Meetings

Synchronize Meetings


Purpose: Keep meetings in Exchange and SugarCRM up-to-date. Usage scenario might be the following: create meetings in SugarCRM and have all of them on the go in your mobile device. Another scenario is to send a meeting invitation to a customer in Exchange and automatically add corresponding meeting into SugarCRM for reference.

Description: Synchronization of meetings between default Exchange calendar folder and Meetings module of SugarCRM.

Synchronization Rules and Options:

  • Exchange to SugarCRM
    • Do not synchronize Exchange appointment if it has Private or Phone category.
    • Update SugarCRM meeting if it exists.
    • Create SugarCRM meeting if it does not exist.
    • Assign the following categories to Exchange appointment after synchronization: Archived, CRM, CRM Meeting.
  • 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: CRM, CRM Meeting.
  • Scenario Options
    • S->E, Synchronize All, if 'y' then synchronize all SugarCRM meetings ignoring 'My' attendance. Default is 'n'.
  • Exchange Categories
    • Private, Phone, Archived, CRM, CRM Meeting

Merge of Legacy Data and Migration

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