Sync activities with Microsoft Exchange / Outlook
Activities you create in Nutshell can be automatically synchronized to Microsoft Exchange (and all associated Outlook clients). If you add teammates to an activity, the activity will also be added to their calendars.
We use the latest Microsoft-endorsed API for these communications, Exchange Web Services (EWS). The procedure and requirements for using Nutshell with Exchange depends on whether you have your own in-house Exchange server, are subscribed to Office 365, or use some other hosted Exchange service. See the section below that corresponds to your Exchange setup.
Microsoft Office 365
Follow the steps below to connect Office 365 with Nutshell:
First, create a new user (or choose an existing user) for Nutshell to use when it communicates with Office 365. If you are using Office 365 for professionals and small businesses, this user must have administrator permissions. If you use Office 365 for enterprises, administrator permissions are not necessary, and we recommend choosing a user without them.
Access the Outlook Control Panel by going to the Office 365 homepage and clicking the Options link under Outlook.
If you use Office 365 for enterprises, you must give the user you chose in step #1 impersonation privileges. This can be done by clicking the Manage your organization link on the Outlook Control Panel and going to the Roles & Auditing tab. Next, click the New button under Administrator Roles. Give the new role a name such as "Nutshell CRM" and leave the Write scope as "Default". You my leave the description blank. Under Roles, click Add, select ApplicationImpersonation and click OK. Under Members, click Add, select the user account you wish to link with Nutshell and choose Save. Note that it may take several minutes for this change to take place.
Find the name of the server that Nutshell should communicate with. Do this by clicking the Settings for POP, IMAP, and SMTP access link on the Outlook Control Panel and looking for the value next to the first Server name label.
Go to Nutshell and click on the Setup tab. Then, click on the Integrations link under the Third-party section. For the Hostname or IP field, enter the server name you found in step #4. For the Username and Password fields, use the credentials for the user you chose in the first step.
Click Save. If you receive a HTTP code 456 error after clicking Save, login to Office 365 with the user's credentials and try again.
In-House or Other Hosted Service
Here are the requirements for using Nutshell with your Exchange server:
- Microsoft Exchange 2007 or newer.
- Your administrator or hosting provider must create a user with permission to impersonate all Exchange users that are also users in Nutshell. If you are using a hosted service, contact your hosting provider for assistance. If you are an administrator, see Configuring Exchange Impersonation in Exchange 2007 (see here for Exchange 2010) for instructions.
- For Exchange 2010, your administrator or hosting provider must ensure all the users you wish to synchronize with Nutshell have access to EWS. The Set-CASMailbox cmdlet can be used to enable EWS for a user.
You can use Microsoft's testing tool to test your server -- choose the service account access test.
Once you've confirmed that your Exchange server has been properly configured, choose the Integrations option in Nutshell setup, and enter your server's information, including the credentials for the impersonation user.
If you have any additional questions for Nutshell please contact us and we'll be in touch!