Knowledge base

Getting started

How to start

• 1. Getting started with SpinOffice
• 2. General information
• How to get started?
• How do I import my data from another CRM?
• Can I get a SpinOffice training?
• Can I get a free demo tour of SpinOffice?
• 15. Training & support
• What does support cost?

Email

Linking email account

• How do I add a new email account?
• How do I add my Office 365 email account?
• How to add a Google or Gmail account with App Password?
• How to add my Microsoft Outlook email account?
• I get a 'Failed unknown error' when configuring an iCloud, me.com account. How to resolve?
• I cannot configure my email account. What should I do?
• How to add a Microsoft Outlook account with App password?
• How to add an Office 365 account with App password?
• Which parts of Google Workspace can I connect?
• Does my email sync with my mobile devices?
• What is the difference between POP3 and IMAP4?
• Setting up iCloud mail in SpinOffice with 2-step authentication or App password
• Is my entire mailbox being retrieved in SpinOffice?
• Sent items on my iPhone/iPad do not sync with SpinOffice. How to resolve?

Using email

• 6. The Inbox
• 5. The Email integration
• Why use SpinOffice for sending emails?
• How to send a mass mailing?
• How do I personalize my email signature?
• How to create my own email template?
• How to enable notifications for new emails?
• How do I send a scheduled email?
• Does my email sync with my mobile devices?

Sender & delivery

• 'Undelivered Mail Returned to Sender' failure for sending emails.
• How to set up Email Domain Authentication (SPF and DKIM)
• What is DKIM and how does it work?
• How to check the SPF records of my domain?
• Why emails may be delayed?
• What does SpinOffice do with spam?

AI in Email

• What AI features does SpinOffice have and what can I do with them?

Contacts

Create & edit

• 3. The Contacts section
• How do I add a new contact to the database?
• How do I add a new Contact type?
• How do I adjust a contact's details?
• What can I do with Contact types?
• How to create Parent-Child Relationships?
• Can I view logs of changes made to contact details?
• How do I add a States or Provinces field to a contact card?

Synchronization

• How do I get my contacts in sync with my mobile devices?
• Contacts Sync - iOS (iPhone & iPad)
• Contacts Sync - Android
• How do I get my contacts in sync?

Import & Export

• How do I import a group of contacts?
• How do I import my contacts from Gmail?
• How do I import contacts from Mac Address book?
• How to convert Mac Address Book vCards to Excel / CSV in order to import them in SpinOffice
• How can I export my contacts?

Tags, Filters & Groups

• How do tags work?
• How do I filter contacts for mailings?
• How do I do a bulk action for contact changes or group mailings?
• How to move all contacts from my favorite lists to tags?
• How do I get a quick overview of my prospects?
• How to move all keywords

Merge & Clean up

• How do I delete contacts?
• How do I merge the duplicate contacts?
• I deleted all/multiple contacts, what to do now?
• I linked an email address to the wrong contact. How to detach?

Calendar

Appointments & settings

• 7. The Calendar
• How do I create an event in the calendar?
• How to import my calendar(s)?
• Can I get notifications for appointments?
• Does SpinOffice contain a shared office calendar?
• How do I sync my calendar in SpinOffice with Mac Calendar?

Synchronization

• 14. Synchronization
• Does my calendar syncs with my mobile devices?
• What does CalDAV mean?
• CalDAV calendar Sync - iOS (iPhone & iPad)
• Calendar Sync - macOS
• Calendar Sync - Android
• How to solve the CalDAV sync error 'CalDAV account verification failed'?

Tasks and Kanban

Tasks & Kanban

• 9. Kanban board
• How do I create and manage tasks in SpinOffice?

Archive and Files

Archive & Files

• How does the SpinOffice archive exactly work?
• Are my emails automatically linked & archived?
• How to import files & to link them to contacts?
• How do I add emails to a folder?
• How do I link an email to a contact or multiple contacts?
• 4. The Archive
• 8. Files, folders & the folder list
• 10. Call reports & memos

Templates

Templates

• Document templates
• Email templates
• How to add the Content part in my email template?

Integrations

WhatsApp Business

• What is the WhatsApp Business integration?
• How to activate WhatsApp Business
• WhatsApp Business templates categories

Phone

• How to activate the Xelion VoIP integration
• Calling from SpinOffice (Click-to-Dial) does not work

Invoicing & Bookkeeping

• How to activate the e-Boekhouden.nl integration
• How the invoice module and the e-boekhouden integration work?
• Mollie integration

Microsoft Teams

• How to activate the Microsoft Teams Integration

SpinOffice API

• Does SpinOffice have an API?

Account settings

Account settings

• How do I change the date format?
• How to activate / deactivate AI-features?
• How can I change the prefered language?
• How do I change my password?
• I forgot my password, what to do now?
• How to adjust my login email address / user name?
• What are credits and where are they used?
• 12. Administration menu options
• 16. All options in CRM preferences
• I forgot/lost my phone, now i can't login with two-factor authentication.

Account, License and Payment

Account, License and Payment

• What does the paid version of SpinOffice cost?
• How do I upgrade my storage?
• How to renew my Pro account?
• How do I terminate/cancel my Pro account?
• What happens to my data when I don't renew my Pro license(s)?
• How to add a new user including a Pro license?

Users, Roles and Rights

Users, Roles and Rights

• 13. User rights and Permissions
• What are the benefits of working together as team in SpinOffice?
• How do I manage users & their permissions?

Storage and Security

Storage and Security

• How long does it take before I can start?
• What happens with my personal contact details?
• How do I know that my data is kept safe?
• For how long my database will be stored?
• Will there be backups created of my data?
• How to enable two-factor authentication in Pro?
• Are my messages sent via a secure connection?
• How does SpinOffice handle my data?
• How will data leaks be reported?
• What does SpinOffice CRM do to be GDPR compliant?
• How can I delete my SpinOffice database?
• For how long are deleted items from the database stored in a backup?

Installation

Installation

• How do I install SpinOffice CRM on my desktop?
• Which Mac OS X versions does SpinOffice support?
• Menu & tabs
• Mac keyboard shortcuts
• Switch from App Store version to 'local' version on website
• Is it difficult to setup before I am able to use it?
• Does SpinOffice require dedicated IT support staff?

Problem solving

Problems

• SpinOffice won't start. What should I do?

Videos

Watch our videos discussing key features of SpinOffice.

Setup and using SpinOffice

• Video (01:25) - Office 365 email account configuration
• Video (01:18) - Gmail account configuration
• Video (01:43) - The use of tags explained
• Video (01:37) - The use of the Kanban board to manage tasks

What can SpinOffice do?

• Video (01:30) - The benefits of the email integration
• Video (01:23) - The benefits of using the calendar