Click here to find out how to get in touch!
Status:

Support Center

How can I connect my Email Sync with Microsoft Exchange?

You will be able to connect your email sync via Exchange using your email address and password. If you have two-factor authentication enabled on your account, you will need to generate an app password. To learn how to do this, you can follow Microsoft's instructions here.


Advanced Settings

By default, Nylas, our third-party email integration partner performs autodiscovery to determine what the best server settings are, as soon as you enter your email credentials. If the autodiscovery does not work automatically, you may need to manually input advanced settings to authenticate your account when authenticating through Nylas's hosted authentication flow.

ef86b61-Screen_Shot_2018-01-23_at_11.49.42_AM.png

If your exchange username is different than your email address, you should enter it in the advanced settings options. This can be in the format username@domain.com or DOMAIN\username, and is usually the same as your Windows login.

In the Exchange Server, you should enter the address of your Exchange server (e.g. mail.office365.com). You can find this in the address bar when logging into the Outlook Web App.

Talk to your Exchange admin
You might need to reach out to your Exchange or IT admin for the correct connections settings. They should be able to provide the proper connection information for this step.
Here's a quick video example showing how your users can log in using advanced Exchange server information. 

 

Connection issues

If you are sure the details are correct but your login is still failing, this may be due to connection issues. Please make sure you have not entered a server name that requires VPN access. You can look at Common Authentication Issues for details about other common errors.
 

Additional help

Sometimes the username and server details are all correct, but syncing an account still fails. This is rare and we recommend that you contact support with a detailed description of the issue you are experiencing.

Questions? 

Click here to find out how to get in touch!


Looking for Training Courses and Tutorials? 

Visit our Pipedrive Academy.