- Welcome to the Knowledge Base
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
- Logging In
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe 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
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Dropbox
- Workbooks Exchange Server Sync
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Reporting Explained
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Exporting Reports
- Advanced Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
Releases & Roadmap
- June 2021 Release
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Set up and configuration of the Workbooks Exchange Server Sync (WESS)
- Purchasing the Exchange Sync licence
- Activating the WESS module
- Allocating WESS licences
- Enabling Exchange Sync
- Instructions for IT
- User preferences
The WESS licence must be purchased as an add-on module per user – more information on the pricing of this can be found on our website here, or you can contact our sales team.
Once the licence has been purchased, the corresponding module must be enabled in Workbooks. Go to Start > Configuration > Users & Security> Licences and Modules and navigate to the Modules tab. Tick the checkbox next to ‘Exchange Sync’ and click Save & Close.
Allocate licences to the relevant Users by going to Start > Configuration > Users & Security > Users and ticking the checkbox next to Exchange Sync.
After allocating one of your WESS licences, a new section will appear named ‘Exchange Sync’. If the Exchange Synchronisation has not been enabled for this User yet, either by them or you, then you will be presented with the following message:
You can now enable synchronisation for this user. There are three ways you can do this:
- By ticking the ‘Enable Synchronisation’ checkbox from where you are in Configuration.
By the User themselves by going to Start > Preferences > Exchange Sync, and ticking the checkbox.
By going to the main Exchange Sync section in Start > Configuration > Email & Integration > Exchange Sync and selecting the User.
As a System Administrator you can select the database that the user will synchronise with and change their username and email address. This should not need to be changed often, if at all, as the ‘Exchange Email’ must be the Outlook email address they use.
Here is a summarised checklist of actions/information that are required of your IT Partner/Team in order to setup the WESS. Further details about the contents of this checklist can be found later on within this Knowledge Base page if required:
Exchange Server Details
You must obtain your Exchange Email Address, Exchange Mailbox, and Exchange Password. These will be used to autodiscover your Exchange server details. If the autodiscover does not work, you will need to obtain your Exchange Web Services URL. If you are running Office365 this is most likely to be: https://outlook.office365.com/EWS/Exchange.asmx.
Impersonation or Direct Authentication
You must decide if you will go via the Impersonation or Direct Authentication Route. We strongly recommend the use of Impersonation, as this simplifies set up of each User, and will prevent Users from having to re-authenticate with your Exchange Server if they change their Exchange Password.
If you choose to use Impersonation, the Impersonation user needs to be setup by your IT Team, and Users' mailboxes need to be setup to authenticate via the Impersonation User. You will need the Impersonation User Email and Password.
If using Direct Authentication, you will need the individual Users emails and passwords of each User that will be using the WESS (or you need to prepare each User to enter these themselves).
Configure your Exchange Server
If you are running on premise Exchange you will also need to whitelist the following IP address range(s) from any intervening firewalls, mentioned in the ‘Configuring your Exchange Server’ section of this guide:
Multi Factor Authentication
The WESS does not currently support multi factor authentication. If you have this configured, then anywhere where ‘Password’ is mentioned above, use a Microsoft generated ‘App Password’ instead.
Please configure your Exchange Server and any intervening firewalls to accept connections over HTTPS (TCP port 443) from these IP addresses:
- 184.108.40.206 (The sync service, wess.cloudapp.net)
- 220.127.116.11 through 18.104.22.168 (The provisioning system)
New (from January 2021)
- 22.214.171.124/30 (Primary, North Europe location - Ireland)
- 126.96.36.199/30 (Fallback, West Europe location - Netherlands)
Supported Exchange auth methods:
- Direct: username and password are required.
- Impersonation: username, impersonation-admin-mailbox and impersonation-admin-password are required.
NOTE: When using "Domain\Username" format please ensure to use a back-slash, as shown, a forward-slash will not be recognised and will result in a failure to communicate with the Exchange provider.
Method 1: Automatic detection
Workbooks has the capability of running an automatic detection of the EWS URL built in and is the default method of entering the EWSURL. When initially setting up the WESS simply add your main Users login credentials and Workbooks will automatically locate the EWSURL:
Go to Start > Configuration > Email & Integration > Exchange Sync and enter the Main Users Login details.
If successful, a new window will appear confirming the User’s details and the newly discovered EWSURL:
- Email - The email address used for autodiscovery.
- Password - The Exchange password for the User Mailbox, used to perform authentication on Exchange server.
- UserName - The User name used to perform authentication on the Exchange server. This is usually the same as the Mailbox email address, e.g. email@example.com, but for some Exchange servers it may be the domain\user format.
If the Automatic detection was successful then this means that the Exchange credentials entered were valid for Exchange validation. If not, you may see one of the following errors;
- AutoDiscoverFailed - The autodiscover service did not manage to obtain Exchange Web Service URL. If this occurs we recommend using Method 2 (Manual Configuration) as opposed to autodiscovery.
- Unauthorized - Either the Username or Password is invalid.
- ErrorNonExistentMailbox - The email address provided is invalid
NOTE: The Autodetect can take some time but this check will run in the background allowing you to continue with other work as the checks take place.
Method 2: Manual Configuration
Go to Start > Configuration > Email & Integration > Exchange Sync.
The first piece of information to obtain and input is your company specific ‘Exchange Web Services URL’. This will only need to be entered once and should only be changed under special circumstances. If the value presented is not the correct format an error will appear.
The IT department at your company should know this information. If this is not the case, and you have auto-discovery set up then you can go to https://testconnectivity.microsoft.com/ and select ‘Outlook Autodiscover’. You should look for the value “EwsUrl” in the results you are provided with.
The URL you need will look similar to https://your.domain.name/EWS/Exchange.asmx.
Microsoft have a support article containing detailed information on Impersonation and how to configure this. The basic premise behind it is that an Impersonation user will control all of your User’s emails yet send them as if they have been sent from the mailbox owner. This is ideal for applications that connect to Exchange such as Workbooks as this one Impersonation User handles all emails, with the recipient completely unaware and the need for only one username and password.
If you do have an Impersonation User set up, then you should input your information into the corresponding field, shown below. This will now work for all users who enable their synchronisation
If you do not have an Impersonation User for your Microsoft Exchange then each user must enter their own password. This should be done by the individual User themselves.
Go to Start > Preferences > Integration > Exchange Sync.
The email ‘Exchange Email’ and ‘Exchange Password’ are the credentials they use to log in to Outlook or any other Exchange service.
This information can also be viewed and changed by a System Administrator, however, the password will be encrypted to protect your Users.