How to Enable Header-Based Sync for Microsoft 365

Objective

This document provides an overview of Header-Based Sync for Microsoft 365, an advanced email syncing method.

Outreach parses each email's full contents and metadata to determine whether it is a communication with a sales prospect. If an email is deemed relevant to Outreach, it is then synced into the platform.

While most Outreach customers use the standard email sync, including those with high-security needs, some customers may have more stringent requirements related to email sync. 

Outreach's Header-Based Sync is designed to provide additional controls for customers who need to meet more restrictive requirements related to email data. This feature uses a two-step email processing approach. First, we sync only the email headers from a user mailbox to Outreach. Then, we analyze the headers and determine if a certain email should be stored in Outreach or ignored.

Only when an email is deemed relevant to Outreach, we download the entire message, including the email body, and store it in our platform. This approach provides customers with more control over their email data, helping them to meet more stringent security requirements.

Applies To

• Outreach Admins

Procedure

To enable the header-based sync in your organization:

1. Click the User’s initials (avatar) in the bottom left corner and select Settings.
2. Click Org under the User Admin section of the Settings panel.
3. Click Email. 
4. Toggle Sync emails based on headers only on. 
   
   
5. Click Save.

FAQ

Q: Which email providers are currently enabled with header-based sync?

A: At the moment, we support header-based sync for customer mailboxes that use Microsoft Graph API as a connection protocol (selected by choosing the Office 365 OAuth option in the "Email provider" field of the mailbox configuration). 

Q: Will enabling header-based sync have any impact on the accuracy and performance of email processing?

A: No, enabling header-based sync should not have any negative impact on the accuracy and performance of email processing. Users should not notice any difference, as header-based sync works behind the scenes.

Should you encounter any issues, please report cases to Outreach Technical Support through our support portal. 

Additional Information

Graph API