Synchronization of User Records in MYOB Acumatica with Exchange Mailboxes

Managing synchronization with Exchange Server includes the following basic tasks, described in this topic:

• Selecting the employee accounts for which synchronization is to be performed
• Scheduling synchronization

Employee Account Configuration

You configure synchronization for an employee account by associating the employee account with the Exchange server account and assigning a synchronization policy for the employee account. For details, see To Configure Synchronization for the Employee Accounts. For more information about synchronization policies, see Synchronization Policies.

After you configure the employee account, you can perform synchronization manually to check the settings, as described in To Set Up a Connection with an Exchange Server.

System Email Accounts for Synchronization with Exchange Server

A system email account of the Exchange type is automatically added when you enable synchronization of the employee account with an Exchange server. You can view and edit the automatically generated accounts on the Email Accounts (SM204002) form. If you disable Exchange synchronization for an employee account, the corresponding system email account is automatically deleted.

Synchronization Schedule

After you have configured synchronization with an Exchange server, you can schedule synchronization to be performed automatically. For details, see To Set Up Automatic Synchronization with Exchange Server.