There are three ways to connect your Microsoft Outlook account to SpinOffice CRM. In all cases SpinOffice uses the IMAP protocol. Connect your Microsoft Outlook with:
- username and password: instant access to your account without any security layer.
- OAuth 2.0: instead of storing the username and password of your account, we use an access token and refresh token provided by Microsoft. These tokens are given to us as third-party, not the actual login data. Follow these steps for configuration with OAuth2.0.
- App password: instead of storing the username and password of your Outlook account, SpinOffice uses an App password that you create in your Outlook account.
In this support page, we will show you how to add a Microsoft Outlook account with an App password.
To create a new App password for SpinOffice, take the following steps.
- First, turn on two-step verification for your Microsoft Outlook account. This is required. Two-step verification helps protect you by making it more difficult for someone else to sign in to your Outlook account. It uses two different forms of identity: your password, and a contact method like your phone.
- When done, go to the Security basics page and sign in to your Outlook account.
- Select Advanced security options. The following screen will appear.
- Under App passwords, select Create a new App password.
- A new App password is generated and appears on your screen.
- Copy this password to your clipboard.
- Go to SpinOffice and enter the App password in the password field of the email configuration wizard.
- Choose Connect and SpinOffice will use this App password to connect to your Microsoft account.
If you have problems going through the above steps, please contact us.
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