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Guides > Syncing Exchange Calendars (For On-Prem Web Exchange Only)

Syncing Exchange Calendars (For On-Prem Web Exchange Only)

In this guide we will cover:

- What is the Exchange Integration?

- Connecting to Exchange

- Syncing Appointments



What is the Exchange Integration?

Halo can sync appointments with your Exchange/Office365 calendars, and this can be restricted in different ways. For information regarding the Graph setup please see here.


Connecting to Exchange

The Exchange Calendars module is under Configuration > Calendars and Appointments.

Fig 1. Exchange Calendars module


Head into the module and input the relevant settings in here for the master account to the Exchange.


Fig 2. Selecting a connection method


The information you input here comes from your exchange configuration, if you do not know these details please contact a relevant colleague. You will need to configure "App Impersonation" to facilitate this integration. Our support team can point you in the right direction to do this but cannot make any changes to your exchange instance.


Important note: As of v2.170+ the connection methods for Exchange web services have changed slightly in line with the depreciation of NHServer. The connection methods highlighted below will be available instead.


Fig 3. New connection methods


Connection to Exchange using these methods is established in the same way as the previous versions, but the functionality of the connections has changed.


  • Changes to appointments in Halo will be synced to Exchange immediately via the API. Changes to appointments in Exchange are imported via the Halo Integrator on a scheduled basis.
  • The Exchange configuration screen now includes inbound/outbound logging, this allows you to monitor sync requests more effectively. 
  • Multi-technician appointments are no longer supported, but additional agents can be added to an appointment using the other Attendees field on an appointment.

Syncing Appointments

To turn on/off your own calendar syncing, click your profile picture > My Account > Preferences tab > Calendars and Appointments > toggle "Create Appointments from Calendar Integrations".

Fig 4. Calendars and Appointments area


Syncing Recurring Appointments

When creating any 'Appointment' in your Halo calendar you can mark the entry as recurring.

Fig 5. Setting a recurring appointment


This will then show a "Create Schedule" button, allowing you to create a schedule for the recurring appointment.


Fig 6. Creating a schedule


These master appointments will then only appear in the Halo calendar if you have the following setting enabled.

Fig 7. Showing appointments on the calendar


Note: If "Show only recurring master appointments" is enabled for the calendar, other types of appointments will not show so this will need to be toggled only when you need to see the 'master' appointments. 


Once this recurring master appointment has been created, when the next Exchange Calendar sync is performed, all of the child appointments will be synced into your calendar.


Integration Not Working? - On-Prem Customers only

If the integration is not pulling through your appointments from your exchange calendar, it is likely that your NHServer's settings have not been adjusted to allow for calendar synchronisation.


Note: As of v2.184 NHServer had been deprecated for hosted customers. Therefore, this fix will only be applicable for On-Prem customers. 


To turn this on go to Configuration > Advanced Settings > Configure NHServer > then scroll down to the options that allow for calendar synchronisation, as shown in the screenshot below.


Fig 8. Syncing calendars

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