To Add a Synchronization Policy

You use synchronization policies to specify the settings for synchronization between user accounts in MYOB Acumatica and their mailboxes. You add, delete, and manage synchronization policies by using the Exchange Synchronization Policies (SM204010) form.

For more information about synchronization policies, see Synchronization Policies.

To Add a Synchronization Policy

1. Sign in to your MYOB Acumatica instance.
2. Open the Exchange Synchronization Policies (SM204010) form.
3. In the Policy Name box, type the name for the new policy.
4. In the Description box, type the policy description.
5. On the Synchronization Settings tab, in the General section, do the following:
   1. In the Category Name box, type the name of the category that will be used for marking the synchronized records in a user's mailbox.
   2. In the Category Color box, select the color.
   3. In the Conflict Resolution Priority box, select how conflicts will be resolved in the case of a bidirectional synchronization.
6. Specify the settings for contact synchronization. In the Contacts section, do the following:
   1. To synchronize contacts, select the Synchronize Contacts check box.
   2. If you want to store the synchronized contacts in a specific folder in user mailbox, select the Use Separate Folder for Contacts check box and type the name of a folder in the Folder Name box.
   3. If you want to avoid duplicating contact accounts in MYOB Acumatica, select the Merge Contacts by Email check box.
   4. If you don't want to mark the exported contacts in each user's mailbox, select the Synchronize New Items without Category check box.
   5. In the Direction box, select the direction for synchronization.
   6. In the Filter box, select the option that indicates which contacts are to be synchronized: all contacts, the contacts associated with a user or the user's workgroup.
   7. In the Contact Class box, select a contact class to be assigned to the contacts imported to MYOB Acumatica.
7. Specify the settings for email synchronization. In the Email section, do the following:
   1. To synchronize emails, select the Synchronize Emails check box.
   2. In the Folder Name box, type the name of a folder in each user's mailbox to be used to store emails that are exported from MYOB Acumatica.
   3. If you want to synchronize attachments, select the Synchronize Attachments check box.
8. Specify the settings for task synchronization. In the Tasks section, do the following:
   1. To synchronize tasks, select the Synchronize Tasks check box.
   2. If you want to store the synchronized tasks in a specific folder in each user's mailbox, select the Use Separate Folder for Tasks check box and type the name of a folder in the Folder Name box.
   3. If you don't want to mark the exported tasks in each user's mailbox, select the Synchronize New Items without Category check box.
   4. In the Direction box, select the direction for synchronization.
9. Specify the settings for event synchronization. In the Events section, do the following:
   1. To synchronize events, select the Synchronize Events check box.
   2. If you want to store the synchronized events in a specific folder in each user's mailbox, select the Use Separate Folder for Events check box and type the name of a folder in the Folder Name box.
   3. If you don't want to mark the exported contacts in each user's mailbox, select the Synchronize New Items without Category check box.
   4. In the Direction box, select the direction for synchronization.
10. On the form toolbar, click Save.

You can use the synchronization policy you have added to specify synchronization settings for the employees.