Objective
This article will walk you through how to setup the new Microsoft Exchange integration connection using Graph API.
Step 1: Enter Microsoft Tenant ID
Enter your Microsoft tenant ID and click Continue
Step 2: Grant Permissions
Log in to your Microsoft Admin account with Global Administrator permissions and grant permissions to Coconut Software
Step 3: Wait for Migration
The migration process may take a few minutes to a few hours, depending on the number of accounts. The progress bar will display the percentage completed. You can close or navigate away from the page while the migration completes. Users will continue to enjoy Coconut and Exchange while the migration is in progress. When the user's account is synced they may notice a momentary duplication of events in Coconut while the Graph API and EWS API are both syncing. This will be resolved within a minute when the EWS integration is automatically removed
The migration can stay at 99% for longer than the prior progress - this is expected as the migration finishes syncing all users
Step 4: Confirm Migration Completion
Once the progress bar disappears, go to the Users tab in the Microsoft Exchange settings
Verify that all users have synced. If any are incomplete, click to re-sync them
Step 5: Test the Migration
For all testing ensure the user is assigned to a service and a location.
Note:
Once migration to Graph API has finished, synchronization of all users may take additional time depending on Microsoft Exchange traffic. In practice, this may mean delayed visibility of Exchange events in Coconut, and vice versa. When testing, take this note into account.
Check the User tab in the Coconut Exchange settings and if there are errors, resync the users with errors by clicking the resync icon in the row of the user
Choose a test user from the Coconut Exchange Users tab - it's easiest to choose your own user. Manually resync this user using the Resync button
Create an appointment in Outlook and check that it syncs correctly to Coconut
Create an appointment in Coconut and check that it syncs correctly to Outlook
Create a recurring event in either Coconut or Outlook and verify that all events in the series sync properly to the other calendar
For multi-staff appointments, ensure that appointments created in either Outlook or Coconut sync across all involved staff calendars
If appointments do not immediately appear, wait 15 minutes and check for the appointments again
Additional Resources
Please refer to the FAQ section of this article for more information.