Set-up Outlook Add-in
Set-up the Outlook Add-in to easily log emails and add contacts
Kinabase has an Outlook Add-in that allows you to add Contacts and Organisations from your emails directly into Kinabase, and log emails in your activity timelines.
To use the Outlook add-in, you need to make sure that your Kinabase organisation is connected to Microsoft 365. Learn more
1. Enabling Outlook Add-in
Please note: to enable the Outlook Add-in, you must be an admin of your Kinabase organisation.
To enable the Outlook Add-In:
- Go to Settings → Integrations → Email Integration
- Enable Outlook add-in using the toggle switch on the right hand side.
2. Link your Collections
To directly add Contacts and Organisations from your emails in Kinabase you need define which collections represent Contacts and Organisations in your current set up. By linking these collections, you can then select the fields that can be automatically filled in with the information from Outlook.
To enable automatic logging to Contacts or Organisations:
- Go to Settings → Integrations → Email Integration
- Under Contacts, choose your equivalent collection and map the name and email fields
- Under Organisations, choose your equivalent collection and map the name and website fields (must link to contacts)
- Click Save to confirm your settings.
Remember your collection names may differ, such as "Contacts" and "Companies" instead of "Contacts" and "Organisations", but these collections must have an email field and name field to log emails correctly.
3. Installing the Outlook Add-in
The Outlook Add-in can be installed in two ways, depending on your operating system:
Installing the Add-in for all 365 users
To deploy the Kinabase Outlook Add-in to all Microsoft 365 users, you need to be an admin of your Microsoft 365 organisation. Follow the steps below:
Please note that Outlook Add-Ins can take up to 24 hours to deploy to your organisation.
4. Accessing the Outlook Add-in
Ensure that the "Link to Kinabase" button is always visible in the toolbar when you are viewing an email. This will allow you to quickly log emails and add contacts without having to search for the button.
Follow these steps for your Operating System:
Now that you've installed the Outlook Add-in, you can use it to log emails and add contacts directly from your Outlook client - read the next article to learn how to use it.
If you have any issues please contact your System Admin or our Support Team.