- Welcome to the Knowledge Base
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
- Logging In
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Dropbox
- Workbooks Exchange Server Sync
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Reporting Explained
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Exporting Reports
- Advanced Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
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- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
Releases & Roadmap
- June 2021 Release
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Installing the Outlook Connector
Upgrading from a previous version
If you are using an older version of the Outlook Connector you will need to access the latest version by downloading it from our 'Download/update the Outlook Connector' page.
The Workbooks Outlook Connector allows the user to simply upgrade without having to uninstall previous versions first. To do this, simply run the installer as detailed below and if an installation of the Connector is detected you will be prompted with the following message:
If no installation is present, the installation will carry on as detailed below. Apart from the screenshot above, the installation process is the same as installing the Workbooks Outlook Connector on a new machine.
First time installation
The short video below runs through how to install the Outlook Connector.
Alternatively, please follow these written steps below to install the Outlook Connector.
Please be aware that anti-virus scanners might prohibit the download of the Connector files.
In this situation, you may need to temporarily disable your security system to allow the download but of course, remember to activate it again.
Step 1: Running the installer
Using the download link on the System Requirements & Download page, you can obtain a copy of the Workbooks Outlook Connector suitable for your environment. The version you require depends on whether your Outlook installation is 32 or 64 bit. Your internal IT team will be able to provide detail around which version you should download.
Depending on your browser settings, the download might be stored in a different location to this guide. For the purposes of this example, the browser has stored this in the Downloads Folder. Double-click on this to start the installation. Again, dependent on your Windows settings, you could be presented with a run or cancel dialog box, click run to begin the installation if required.
Step 2: Run the Installation Wizard
Once you have run the installer it will prompt the Install Wizard to start. This should be straightforward to run and you will only need to decide whether you want to change the location of the files for the Outlook Connector, though as best practise we advise that these are left as the default.
If successful, you will see one final screen; click Finish to complete the installation.
Step 3: Restart Outlook
In order to complete the Install you will need to restart Outlook, once Outlook has been restarted you will see a new box appear in the bottom right hand corner of the screen.
You may notice that your outlook changes appearance once you have installed the Outlook Connector. The Outlook Connector will change Outlook to the folder view, in order to change it back to the default view you can select the Email icon at the bottom of the toolbar on the left hand side of your screen, this will reset the view.
Step 4: Log into Workbooks with the Outlook Connector
When you click in the black box that has appeared in the bottom right hand corner it will open a new window that will ask you to sign in using your Workbooks details in order to sync your Emails to your Workbooks account.
Server: This is the connection to the Workbooks service, this should not be changed.
Email address: the email address of your Workbooks Account used to login.
Password: This is the password for your Workbooks Account
Database: The Database that you will be connecting to when logging into Workbooks. You will need to use the Get databases list this will then populate this field with all available databases that you have access to.
Advanced: From here you can configure the Proxy settings of the Outlook Connector. This controls how you are connecting to the Outlook Connector service. Most users will need to use either a direct connection or their Internet Explorer settings.
Step 5: Configure the Outlook Connector
Once you have signed into your Workbooks Account you will need to select the popup window, this will trigger the install of the Outlook Connector. This is broken down into a number of stages each allowing you to configure a different aspect of the Outlook Connector.
The first stage of the configuration is to set up which Records will be synced with your Outlook Connector within Workbooks. Initially you will see a list of every record type that can be synced with the Outlook Connector, any record that is syncing will have a tick in the box next to the Record’s Icon.
Note: We recommend only syncing People, Meetings, Tasks and Emails as these are the primary record types used by the Outlook Connector. Removing any unnecessary records will also reduce the sync times.
If you then select the Record’s Icon you can see the filters that have been applied to the record type when selecting what to filter. By default the Record will need to either be assigned to or watched by you.
You can then remove any of the filters by selecting on the bin icon, or added back in by selecting the funnel with a plus icon at the bottom of the filters page.
When selecting to add a new filter this will open a new window where you are able to select the Field you want to match on, the Condition and the value it should be looking for. These can be as specific as required, for example you may only want to sync people with a specific email domain:
Once you have configured the filter settings for each Record Type, if required Save and Close the Filter page and you will then continue on to the next step.
The next step allows you to configure the frequency and settings around synchronisations. Such as whether you are notified of when a sync happens and how often they should occur.
Synchronise in both directions:Set the frequency of a two way sync so new Workbooks records are created in Outlook and new Outlook records are created in Workbooks. This can be set to run at intervals from every 30 minutes to once a week.
Synchronise recent changes from Outlook to Workbooks: Set the frequency of a one way sync so new Outlook records are created in Workbooks. This can be set to run at intervals from every two hours to once a day.
Show progress during automatic synchronisation: Selecting this means that during a sync a progress bar will appear on the screen within Outlook.
Show Summary: Selecting this button will display the Control Panel so you can see if there are any outstanding issues from your most recent sync.
The next stage configures your advanced setting, allowing you to further configure the Outlook Connector to fit your exact requirements, such as email size and whether new records should be automatically synced with the Connector.
Always share with Workbooks new: Appointments, Contacts and Tasks: When any of these new records are created within Outlook they will be made shareable with Workbooks and created when the sync next runs.
Show control panel on conflicts and deletions: When a sync runs, if any conflicts or deletions are encountered during the process the Control Panel will be automatically opened to allow you to resolve these before the sync is next due to run.
Size limit for email creation in Workbooks: Here you can apply a maximum size limit to any email that can be processed by the Outlook Connector where a limit can be applied of up to 100MB. This is the limit for the entire email meaning rather than for individual attachments to the email itself.
Remove attachments if email size would exceed this limit: Applying this setting means that if an email exceeds the size specified in the previous setting then the body will still sync to Workbooks without the attachment. This allows you to retain communication visibility while using less storage space.
Here you can select whether you want Contacts, Emails and Meetings to be automatically configured to a shareable state. You can then include or exclude these record types in the future from the Options area.
Converting Items automatically means that records can be quickly synced from Outlook to Workbooks without too much configuration from the User.
Step 6: First Synchronisation
The final stage of the installation is to run the sync for the first time. Depending on the number of records you are syncing this may take longer than any other syncs as records may need to be converted to a syncable state.
While the sync runs you will be able to monitor the progress from the popup window that will appear, however this can be hidden to run in the background by selecting Hide.
Once the sync has finished if you have the Show control panel on conflicts and deletions setting enabled the Control Panel will appear if issues have been encountered so that they can be rectified, otherwise the sync will then continue to run on the defined schedule.