Important

You are browsing the documentation for version 3.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained.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.

Available in OroCRM Available in OroCommerce

Mapping Rules Between Oro and Outlook

Important

The Outlook integration is deprecated and therefore no longer maintained. The integration will be removed in version 4.1.

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

Email

Email

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.