The Office 365integration is currently available as a part of a beta trial. To access the integration, please contact email@example.com
Accelo's Office 365 integration makes it easy for you and your team to stay up to date by syncing all of your work automatically.
To connect your Office 365 account to Accelo, follow these simple steps:
Connecting your Office 365 account allows you to automatically sync your Office 365 emails with Accelo. The integration will automatically sync emails in your Inbox and Sent Items folders with Accelo.
To begin syncing your email, simply enable these two settings:
Accelo syncs new emails every 15 minutes.
Accelo offers a robust set of email privacy tools to ensure that your private messages remain private. Check out our email privacy guide for more information.
Accelo will automatically store your emails under the relevant company and contact, in their Stream. The easiest way to view all of your messages is via the Inbox.
Bill your clients for all of your meetings, ensure that your schedule is accurate when planning new projects and never miss another meeting using the calendar sync. The calendar sync will pull all of your meetings and appointments from Office 365, displaying them on your schedule in Accelo and automatically linking client meetings to the relevant company and contact.
To enable the calendar sync, simply switch the Calendar Sync setting on.
Accelo will automatically store your meetings under the relevant company and contact. You can view your full schedule in the My Schedule tool.
Internal meetings, or meetings which only include you (such as reminders you've created for yourself) will be imported as External Events. External Events are only visible to you, but can be easily converted into meetings which you can log your notes and time for. Check out our guide to External Events for more information.
Yes! Simply create a Meeting in Accelo with your clients and colleagues as normal, and it will appear in your Office 365 calendar.
Accelo syncs your calendar every fifteen minutes.
The Contact sync makes it easy to keep your contact records in sync between Accelo and Office 365, and with your colleagues. The sync is bi-directional, automatically syncing all new and updated contacts between your Accelo and Office 365 accounts.
When enabled, the contact sync will automatically sync all contacts in Office 365 with Accelo and vice versa, allowing the email sync to sync emails exchanged with those contacts. This can lead to some non-business-related contacts being created in your Accelo account, and syncing email. For more information on how to ensure that correspondence with these personal contacts remains confidential, check out our email privacy guide.
To enable the calendar sync, simply switch the Contact Sync setting on.
The contact sync includes the following information:
The contact sync automatically syncs all new and updated contacts with all users who have enabled the contact sync, ensuring that all users have access to the same contacts in Accelo and in Office 365.
Contacts are synced in real-time.
The task sync makes it easy to keep track of your work both in and out of Accelo by pushing all of the tasks assigned to you in Accelo to Office 365.
To enable the sync of tasks, simply switch the Task Sync setting to on.
The task sync includes the following task details:
No. The task sync does not pull new tasks in from Office 365.
Tasks are synced every 15 minutes.