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Integrations Configuration for Organization

This section contains integration options available in the system configuration for the organization.

Here you can enable and setup the integration between your organization’s Oro application and the following systems:

To change the default integration settings for organization:

  1. Navigate to System > User Management > Organization in the main menu.

  2. For the necessary organization, click the More Options menu at the end of the row, and then click the Configure icon to start editing the configuration.

  3. Select System Configuration > Integrations in the menu to the left and select the necessary option group from the list that unfolds.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

Google Settings

Google Hangouts

Option Description
Enable For Emails Check the box to enable Google Hangouts for emails.
Enable For Phones Check the box to enable Google Hangouts for phones.

By default, Enable For Emails and Enable For Phones are enabled.

MS Exchange Settings

MS Exchange configuration for organization is similar to the global MS Exchange configuration.

MS Outlook Settings

In the MS Outlook settings section, you can configure the following integration and synchronization settings:

Note

Integration between MS Outlook and your Oro application is available only for the Enterprise Edition of your Oro application. For more information about the synchronization with Outlook, see the Synchronization with Outlook guide.

Integration and synchronization settings options displayed in the ms outlook menu

Integration settings

Field Description
Sync Direction Select whether the data will be taken from OroCRM to Outlook, from Outlook to OroCRM or synchronization will occur in both directions.
Conflict Resolution Select whether OroCRM or Outlook has priority if the same piece of data has been changed in both systems.
CRM Sync Interval (In Seconds) Type how often changes on OroCRM side will be checked.
Outlook Sync Interval (In Seconds) Type how often changes on Outlook side will be checked.

Synchronization settings

Field Description
Contacts Select this check box to synchronize the contacts.
Tasks Select this check box to synchronize the tasks.
Calendar Events Select this check box to synchronize the calendar events.
Browse maintained versions:3.01.122.02.32.6

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