Accounts

Synchronize Accounts


Purpose: Keep account lists in Exchange and SugarCRM up-to-date. Usage scenario might be the following: accounts are added into SugarCRM, automatically synchronized and become available on all mobile devices used by Sales department.

Description: Synchronization of accounts between Exchange "[Contacts]\CRM Accounts" folder and Accounts module of SugarCRM.

Synchronization Rules and Options:

  • Exchange to SugarCRM
    • Update SugarCRM account if it exists.
    • Create SugarCRM account if it does not exist.
    • Assign the following categories to Exchange account after synchronization: Archived, CRM, CRM Account.
  • SugarCRM to Exchange
    • Update Exchange account if it exists.
    • Create Exchange account if it does not exist.
    • Assign the following categories to Exchange account after synchronization: CRM, CRM Account.
  • Exchange Categories
    • Archived, CRM, CRM Account

Merge of Legacy Data and Migration

If AESync is put into the system when both Exchange and SugarCRM already have accounts then existing accounts are merged together according to the following rules:

  • Automatic merge is only done during SugarCRM -> Exchange synchronization (E2S). By design all scenarios have E2S rule first, so this condition is met by default.
  • Exchange accounts are identified by CompanyName and Email1Address field combination.
  • SugarCRM accounts are identified by name and email1 field combination.
  • SugarCRM and Exchange accounts are linked together if they have equal identifiers (Contact.CompanyName == account.name).
  • Comparison is performed ignoring character case.