Set up synchronization between SuperOffice CRM and Microsoft Exchange

Owned by Thomas Speekenbrink
Last updated: Jul 11, 2023 by Remco Visser

Overview

In this How to article we are describing how to set up synchronization between SuperOffice CRM and Exchange.

If you want to see a detailed overview of how to create a profile in Synchronizer please see this chapter.

Intended Audience

This article is intended for persons who are administrator for Synchronizer.

Prerequisites

The following prerequisites are required before you follow the steps below.

  1. A (demo) subscription of Synchronizer. Subscriptions are handled by SuperOffice, please contact your SuperOffice contact or partner. To sign up, follow this URL: Synchronizer registration
  2. A SuperOffice CRM login name with administrator rights
  3. An Exchange account
    Microsoft Exchange 2013
    Microsoft Exchange 2016
    Microsoft Exchange 2019

Configure Synchronizer

  1. Log into Synchronizer
  2. Create a profile. Click Manage > New Profile > Next
    Note: A Sync Profile is a collection of settings and linked users who use the same email system. Usually, a company has 1 email system, and in such cases also one profile is needed. If a company has multiple email systems, like Microsoft 365 and a handful of Google Workspace users, then the company would need two profiles.
  3. Name your new profile. 
  4. Select the CRM system and Microsoft Exchange
  5. Connect to SuperOffice
    Log in with your SuperOffice Credentials

  6. Fill in your Microsoft Exchange details

    • User name: The user name of your Exchange account. This is the user name you use to login into your Outlook Webmail. In some cases (like with hosted Exchange) this can be your email address.
    • Domain: The domain name of your Microsoft Exchange account. Leave blank if your user name is your email address.
    • E-mail address: The email address of your Microsoft Exchange account
    • Password: The password of your Microsoft Exchange account

    Not sure about your user name and domain, see this article on how to quickly find both.

  7. Click Next to continue the wizard
  8. Set the preferences for SuperOffice and Microsoft Exchange
  9. Click Next to continue the wizard
  10. Configure Time Zones and advanced settings
  11. Click Next to continue the wizard
  12. Link users
  13. Click Next to continue the wizard
  14. Start Synchronizing

Video

Extending the idea

This how-to article describes how to setup Synchronizer between SuperOffice and Microsoft Exchange. Synchronizer can also run against Microsoft 365 and Google.
Set up synchronization between SuperOffice CRM and Microsoft 365
Setup synchronization between SuperOffice CRM Online and Gmail / Google Workspace

Summary

You have learned to set up synchronization between SuperOffice CRM and Microsoft Exchange