Connect to Exchange

Not ready to connect? Learn more about Accelo's Microsoft Integration



 

Connect your Microsoft Exchange with your Accelo account to automatically track and share client emails and attachments with your team without changing how you use email, while maintaining full control over your privacy.

NOTE: The integration supports the following versions of Exchange:

  • Exchange Server 2003
  • Exchange Server 2007
  • Exchange Server 2010
  • Exchange Server 2013
  • Exchange Server 2016
  • Exchange Server 2019

Using this Guide, you can:

Connect Microsoft Exchange to Accelo

To connect your Exchange account to sync email, meetings, contacts and tasks, you'll need access to your Office 365 (Exchange Online) environment or your settings inside Outlook.

To connect Microsoft Exchange to your Accelo account:

  1. Click your User Profile Icon  and select Integrations option.

    accelo.integrations option

  2. Select Microsoft Exchange, then click the Connect your deployment to Exchange button.

    Connect to Exchange 2

  3. Enter your Exchange details:

    Server: Enter your Exchange server's address. Read below to locate where you can find your server address.

    Username
    : This will be your email address unless otherwise specified by your administrator. 

    Password
    : The password you use to access your email / Exchange Online account.

    Click Reconnect.

    Reconnect to Exchange

  4. If you've successfully connected to Accelo, you'll see a green bar across the top of the Exchange integrations tab with the text a green bar with Connected.

  5. By default, most of the settings will be OFF. Continue through this help section read about most of these options.

To locate your server if you're using Office 365:

  1. Find your server address by logging in to your Office 365 account and accessing Outlook.

  2. Click the gear icon in the top right corner of the screen, then select the Mail option.

    Mail 123

  3. On the following screen, click on the POP and IMAP option under the Accounts section.

    Mail 234

  4. Clicking this option will show your POP and IMAP settings. Here, you will see the Server name that should be entered into the field on the Accelo integrations page. 

    POP setting 456

 

To locate this server if you're using Outlook:

  1. Click the Settings gear > Manage accounts.

  2. Select your email address from the list and click the Change mailbox sync settings option.

  3. On the following screen, click Advanced mailbox settings.
  4. Copy the Server Name from the Microsoft Exchange Server field.  
    Note - If you do not have a POP3 account and do not see the server information on your Change E-mail Account page, you may need to click More Settings > Connection > Change Proxy Settings where you will find your Server Details.

Now that you've gotten your Exchange account connected, you'll want to set up email capture and a couple of email routing rules.

Understand what information syncs between Accelo and Exchange


Email

Accelo Field

Exchange Field

Email Subject

Subject

Email Body

Body

Attachments

Attachments

Email "TO" Recipients

“TO” Recipients

Email "CC" Recipients

“CC” Recipients

Email "BCC" Recipients

“BCC” Recipients

 

Calendar Events

Accelo Field

Exchange Field

Meeting Subject

Title

Meeting Body

Description

Start Date & Time

Start Date & Time

End Date & Time

End Date & Time

Location

Location

Attendee Email Addresses

Guests


Contacts

Accelo Field

Exchange Field

First Name

First Name

Last Name

Last Name

Company Name

Company 

Position

Job Title

Mobile (Phone #)

Mobile

Fax

Business fax

Email

Email

Address Street 1

Street

Address Street 2

Street

Address City

City

Address State

State/Province

Address Zipcode

Zip/Postal code

Address Country

Country/Region

Address Title (Has to be Home, Business or Other)

Home/Business/Other


Tasks

Accelo Field

Exchange Field

Task Title

Title

Task Description

Description

Planned Start Date

Start Date

Due Date

Due Date

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