Archive Email

Archive Email

Exchange:Emails	Sugar:Emails
Subject	name
Body	description_html
Body	description
From	!is_incoming
	status
	type
From	from_addr
From	from_addr_name
From	from_name
ToRecipients	to_addrs
ToRecipients	to_addrs_names
CcRecipients	cc_addrs
CcRecipients	cc_addrs_names
BccRecipients	bcc_addrs
BccRecipients	bcc_addrs_names
DateTimeSent	date_sent
InternetMessageId	message_id
	!find_attachments
	!attachments
From, ToRecipients	!relate_to_lead_contact_account
	!post_action

Find or Create Account

Try to find an Account by email address or create new

Exchange:Emails	Sugar:Accounts
From	name, description, email1

Create Lead

Create Lead from Email data

Exchange:Emails	Sugar:Leads
From	last_name
Subject	description

Create Opportunity

Create Opportunity from Email data

Exchange:Emails	Sugar:Opportunities
Subject	name
	amount, description, opportunity_type, date_closed, sales_stage, probability

Synchronize Opportunities (CRM->E)

Synchronize Opportunities from CRM to Exchange

Sugar:Opportunities	Exchange:Emails.Opportunities
name	Subject
	From
	Body
amount	Amount
account_name	AccountName
sales_stage	SalesStage
probability	Probability
date_closed	DateClosed

Folders for Opportunities

Create Archiving Folders for Opportunities

Sugar:Opportunities	Exchange:Folders
name	DisplayName

Create Case

Create Case from Email data

Exchange:Emails	Sugar:Cases
Subject	name
	case_number, description, type, status, priority, resolution

Synchronize Cases (CRM->E)

Synchronize Cases from CRM to Exchnage

Sugar:Cases	Exchange:Emails.Cases
name	Subject
	From
	Body
case_number	CaseNumber
type	CaseType
status	CaseStatus
priority	CasePriority
resolution	CaseResolution

Folders for Cases

Create Archiving Folders for Cases

Sugar:Cases	Exchange:Folders
name, case_number	DisplayName

Synchronize Contacts (E->CRM)

Synchronize Contacts from Exchange to CRM

Exchange:Contacts	Sugar:Contacts
FirstName, LastName, Email1Address, CompanyName	!find_contact, first_name, last_name, account_id
FirstName	first_name
LastName	last_name
Title	salutation
JobTitle	title
Email1Address, CompanyName, BusinessTelephoneNumber, BusinessFaxNumber, BusinessAddressStreet, BusinessAddressCity, BusinessAddressState, BusinessAddressPostalCode, BusinessAddressCountry, WebPage	account_id, phone_fax, email1
Department	department
HomeTelephoneNumber	phone_home
MobileTelephoneNumber	phone_mobile
BusinessTelephoneNumber	phone_work
OtherTelephoneNumber	phone_other
BusinessFaxNumber	phone_fax
Email1Address	email1
Email2Address	email2
BusinessAddressStreet	primary_address_street
BusinessAddressCity	primary_address_city
BusinessAddressState	primary_address_state
BusinessAddressPostalCode	primary_address_postalcode
BusinessAddressCountry	primary_address_country
OtherAddressStreet	alt_address_street
OtherAddressCity	alt_address_city
OtherAddressState	alt_address_state
OtherAddressPostalCode	alt_address_postalcode
OtherAddressCountry	alt_address_country
Body	description
AssistantName	assistant
AssistantTelephoneNumber	assistant_phone
Birthday	birthdate

Synchronize Contacts (CRM->E)

Synchronize Contacts from CRM to Exchange

Sugar:Contacts	Exchange:Contacts
first_name, last_name, account_id, email1	!Find_contact, FirstName, LastName, Email1Address, CompanyName
first_name	FirstName
last_name	LastName
salutation	Title
title	JobTitle
account_name	CompanyName
department	Department
phone_home	HomeTelephoneNumber
phone_mobile	MobileTelephoneNumber
phone_work	BusinessTelephoneNumber
phone_other	OtherTelephoneNumber
phone_fax	BusinessFaxNumber
email1	Email1Address
email2	Email2Address
primary_address_street	BusinessAddressStreet
primary_address_city	BusinessAddressCity
primary_address_state	BusinessAddressState
primary_address_postalcode	BusinessAddressPostalCode
primary_address_country	BusinessAddressCountry
alt_address_street	OtherAddressStreet
alt_address_city	OtherAddressCity
alt_address_state	OtherAddressState
alt_address_postalcode	OtherAddressPostalCode
alt_address_country	OtherAddressCountry
description	Body
assistant	AssistantName
assistant_phone	AssistantTelephoneNumber
birthdate	Birthday
	!FileAsMapping, FileAsMapping

Synchronize Accounts (E->CRM)

Synchronize Accounts from Exchange to CRM

Exchange:Contacts	Sugar:Accounts
Email1Address, CompanyName	!find_account, name
CompanyName	name
BusinessFaxNumber	phone_fax
BusinessAddressStreet	billing_address_street
BusinessAddressCity	billing_address_city
BusinessAddressState	billing_address_state
BusinessAddressPostalCode	billing_address_postalcode
BusinessAddressCountry	billing_address_country
Body	description
BusinessTelephoneNumber	phone_office
OtherTelephoneNumber	phone_alternate
Email1Address	email1
Email2Address	email2
OtherAddressStreet	shipping_address_street
OtherAddressCity	shipping_address_city
OtherAddressState	shipping_address_state
OtherAddressPostalCode	shipping_address_postalcode
OtherAddressCountry	shipping_address_country
WebPage	website

Synchronize Accounts (CRM->E)

