Xero HQ - Outlook add-in from Xero on Vimeo.
If you use Microsoft Office 365, you can now connect your Xero HQ practice to Outlook. This new add-in lets you save emails as notes directly into client records in Xero HQ.
To get started, you’ll first need to find and install the Xero HQ add-in in Microsoft Appsource.
To do this, go to the appsource store and search for the Xero HQ add-in. On the Xero HQ listing, click “Get it now”.
Sign-in with your Microsoft credentials, and the add-in will be connected to your Office 365 Outlook account.
Now, go to your Outlook inbox.
Here we have an email and attachment that we’d like to save as a note on a client record, just hit the Xero logo.
If this is the first time you’re using the add-in, you’ll need to start by signing into Xero.
Log in using your normal Xero credentials.
Choose the practice you’d like to integrate with Outlook, then Connect to Xero.
Now, choose the client you’d like to add the note to. Add any tags that should be on the note.
To include any email attachments on the note, choose them from here.
Finally, you can pin the note to the top of the Notes section of the client record if needed.
When you’re ready, select Save to Xero HQ.
On the Clients screen of Xero HQ, open the client record.
On the Notes tab, the email has been added as a note along with the attachment.
Any staff in your practice that have access to Xero HQ can now see the emails and any attachments, saving the pain of forwarding emails to multiple staff!
Keep all your client correspondence in one place with Microsoft Office 365 and Xero HQ.
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