In this article

• Objective

• Before you begin

• Steps

  • Hot Tip!

  • Another Hot Tip!

• A note on access and visibility

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 OAuth if your organization is using Office365. Connecting using OAuth authentication results in a token being passed on behalf of the service account to Coconut for login purposes (as opposed to username/password).

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:

• 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.

In addition, before connecting a new service account using OAuth authentication:

1. Ensure you're using your browser’s incognito mode, login to Coconut using an account with admin permissions.

   • NOTE: If you need to access Coconut using SSO, create an Admin user in Coconut for the Service Account and login & complete these changes using that user instead

Steps

1. From the navigation menu, click Settings

2. From Integrations & API, click Microsoft Exchange

3. From the Configuration tab, select OAuth authentication type

4. Enter your organization’s Tenant ID

   • NOTE: Your Tenant ID is available by accessing your Azure portal. For more information, visit Microsoft’s support materials.

5. Confirm the Exchange Version and Exchange Service Address fields auto-populated with the correct values for your organization

6. Enter a Display Name

   • NOTE: This is used to populate the version column title on the User Accounts tab

7. 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.

8. 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

9. Click Authorize

A Microsoft Exchange® integration connected using OAuth 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.

Hot Tip!

Once you have completed the steps and clicked Authorize, you will be redirected to Microsoft, where you will need to sign back in using your service account credentials. If you are not redirected, this indicates that you may not have been signed out of Microsoft when completing the authentication setup process. Review the details on incognito mode in Before you begin to troubleshoot this issue.

Another Hot Tip!

If this is the first time your organization is configuring Exchange using SSO, at the end of the setup, you will be prompted to grant access to the account used to set up the integration. The account’s email address will display in this prompt. If it is not the service account’s email address, the integration has been connected using the incorrect account.

A note on access and visibility

Admin users can access Settings and configure the Microsoft Exchange® integration.