Important
You are browsing the documentation for version 1.6 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.
See our Release Process documentation for more information on the currently supported and upcoming releases.
Mapping Rules Between Oro and Outlook
Specific values of the fields of OroCRM and Outlook records are mapped during synchronization of contacts, tasks, and events.
Contact Mapping Rules
The following rules represent the mapping strategy of the OroCRM contact record fields into the Outlook contact record fields.
| OroCRM Field | Outlook Field | Note |
|---|---|---|
| First Name | First Name | If no First Name is defined in the Outlook record, the Last Name value is used for the both first name and last name in OroCRM. |
| Middle Name | Middle Name | — |
| Last Name | Last Name | If no Last Name is defined in the Outlook record, the First Name value is used for both the first name and the last name in OroCRM. |
| Name Suffix | Name Suffix | — |
| Description | Notes | — |
| All the existing email addresses are mapped. | ||
| Phone | Primary Phone | Only the first OroCRM phone number is mapped. |
| Job Title | Job Title | — |
| Birthday | Birthday | — |
| Gender | Gender | — |
| Fax | Fax | — |
| Address of a Billing Type | Business Address | — |
| Address of a Shipping Type | Home Address | — |
| Address with no type defined | Other Address | — |
Task Mapping Rules
The following fields of an OroCRM task record are mapped into the following fields of an Outlook task record.
| OroCRM Field | Outlook Field |
|---|---|
| Subject | Subject |
| Priority | Priority |
| Due Date | Due Date |
OroCRM statuses are mapped into Outlook unchanged:
| OroCRM Task Status | Outlook Task Status |
|---|---|
| In progress | In progress |
| Closed | Closed |
| Open | Open |
The Outlook statuses that are not available in OroCRM are mapped as follows:
| Outlook Task Status | OroCRM Task Status |
|---|---|
| Not Started | Open |
| Completed | Closed |
| Waiting on someone else | In progress |
| Deferred | In Progress |
Calendar Mapping Rules
The following fields of an OroCRM calendar event record are mapped to the following fields of an Outlook appointment.
| OroCRM Field | Outlook Field |
|---|---|
| Title | Subject |
| Start | Start time |
| End | End time |
| All-Day Event | All day event |
Note
Only a calendar assigned to the specified user is mapped, regardless of access settings.
Invitations, received by the user are sent to Outlook as regular calendar events.
Important
Be aware that if you add a Google-based account to the existing MS Exchange account, your default calendar may change. This is important to remember when synchronizing events between Oro and Outlook.