Description

The Outlook integration feature allows users to sync their Outlook calendars and email with Insellerate. This article describes how to sync your Outlook calendar to Insellerate.

The syncing feature is one-way from Outlook to Insellerate. If you update Outlook, it will update to Insellerate. Once established, if your Outlook integration is disconnected for any reason (such as a change of password or access expiration per company rules), you will receive an email letting you know that your calendar must be reconnected.

Invitations corresponding to an application or contact in Insellerate are automatically linked in the Outlook integration. The user must be assigned or have access in order to view the application or contact for the event to be associated. The system will only attempt to link invitations containing a single invitee. In instances of multiple matches, the system will link the invitation to the most recent lead with activity.

Instructions

1. Select User Profile from the User Avatar dropdown list.
   
   

   Open

   

    

2. Click Third Party Integrations in the User Profile popup window.
   
   

   Open

   

    

3. Turn the Calendar Integration toggle to Yes. A Reauthentication button appears and the Microsoft Login popup window opens.
   
   

    

4. Log in to Outlook. If your organization requires admin approval:

   • Enter your justification.

   • Click Request approval.
     
     

      

   • Note: The Reauthenticate button will appear in the Third Party Integrations section of your User Profile once your request is approved. If you change your Outlook password, you will need to return to the User Profile and click the Reauthenticate button.
       

5. Click Update.

6. Outlook calendar items will now be visible in inFlow. 
   
   

7. To view the details of the calendar entry:

   • Right-click on the event.

   • Select Edit. The invite will open and the details will be visible.