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Importing bulk Emails

External Posted: 2014-06-10 17:00

Dear Workbooks,

Is it possible to import bulk emails stored in Microsoft Exchange or Dynamics into Workbooks CRM?

 

David Anderson (Anderson IT Management)

Workbooks Support Posted: Wed, 11.06.2014 - 10:34

Hi David

Unfortunately it isn't possible to import emails into Workbooks. However, there are a few options available to you.

You mentioned that emails are stored in Microsoft Exchange. If this is the case, you can use either the Workbooks Dropbox or Workbooks Outlook Connector to synchronise these emails with Workbooks. Please note that there are limitations with regards to these methods and will involve some manual steps. If you wanted to find out more, please contact support@workbooks.com detailing your preferred approach.

Alternatively, if you can export your emails into a CSV file, you can use the Workbooks Import tool to import these as either Notes or Activities. NOTE: These won't actually be stored as emails within Workbooks and may require some configuration to setup.

If you require further information please do let us know.

Workbooks Support