Getting started with SpinOffice

Welcome to SpinOffice! Once your payment has been received, we create your database and send you your login details. This article shows you how to get started in five steps. Prefer to watch? The video below shows you where everything is in 5 minutes (in Dutch).

Logging in

You can use SpinOffice in your browser, in the desktop version for Windows and Mac, and in the app. You log in everywhere with the login details we sent you. Use the desktop version as well as the web version: some features, such as importing contacts from Excel, only work there.

Read more: What do you need to use SpinOffice?

The first time you log in, you land on the Home dashboard and get a short tour. Take a moment to go through it, so you know straight away where everything is. Read more: The main screens

Get started in five steps

1. Set up your profile

Fill in your details, set up your email signature and notifications, and choose your language. Read more: Setting up your profile

2. Connect your email account(s)

Go to your Inbox and click Add email account. Choose Microsoft 365, Gmail or another email account. Your emails are then automatically linked to the contact with the same email address. Do you use several addresses, such as info@ and your own address? Add them all.

Read more: Adding an email account · Connecting Gmail or Google Workspace

3. Import your contacts

In the desktop version, choose Import > Contacts in the main menu. You import a file in CSV, XLS or XLSX format, for example an export from Outlook, Google, LinkedIn or your previous CRM. Do you use Microsoft 365 or Contacts on your Mac? Then you import your contacts in one go, without a file.

Read more: Importing contacts · Video – Importing contacts from Excel · Importing Mac Contacts

4. Connect your calendar

Do you use Outlook? Then your SpinOffice calendar syncs both ways with Microsoft 365, so you also see your appointments on your phone.

Read more: Syncing your calendar with Microsoft 365

5. Add your colleagues

In the main menu, choose Add user. Each colleague gets their own login details, and you work together in the same database, with shared contacts, tasks and calendars. You set what someone can see and do under Administration > User settings > Rights.

Read more: Adding a user · Managing users and rights

Next steps

• Creating your first contact
• Sending your first email from SpinOffice
• Scheduling your first appointment and task
• Ten tips for your first week
• Decide which contact types and tags you want to use: Contact types · Using tags

Need help?

We're happy to help you set up your account. Call +31 70 311 5403, send a WhatsApp message to +31 70 311 5403 or email support@spinoffice-crm.com. We're available on working days from 8:30 to 17:00 (CET).