In this article
Objective
Integrate Microsoft Exchange® with Coconut to provide staff members with the ability to sync and view appointments in either application.
Connect Microsoft Exchange® using Basic Auth/NTLM if your organization is running a Microsoft Exchange® server on-prem or a version of Microsoft Exchange® other than Office365 (Exchange Online). Connecting using Basic Auth/NTLM results in a username/password being used on behalf of the service account for login purposes (as opposed to a token).
NOTE: Exchange integration is an optional add-on. Please connect with your Customer Success Manager to get started.
Before you begin
The following are required before you begin:
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A Microsoft Exchange® service account, already configured in Exchange with the following requirements:
Permission to Read, Create, Respond, Update, and Remove calendar events for all staff members using the integration (author-level permissions)
Account has a license applied to it (this allocates a mailbox to the service account)
Account is excluded from network access time restrictions
For more information, please refer to Microsoft support materials.
Steps
From the navigation menu, click Settings
From Integrations & API, click Microsoft Exchange
From the Configuration tab, select Basic/NTLM authentication type
Enter the Exchange service account’s User Principal Name (UPN) in the Username field
Enter the Exchange service account’s UPN password in the Password field
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Select the version of Exchange your organization is currently using from the Exchange Version dropdown
NOTE: If you are using Microsoft Exchange 2019, please select Microsoft Exchange 2016
NOTE: If you are receiving cumulative updates to your Exchange server, select the most recent version for your year
Confirm the Exchange Server Address auto-populated with the correct value for your organization
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Enter a Display Name
NOTE: This is used to populate the version column title on the User Accounts tab
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If the Microsoft Exchange service account is configured with impersonation permissions, toggle on Configure Service Account for Impersonation
NOTE: For more information on impersonation and Microsoft Exchange, please refer to this article. For more information on configuring impersonation, please refer to this article.
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Toggle on Display Microsoft Exchange event title to have the title of a calendar event in Microsoft display within Coconut
NOTE: Titles for private appointments/events will not display regardless of whether this field is toggled on or off
Click Authorize
A Microsoft Exchange® integration connected using Basic/NTLM authentication
The integration is configured and will begin syncing, creating all existing events/appointments in both Microsoft and Coconut calendars for all staff members who are set up to take appointments in Coconut.
A note on access and visibility
Admin users can access Settings and configure the Microsoft Exchange® integration.