default Field Mapping

    Depending on the other app you're syncing with, you'll see a number of standard Microsoft Exchange fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

    PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

    Customizable Field Mapping

    For now, we don't support Microsoft Exchange customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

    Notice the direction of the arrow between the 'Birthday' mapping is pointed in one direction. Why is that?

    Additional Options

    Syncing Deletions

    Currently, there are no Microsoft Exchange integrations on the PieSync platform that support our deletions sync.

    Syncing Unsubscribes

    Currently, there are no Microsoft Exchange integrations on the PieSync platform that support our unsubscribes sync.

    The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
    Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line -  Don't forget to read our blog for the latest in productivity, apps, and technology!

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