In this article
Objective
Integrate Microsoft Exchange® with Coconut to provide staff members with the ability to sync and view appointments in either application.
Disconnect your integration when it is no longer required.
NOTE: When the integration is disconnected, all events/appointments will be removed from both Microsoft and Coconut calendars. There is no way to reverse this removal process once initiated.
NOTE: Exchange integration is an optional add-on. Please connect with your Customer Success Manager to get started.
Hot Tip!
Only disconnect your integration when it is no longer required. As an alternative to disconnecting, you can disable/re-enable the integration, resync users, or resync events.
For more information on disabling/re-enabling the integration, please refer to this article.
For more information on resyncing users, please refer to this article.
For more information on resyncing events, please refer to this article.
Steps
From the navigation menu, click Settings
From Integrations & API, click Microsoft Exchange
From the Configuration tab, click Disconnect
A confirmation displays; click Disconnect to proceed
The disconnect prompt that displays when Disconnect is clicked in the Microsoft Exchange® integration
The integration is disconnected. Disconnecting:
Removes all Microsoft Exchange calendar events/appointments from Coconut
Removes all Coconut calendar events/appointments from Microsoft Exchange
Remove Microsoft Exchange service account credentials from Coconut
A note on access and visibility
Admin users can access Settings and disconnect the Microsoft Exchange® integration.