Overview
Microsoft Outlook allows you to work efficiently with email, calendar, contacts, tasks, and more, all together in one place. Microsoft Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles.
Microsoft Outlook + Xero
Xero and Microsoft work together to power your Microsoft Outlook applications with all the contact information you have stored in Xero. View your Xero contacts in your Microsoft Office inbox and calendar to send emails, schedule meetings, and view related tasks for you to do. Update and use them on your iOS and Android devices too if you choose. That means you can always be sure that you have the latest contact information in the places you need it most.
Once the integration is set up, each time a contact is created or updated in Xero, the contact data flows automatically into Microsoft Outlook. Your Xero contacts are grouped together in Microsoft Outlook so they don’t get mixed in with your other contacts such as personal email addresses.
Getting started
- You’ll need to be subscribed to a Xero premium account, and a Microsoft Outlook or Office 365 account.
- In Xero, select App marketplace then Connect app.
- Choose Microsoft Outlook and enter your Microsoft login details.
- You’re done. All updates to new or existing contacts in Xero are reflected in Microsoft Outlook.
Note: All subscription management of contacts is handled by Microsoft. Please make sure that your Xero contacts are happy to receive digital communications from Microsoft.
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