Download Exchange Data

With Exchange server integration, you can download changes to contact records and calendar items created by the contact and calendar item synchronization processes. You can also download email messages for the contacts you create. After you download data from Outlook, you can update the corresponding information in the program. To download changes, the system administrator configures the download Exchange data process. On the Download Exchange Data page, you can manage batch options and other settings to download contact record changes, calendar item changes, and email messages.

From Administration, select Exchange integration. The Exchange integration page appears. On this page, select Download Exchange data. The Download Exchange Data page appears.

This page displays whether the download process excludes auto-reply email messages and email messages marked as personal, private, and confidential. To make sure the latest information displays on the page, select Refresh.