Connection

Your Microsoft 365 administrator should authorise the Nektar app for your organization. The administrator may also follow this guide restrict Nektar to specific users.

Provide the email address of your Microsoft 365 administrator to start authorization process.

Restrict Nektar to specific users

OAuth scopes

Data Controls

You can use this to indicate how you want emails and events to be processed by Nektar. There are two kinds of controls:

Screening rules

Nektar screens out emails sent by automated systems and email addresses that don’t belong to a specific person (such as support@… and sales@…).

You may additionally block emails and events with specific email addresses, email domains, subject line keywords and private calendar events.

• Suggestions

Special domains and email addresses

Nektar screens out emails or events where all participants are internal to your company, tools (e.g. notifications, conference rooms, meeting recorders), distribution lists (e.g. sales@, support@) or using personal email addresses (e.g. @gmail.com).

You may configure additional email addresses and domains as ignored, i.e. treated like internal for activity screening purposes.

• Suggestions

<aside> <img src="/icons/warning_blue.svg" alt="/icons/warning_blue.svg" width="40px" /> Note: If an activity passes screening, all its participants are stored and processed in Nektar — including ignored an internal ones.

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<aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" />

Note: This section describes read rules. Activities and contacts must also pass write rules to be written to Salesforce.

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Sync

Nektar’s Microsoft 365 sync system reads email messages and calendar events every 10-15 minutes, and the list of users on your workspace every 24 hours. You must enable sync for individual MS365 users in ‣.

The sync table displays:

• the time the most recent message or event was synced
• a sync health icon that can be clicked for more information
• toggles to enable or disable sync globally

Sync health icons may indicate the following states:

Disabled. Can be enabled on the same screen.

Not started. Disabled globally, or pending approval

In progress. Actively syncing; some data is remaining

Completed. Everything synced; watching for new data

Delayed. Sync has not run in the last 30 minutes

Stalled. Stopped due to error or hasn’t run in 2 hours

Properties synced