How to add my Microsoft Outlook email account?

Modified on Wed, 10 May 2023 at 02:35 PM

We advise to configure your Outlook account in SpinOffice with OAuth 2.0. With 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 the steps to add your Outlook email account:

  1. Before integrating your email account, make sure to sign out of your Outlook account. This is to prevent us from connecting to an incorrect Microsoft account that is already signed in.
  2. Return to SpinOffice.
  3. On the Home dashboard or the Inbox, click on Configure email.
  4. Choose Outlook.
  5. Please input your email address and click on Start.
  6. SpinOffice will give "Settings found!".
  7. Click on Connect to continue.
  8. You will be redirected to the Microsoft login page within a new browser tab. If this page does not open, check if your web browser blocks the action and allow the popup.
  9. Log in to your Microsoft Outlook account with your login details.
  10. After you log in, you are requested to give permission for SpinOffice to access your mail.
    OAuth 2.0 permission SpinOffice
  11. Click on Accept
  12. You are done now, and you will be lead to our website.
  13. Return to SpinOffice CRM and your email account should be ready to use.

If you have problems going through the above steps, please contact us.

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