How to sync tasks between Exchange On-Premises and Capsule CRM?

LOOKING FOR PARTNERS 🤝

We're currently looking for partners and distributors in different regions. If you're interested, please feel free to contact us.

Start syncing Exchange On-Premises and Capsule CRM tasks two-way with SyncPenguin! We ensure you stay up to date with all your work across all apps used.

With SyncPenguin you can:

Merge historical task data (existing tasks).
Add filters, conditions, and custom rules to the sync.
Add custom task fields to the field mapping.

This guide explains in detail how to create, configure and start the sync.

If you'd like to start syncing right away, feel free to create an account and set up the sync on your own. Go back to the guide in case of any ambiguity or questions. You can also contact us for any questions, requests, or feedback.

Step 1. Create a SyncPenguin account

The first step is to create a SyncPenguin account. We offer a free 14-day trial (without a credit card) to make sure everything works well before your commitment. Please follow the link below to create an account.

START SYNCING NOW

14-day free trial • no credit card • quick setup

Step 2. Create the sync

The next step is to create a sync in the Synchronizations section of the dashboard by clicking the + New sync button. You'll see a wizard page, where you have to do the following three steps:

Choose Exchange On-Premises Tasks for the first app.
Then choose Capsule Tasks for the second app.
Then select syncing direction.
Then click the Create button.

Step 3. Provide access to Exchange On-Premises and Capsule CRM

Now that your sync is created, the next important step is to grant SyncPenguin access to your task data. You'll see two Account sections for both apps involved in the sync. Below we explain how to connect and configure accounts.

How to connect Exchange On-Premises?

The Exchange On-Premises Tasks account connection section will look like this:

Credentials

Username

Password

Endpoint URL

Exchange version

NTLM

Additional settings

Task list

Time zone

HTML descriptions

Impersonated mailbox

Delegate mailbox

Credentials

Username

Password

Endpoint URL

Exchange version

NTLM

Additional settings

Task list

Time zone

HTML descriptions

Impersonated mailbox

Delegate mailbox

How to connect Capsule CRM?

The Capsule Tasks account connection section will look like this:

Please make sure both apps are properly connected before starting the task sync.

DATA SECURITY

If you're concerned about the security of your private data, please check out the Security Practices page.

Step 4. Sync settings

In the Sync settings section you have the ability to adjust some of the default properties of your integration flow:

The name of your sync.
Sync direction (two-way or one-way).
Sync interval (by default the sync is triggered every 10 minutes).

Additionally, in Field mappings & rules you can customize the way task data is mapped between the apps, or add some filters or custom rules to the sync behavior. This is done using our simple no-code visual interface, which allows you to do both simple adjustments as well as implement complex custom scenarios.

You can learn more about our customization interface here.

Step 5. Start the sync

The last step is to start the sync. To do that, click the Start syncing button.

You'll then be prompted with the following four options:

Only sync new data, meaning anything that will be added or updated starting from now.
Merge all historic data two-way: take all Exchange On-Premises Tasks and Capsule Tasks and merge them together. Any data that already exists on both apps should be merged instead of creating a duplicate.
Merge Exchange On-Premises Tasks to Capsule Tasks: take all Exchange On-Premises Tasks and add/merge them to Capsule Tasks.
Merge Capsule Tasks to Exchange On-Premises Tasks: similar to the previous option but in the opposite direction.

We'll be checking every 10 minutes for changes in your data.
What should we do initially with already existing tasks?

Nothing, just sync new tasks Merge all tasks two-way Merge Exchange On-Premises → Capsule CRM Merge Capsule CRM → Exchange On-Premises

Please note that initial merge might take some time to complete

We recommend backing up important data before merge

Once you make your choice, just click Start syncing. In case you decide to do the initial merge, it'll be instantly queued. Once it's done, we'll be checking for task changes every now and then (depending on the sync interval specified) and syncing accordingly. Each sync execution can be seen in the Sync history at the bottom of the sync page.