- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Mail Shots
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Workbooks Exchange Server Sync
Workbooks can now communicate directly with Microsoft's Exchange Server. This allows the synchronisation of information between Workbooks and our customer's Exchange servers. This is an alternative to the Workbooks Outlook Connector, allowing compatibility with all of the Exchange clients.
You must be running Exchange server 2010, Service Pack 2 or newer to use this service.
Exchange server 2007 and 2010 pre-SP2 do not offer this functionality and are not compatible.
The Exchange Server Sync is compatible with Office365.
Your Exchange Server must have the IMAP tagging functionality as this is used to categorise Emails, Contacts and Meetings that in turn is used to identify objects for syncing.
The differences between Workbooks Outlook Connector and Workbooks Exchange Server Sync
The biggest difference between the functionality of the Workbooks Exchange Server Sync (WESS) functionality and the Workbooks Outlook Connector (WOC) is the ability for Workbooks to connect directly to Exchange servers. Where the WOC can only connect to Outlook running on a Microsoft Windows desktop, the WESS can connect to all clients, including: Outlook users (including those on Citrix), Mac users, Outlook Web Access users and mobile device users (such as android, iPhone or iPad).
The above diagram shows how the WOC works. Workbooks talks to the Microsoft Exchange servers through Outlook, this functionality becomes available by downloading and installing the WOC which is a plugin. For this reason, Outlook must be open and you must be logged in for the synchronisation to take place.
This synchronisation can be run at any time by the user and set to automatically run at specific time intervals. Because the WOC is a plugin, there is a User Interface (UI). This allows for configuration and conflict resolution.
The way in which Workbooks communicates with the Microsoft Exchange servers (and individual programs) through the WESS is shown above. Outlook clients obtain their information from the Microsoft Exchange servers, Workbooks talks directly to these servers via the WESS and so Workbooks can effectively talk to all of the Exchange clients.
A plugin, therefore, is not needed for any of the individual programs. This means that there is no UI on the Exchange client side (however, a web-based UI is planned for the future to help with conflict resolution). As the synchronisation runs between servers it doesn't matter which programs are open or closed, all Exchange clients will receive the data. This is particularly useful for mobile users.