If you have an Exchange Server or are planning on setting one up, you are able to set up 2-way sync between Workamajig and specific Exchange folders for Calendar Events. This should be set up by your IT Department and your Workamajig Administrator.
- SPAM Filters: Ensure that you whitelist Workamajig at all levels. This may include frontline exchange servers, mail servers, and the individual box filters.
- Exchange is a Microsoft product, as such the sync tool we created requires it to be installed on a Windows OS.
- Any tests you do with this type of sync must be used with an Active user in Workamajig.
Supported Versions Of Microsoft Exchange Server
ATTENTION! Beginning July 1, 2014, Workamajig will drop support for Exchange Server 2003 & 2007. This means we will no longer develop fixes to the Exchange Sync Service and will no longer fix sync issues that have been created using these versions. However, you will still able to use these versions to sync with Workamajig if you so desire. If you have any questions regarding this matter, please contact your Workamajig Account Manager at firstname.lastname@example.org
- 2010 SP3 (Can be hosted with a third party site)
- 2013 (Can be hosted with a third party site)
- 2016 (Can be hosted with a third party site)
- Exchange Online / Office 365 (Microsoft hosted version)
NOTE: If you are using Exchange 365, make sure to download the latest tool.
NOTE: The Exchange Sync Service is tested against the latest service pack and update rollup version of Exchange. It is recommended your Exchange installation be updated to the latest service pack and update rollup, which can be found at http://social.technet.microsoft.com/wiki/contents/articles/240.exchange-server-and-update-rollups-build-numbers.aspx.
User Guide And Sync Tool
Before beginning, you may want to view the User Guide.
And be sure to read over thoroughly the Exchange Server Sync - Setup Guide.
NOTE: This tool is set up on a single Windows-based machine that has access to both your Exchange server and Workamajig, and is "always" on. It does NOT need to be set up on individual workstations.
Please make sure you download the correct version of the Workamajig Exchange Windows Service tool based upon your version of Workamajig.
This is for Exchange versions 365, 2016 and newer and using Workamajig version 10.5.8.4 and newer.
Download Workamajig Exchange Windows Server Tool (18.104.22.168) HERE. (For Workamajig 10.5.8.4 and newer)
For Office 365
Update Release Notes: Version 22.214.171.124: Updated default values for some settings for new installations.
Fixed a bug for when there were zero meetings being returned from Exchange that caused the sync to
crash in some scenarios
NOTE: You may not need this update! If you are having problems associated with throttling as enforced by Exchange 2016 or Exchange 365, you will want to update. If you are not having this issue, there is no need to update.
You must install the following package: Prereq for 365. You may already have these files installed. Please do so again, there should be no harm in overwriting older installation
This is for Workamajig versions 10.5.8.4 and newer and also using Exchange 2010 - 2013
Download Workamajig Windows Server Tool (126.96.36.199) HERE.
This is for Exchange versions prior to 2008 and also using a Workamajig version prior to 10.5.8.3
Download Workamajig Exchange Windows Server Tool (188.8.131.52) HERE. ( For Workamajig 10.5.8.3 and older)