In this article
Objective
Integrate Microsoft® Exchange with Coconut to provide staff members with the ability to sync and view appointments in either application.
Manually sync users to determine on an individual basis who in your organization will use the Microsoft® Exchange integration.
NOTE: Exchange integration is an optional add-on. Please connect with your Customer Success Manager to get started.
Steps
To configure the ability to manually sync users:
From the navigation menu, click Settings
From Integrations & API, click Microsoft Exchange
From General Settings, toggle Manual User Syncing to on
Toggle Manual User Syncing to on in order to be able to manually sync users in your Exchange integration
To manually sync a user:
From the navigation menu, click Settings
From Integrations & API, click Microsoft Exchange
Click Users to be directed to the users tab
Navigate to the desired user
From the Enabled column, toggle on/off whether the integration is enabled or disabled for the desired user
Repeat for each user, as needed
Toggle the Enabled column setting to on to manually sync a user
A note on access and visibility
Admin users can access Settings and configure the Microsoft® Exchange integration.