- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Mail Shots
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign 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
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Before downloading the Outlook Connector
Setting up the Workbooks Outlook Connector happens in five main steps:
1. Download and install the software
A link to the download is given below. You should confirm that the Workbooks Outlook Connector is compatible with your environment by reviewing the system requirements before progressing.
2. Configure proxy settings (if required)
This is where the user is able to configure proxy settings if you are using a web filtering service. This may or may not be applicable to your environment. Your IT team will be able to provide information around this if required.
3. First Run Assistant (FRA)
This is the initial wizard that will be seen by the user when they open Outlook for the first time after installing the Workbooks Outlook connector.
4. Set up Outlook Connector Filters
This is important so that the Connector synchronises the correct records ensuring easy use and speedy relationship creation between emails and other record types.
5. Configuring Synchronisations
This will allow a user to configure how often an automatic synchronisation will take place.
Before you begin
1. Ensure that the Workbooks Outlook Connector is compatible with your environment.
Review the information on our System Requirements page.
2. Check for a corrupt 'OST' 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.
3. 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.
4. Make sure the Workbooks Outlook Connector module has been activated on your database.
If you are unsure, ask your Workbooks System Administrator to check this for you. The Module can be enabled within Start > Configuration > Users & Security > Licences & Modules > Modules. Simply check the box for the Workbooks Outlook Connector and then Save.
5. Allocate the Workbooks Outlook Connector licences to your users.
To do this, click Start -> Configuration -> Users & Security -> Users. From here, find the user that you wish to allocate a Workbooks Outlook Connector licence and open their record. In here, you'll simply need to check a box to allocate a licence to that particular user.
6. Close Outlook before you run the installation.
Although not essential, the installation will require a restart of your machine if not. During the installation, you will be prompted with the following message.