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Customer Forum

Email synchronisation

Paul Posted: 2017-10-09 13:28

Hello

I'm currently evaluating Workbooks and would like to know which email integration would best suit my needs.

I have three business email accounts, 2 of which are Exchange accounts (Office 365) and 1 IMAP account.

Ideally, I would like to sychronise both incoming and outgoing mail with Workbooks.

Is this possible and how best is this achieved?

Many thanks

Paul

Neelum (Workbooks Online) Posted: Tue, 10.10.2017 - 14:04

Hi Paul,

Unfortunately, it is not possible for you to do this because you have a free account. For example, our paid customers have the ability to synchronise incoming and outgoing emails in Workbooks by using paid extensions i.e. Outlook Connector and Exchange Sync.

Any emails that you send from within Workbooks will stay in Workbook, however, any incoming email will not automatically be brought into Workbooks, it will be in your email client. 

You can use the Dropbox functionality, which allows you to sync emails. In order to do this you will need to set up rules within Outlook for incoming emails whereas with new emails you will need to ensure that the Dropbox email address is either in the Cc or the Bcc field (please refer to our Knowledge Base page on Setting up your Dropbox) Before setting this up, you will need to set up your email server so that you are able to use the email and Dropbox functionality. More details on how to set up your email server can be found on our Knowledge Base. When setting up the server, you will need to contact your IT department who will provide you with the details you need such as the host name or IP address of the server.  

Kind regards,

Neelum Akram

Paul Posted: Tue, 10.10.2017 - 18:03

Thank you - I realised that I would need a paid version, I just wanted to check that the functionality would suit my needs before signing up.