See your scheduled Nutshell activities and tasks in a Microsoft Exchange Outlook calendar.
We use the latest Microsoft-endorsed API for these communications, Exchange Web Services (EWS). The procedure and requirements for using Nutshell with Exchange depend on whether you have your own in-house Exchange server, are subscribed to Office 365, or use some other hosted Exchange service. See the section below that corresponds to your Exchange setup.
Note: you must be an administrator in Microsoft Exchange to follow these instructions.
1. First, create a new user (or choose an existing user) for Nutshell to use when it communicates with Exchange. If you are using an Exchange Office 365 for professionals and small businesses, this user must have administrator permissions. If you use Office 365 for enterprises, administrator permissions are not necessary, and we recommend choosing a user without them.
2. Access your Exchange admin center by logging into Office 365 and clicking Exchange.
3. If you use Office 365 for enterprises, you must give the user you chose in step #1 impersonation privileges. This can be done by clicking the Manage your organization link on the Outlook Control Panel and going to the Roles & Auditing tab. Next, click the New button under Administrator Roles. Give the new role a name such as "Nutshell" and leave the Write scope as "Default". You may leave the description blank. Under Roles, click Add, select ApplicationImpersonation and click OK. Under Members, click Add, select the user account you wish to link with Nutshell and choose Save. Note that it may take several minutes for this change to take place. For detailed instructions and screenshots, check the "Office 365 Enterprise Detailed Instructions" at the end of this document.
4. Find the name of the server that Nutshell should communicate with. You'll need the SMTP server settings. Instructions for locating your correct settings can be found here.
3. Go to Nutshell and click on the Setup tab. Then, click on the Integrations link under the Third-party section. For the Hostname or IP field, enter the server name you found in step #4. For the Username and Password fields, use the credentials for the user you chose in the first step.
4. Click Save. If you receive an HTTP code 456 error after clicking Save, login to Office 365 with the user's credentials and try again.
In-House or Other Hosted Service
Here are the requirements for using Nutshell with your Exchange server:
- Microsoft Exchange 2007 or newer
- Your administrator or hosting provider must create a user with permission to impersonate all Exchange users that are also users in Nutshell. If you are using a hosted service, contact your hosting provider for assistance. If you are an administrator, see Configuring Exchange Impersonation in Exchange 2007 (see here for Exchange 2010) for instructions.
- For Exchange 2010, your administrator or hosting provider must ensure all the users you wish to synchronize with Nutshell have access to EWS. The Set-CASMailbox cmdlet can be used to enable EWS for a user.
You can use Microsoft's testing tool to test your server -- choose the service account access test.
Once you've confirmed that your Exchange server has been properly configured, choose the Integrations option in Nutshell setup, and enter your server's information, including the credentials for the impersonation user.
Office 365 Enterprise Detailed Instructions
1. Log in to the Exchange admin center.
2. Under the "permissions" section, select "admin roles"
3. Click the + icon to add a new role group. Name it "Nutshell CRM" and leave the write scope as default
4. Click the + icon under "Roles" to add roles to the role group. Select ApplicationImpersonation, then click add->. Click ok to return to the role Group dialogue
5. Click the + icon under "Members" and select the user account you wish to link with Nutshell. Click add->, then click ok.
6. Click Save and wait for your organization settings to update. Return to steps 4-6 above.