How To Configure Graph API based Team Linking for Exchange

This article will guide you through the setup of Graph API for Exchange. Microsoft Graph has a more fine-grained permissions schema compared to EWS (more on Graph's scopes below).

Note: The move to Microsoft Graph will not affect existing Clari users. 

Follow these steps

A Clari Admin can complete these steps.

1. Please complete this set of instructions and make sure you include reps within the Exchange Group for the Clari team to test.

2. Once you have completed the integration, please reach out to your Professional Services Team. They will work to configure the integration in the backend and will confirm whether it has been set up properly. Please allot a minimum of 1 week to ensure the configuration is correct and to allow for troubleshooting if needed.

3. For future users, please be sure to add them into the Exchange Group that has been created so that Clari can index the activity into the platform.

Scopes

In Scope

• Clari connects to your email and calendar sources and analyzes the items in the context of the opportunities owned by your sales reps, managers, and directors. Clari utilizes Exchange’s Graph APIs for secure connections to your email and calendar. All requests to Exchange are made using a restricted scope (Read-Only), which restricts what information Clari can retrieve.

• Adding support for connecting to Exchange via Microsoft Graph API instead of EWS.

• Clari supports the following scopes:

  • Read emails for a single user

  • Read emails for an Exchange group

  • Read calendar for a single user

  • Read calendar for an Exchange group

Clari utilizes the following scopes when using the Graph API:

• https://graph.microsoft.com/Calendars.Read

• https://graph.microsoft.com/Mail.Read

• https://graph.microsoft.com/offline_access

• https://graph.microsoft.com/User.Read

Out of Scope

• Replacing EWS entirely with Microsoft Graph API

• Any scope beyond reading of emails and calendars