Calls

Synchronize Calls


Purpose: Keep calls in Exchange and SugarCRM up-to-date. Usage scenario might be the following: calls are entered in SugarCRM and used on mobile devices. Reminders in mobile calendar won't let you miss an important call.

Description: Synchronization of calls between default Exchange calendar folder and Calls module of SugarCRM.

Synchronization Rules and Options:

  • Exchange to SugarCRM
    • Synchronize only those Exchange appointments which have Phone category and do not have Private category.
    • Update SugarCRM call if it exists.
    • Create SugarCRM call if it does not exist.
    • Assign the following categories to Exchange appointment after synchronization: Archived, CRM, CRM Call.
  • SugarCRM to Exchange
    • Update Exchange appointment if it exists.
    • Create Exchange appointment if it does not exist.
    • Assign the following categories to Exchange appointment after synchronization: Phone, CRM, CRM Call.
  • Scenario Options
    • S->E, Synchronize All, if 'y' then synchronize all SugarCRM calls ignoring 'My' attendance. Default is 'n'.
  • Exchange Categories
    • Private, Phone, Archived, CRM, CRM Call

Merge of Legacy Data and Migration

If AESync is put into the system when both Exchange and SugarCRM already have calls then existing calls 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 calls are identified by Subject, Start and End field combination.
  • SugarCRM calls are identified by name, date_start and date_end field combination.
  • SugarCRM and Exchange calls are linked together if they have equal identifiers.
  • Comparison is performed ignoring character case.