Exchange Downloads

With Microsoft Exchange server integration Microsoft Exchange integration allows you to send constituent information from your database to Exchange to create contact records, calendar items, and to capture emails between your users and constituents., you can download email messages and changes to contact records and calendar items from Microsoft Outlook. To download this information, the system administrator configures the download Exchange data process; sets up batch options for emails, contacts, and calendar items; and designates an owner for each batch. When the process runs, it downloads data into batches. The batch owner reviews the information and decides whether to commit it to the database.

Note: You can download data and email messages only for contact records and calendar items in Outlook that you created with the contact synchronization and calendar item synchronization processes. For information about the contact synchronization process, see Exchange Contacts. For information about the calendar item synchronization process, refer toExchange Calendar Items.