This article provides instructions for connecting Microsoft Exchange to your Akooda account. This connection essentially provides Akooda with access to emails that were sent to a specific destination inbox under your M365 workspace.
Please note that the Exchange integration is forward-looking, meaning that it can only access and process emails that were originally sent or routed to the destination inbox.
The resulting interactions will be shown only to email recipients in the original correspondence.
For more information about how Akooda helps your organization evolve and the inherent privacy and security protections in place, see Akooda Integration Principles.
Before We Begin
Before connecting your organization’s Microsoft Exchange, check that:
You’re an Admin in Akooda.
You’re an Admin for your Microsoft Exchange account
If you don’t have the right permissions as mentioned above, please send this guide to the right individual in your organization (usually this is IT or Info Security personnel). If you require further assistance getting the right permissions, please don’t hesitate to contact our support team at [email protected].
NOTE: At any point, if the Microsoft Exchange user is deleted or admin access permissions are revoked, your Akooda sync will stop working and will require re-connecting by following this guide’s steps.
How to Connect
Step 1: Add Microsoft Exchange User
If you haven’t already, follow our Connecting to Microsoft 365 guide to create an Akooda integration account with the address akooda@[YOUR_EMAIL_DOMAIN].
Step 2: Link the M365 Workspace User with Akooda
In your browser, login to Outlook with the integration user outlook account.
Sign into Akooda (app.akooda.co) with your admin user.
Navigate to the “Apps” page under the Account Settings (app.akooda.co/settings/apps)
Click on the “Connect” button for Microsoft Exchange.
Sign in with the newly created integration user (
akooda@[YOUR_EMAIL_DOMAIN]).Click "Accpect" to provide consent for Akooda to Access the integration inbox.
NOTE: Please ensure to use the designated Akooda integration account (akooda@[YOUR_EMAIL_DOMAIN]) for a successful setup.
Using a different account risks integration failure and could require a restart of the entire process.
Step 3: Send Emails to the Linked User
Anyone from your organization can manually send emails (as TO, CC or BCC) to the akooda@[YOUR_EMAIL_DOMAIN] email set up in step 1 to be captured by the platform as interactions.
There are also configuration options to reduce the hassle and include Akooda in your correspondence without any additional steps on the day-to-day. Check out the "Emails Guide" ("Microsoft Exchange Routing" and "Outlook Configuration") or Contact your account manager to learn more about how you send correspondence to Akooda automatically, depending on your email client and configuration rules.
NOTE: Email interactions in their descriptive form will be shown only to the recipients' list in the original email.
Next Up
Scanning your organization's data post initial integration may take up to 24 hours. Once done, you will be able to see tagged Microsoft Exchange interactions data sent to the above-mentioned inbox in your Akooda account.
If you run into any problems, we’re here to help. Reach out to [email protected] to get assistance for your organization (according to each email’s recipient list).
Any Feedback?
Was this page helpful? Provide feedback on this article and ways we can improve to [email protected].