Synchronize Accounts from CRM to Exchange

Sugar:Accounts	Exchange:Contacts
name	CompanyName
phone_fax	BusinessFaxNumber
billing_address_street	BusinessAddressStreet
billing_address_city	BusinessAddressCity
billing_address_state	BusinessAddressState
billing_address_postalcode	BusinessAddressPostalCode
billing_address_country	BusinessAddressCountry
description	Body
phone_office	BusinessTelephoneNumber
phone_alternate	OtherTelephoneNumber
email1	Email1Address
email2	Email2Address
shipping_address_street	OtherAddressStreet
shipping_address_city	OtherAddressCity
shipping_address_state	OtherAddressState
shipping_address_postalcode	OtherAddressPostalCode
shipping_address_country	OtherAddressCountry
website	WebPage
	!FileAsMapping, FileAsMapping

Synchronize Tasks (E->CRM)

Synchronize Tasks from Exchange to CRM

Exchange:Tasks	Sugar:Tasks
DueDate, StartDate	!check_time_limit
Subject	name
Body	description
Status	status
Importance	priority
DueDate	date_due_flag
DueDate	date_due, time_due
StartDate	date_start_flag
StartDate	date_start, time_start

Synchronize Tasks (CRM->E)

Synchronize Tasks from CRM to Exchange

Sugar:Tasks	Exchange:Tasks
name	Subject
description	Body
status	Status
priority	Importance
date_due_flag, date_due, time_due	DueDate
date_start_flag, date_start, time_start	StartDate

Synchronize Meetings (E->CRM)

Synchronize Meetings from Exchange to CRM

Exchange:Appointments	Sugar:Meetings
0x23:BinaryArray	!globalId
Start	!check_time_limit
Subject, Start, End, 0x23:BinaryArray	!find_meetings
Subject	name
Body	description
Duration	duration_hours, duration_minutes
Start	date_start
End	date_end
ReminderSet, ReminderMinutesBeforeStart	reminder_time
	status
Location	location
	!process_attendees

Synchronize Meetings (CRM->E)

Synchronize Meetings from CRM to Exchange

Sugar:Meetings	Exchange:Appointments
date_start	!Check_time_limit
name, date_start, date_end	!Find_meetings, Start, End
name	Subject
description	Body
duration_hours, duration_minutes	Duration
date_start	!Start, Start
	!End, Duration, Start, End
reminder_time	ReminderSet, ReminderMinutesBeforeStart
status	MeetingStatus, ReminderSet
location	Location
	!process_invitees
	LegacyFreeBusyStatus
	Importance

Synchronize Calls (E->CRM)

Synchronize Calls from Exchange to CRM

Exchange:Appointments	Sugar:Calls
0x23:BinaryArray	!globalId
Start	!check_time_limit
Subject, Start, End, 0x23:BinaryArray	!find_calls
Subject	name
Body	description
Duration	duration_hours, duration_minutes
Start	date_start
End	date_end
ReminderSet, ReminderMinutesBeforeStart	reminder_time
	status
	!process_attendees

Synchronize Calls (CRM->E)

Synchronize Calls from CRM to Exchange

Sugar:Calls	Exchange:Appointments
date_start	!Check_time_limit
name, date_start, date_end	!Find_calls, Start, End
name	Subject
description	Body
duration_hours, duration_minutes	Duration
date_start	!Start, Start
	!End, Duration, Start, End
reminder_time	ReminderSet, ReminderMinutesBeforeStart
status	MeetingStatus, ReminderSet
	!process_invitees
	LegacyFreeBusyStatus
	Importance

Synchronize Leads (E->CRM)

Synchronize Leads from Exchange to CRM

Exchange:Contacts	Sugar:Leads
FirstName, LastName, Email1Address, CompanyName	!find_lead, first_name, last_name, account_name
FirstName	first_name
LastName	last_name
Title	salutation
JobTitle	title
Department	department
CompanyName	account_name
HomeTelephoneNumber	phone_home
MobileTelephoneNumber	phone_mobile
BusinessTelephoneNumber	phone_work
OtherTelephoneNumber	phone_other
BusinessFaxNumber	phone_fax
Email1Address	email1
Email2Address	email2
BusinessAddressStreet	primary_address_street
BusinessAddressCity	primary_address_city
BusinessAddressState	primary_address_state
BusinessAddressPostalCode	primary_address_postalcode
BusinessAddressCountry	primary_address_country
OtherAddressStreet	alt_address_street
OtherAddressCity	alt_address_city
OtherAddressState	alt_address_state
OtherAddressPostalCode	alt_address_postalcode
OtherAddressCountry	alt_address_country
Body	description
AssistantName	assistant
AssistantTelephoneNumber	assistant_phone
Birthday	birthdate

Synchronize Leads (CRM->E)

Synchronize Leads from CRM to Exchange

Sugar:Leads	Exchange:Contacts
first_name	FirstName
last_name	LastName
salutation	Title
title	JobTitle
account_name	CompanyName
department	Department
phone_home	HomeTelephoneNumber
phone_mobile	MobileTelephoneNumber
phone_work	BusinessTelephoneNumber
phone_other	OtherTelephoneNumber
phone_fax	BusinessFaxNumber
email1	Email1Address
email2	Email2Address
primary_address_street	BusinessAddressStreet
primary_address_city	BusinessAddressCity
primary_address_state	BusinessAddressState
primary_address_postalcode	BusinessAddressPostalCode
primary_address_country	BusinessAddressCountry
alt_address_street	OtherAddressStreet
alt_address_city	OtherAddressCity
alt_address_state	OtherAddressState
alt_address_postalcode	OtherAddressPostalCode
alt_address_country	OtherAddressCountry
description	Body
assistant	AssistantName
assistant_phone	AssistantTelephoneNumber
birthdate	Birthday
	!FileAsMapping, FileAsMapping