In this article
Objective
Integrate Microsoft Exchange® with Coconut to provide staff members with the ability to sync and view appointments in either application.
Disable your Microsoft Exchange integration during Exchange maintenance to minimize the potential for sync disruption.
NOTE: When the integration is disabled, no syncing takes place. Any synced data that existed prior to disabling the integration will persist in both Microsoft and Coconut calendars.
NOTE: Exchange integration is an optional add-on. Please connect with your Customer Success Manager to get started.
Steps
Disable the integration
From the navigation menu, click Settings
From Integrations & API, click Microsoft Exchange
From the Configuration tab, toggle off Calendar Integration is enabled
The integration is disabled and a notification appears indicating that syncing activity is paused.
Re-enable the integration
From the navigation menu, click Settings
From Integrations & API, click Microsoft Exchange
From the Configuration tab, toggle on Calendar Integration is disabled
The integration is re-enabled. Syncing of calendar events between Microsoft and Coconut calendars will resume.
A note on access and visibility
Admin users can access Settings and configure the Microsoft Exchange® integration.