Before you download and install the Workbooks Outlook Connector we recommend that you run through the following steps. This will minimise the risk of encountering issues 

Check our System Requirements page

Ensure that the Workbooks Outlook Connector is compatible with your version of Windows and Outlook. The versions that we support can be found on our System Requirements page.

Check for a corrupt OST or PST file.

The correct operation of the Workbooks Outlook Connector is not guaranteed if you have a corrupt OST file. An OST is an Offline Folder file which is maintained by Outlook so that you can access your emails, contacts, and calendar entries while not connected to the Exchange Server. As a precaution, we recommend that before installing the Connector you remove and re-create your OST file. The Microsoft Office Knowledge Base provides some additional instructions on how to carry out this task.

Check to see whether you have the Microsoft Business Contact Manager add-in installed.

If so please disable it or uninstall completely as this is not currently compatible with the Workbooks Outlook Connector. The Microsoft Office Knowledge Base is a good starting point for this information but there are other sites available which provide instructions on how to carry out this task.

Make sure you know which Outlook Profile you will be using

Note: If you only have one Outlook Profile then this will not apply.

You may have multiple Profiles connected to your Outlook, such as your personal profile and your business profile. If this is the case then you must choose which one the Workbooks Outlook Connector will use, as you will only have full functionality on one Outlook Profile. When installing the Workbooks Outlook Connector it will select whichever one Outlook loads by default. 

To find out which Profile is your default within Outlook go to File > Account Settings > Manage Profiles > Show Profiles. From here you can select which Profile will be loaded by default, and hence which one the Outlook Connector will use. 

Close Outlook before you run the installation.

The Outlook Connector will require for you to restart Outlook while it is installing, closing Outlook beforehand bypasses this step and will make for a faster installation process.

Ensure the Workbooks Outlook Connector is enabled for Users

In order to use the Outlook Connector you will need to ensure that this is enabled on your database as well as for each User account that will be using the Connector. Full instructions on how to check to see if this has been enabled can be found on our Knowledge Base.