Connect a Shared Microsoft Email Mailbox

You can link a Microsoft Exchange account, also known as Microsoft 365, to GetMyInvoices . Sign-in uses Microsoft's OAuth process.

Step 1 Add an email account

1. In the dashboard, click your account name in the top right corner.
2. Select Email Accounts from the drop-down menu.
3. Click Add Email Account.
4. Select Set up invoice import directly.
5. Select the Outlook tile.

Step 2 Sign in to Microsoft

1. Complete Microsoft's OAuth process.
2. Select the Microsoft account you want and link it to GetMyInvoices.

Step 3 Add the shared mailbox

1. Click Add Shared Mailbox.
2. Enter the email address of the mailbox you want to link, then click Link.

Note: Make sure the mailbox exists in your email account and that you have access to it.

Step 4 Select the folder

1. Scroll down to the Shared Mailbox section.
2. Select the folder you want to import from.
3. Click Next.

Step 5 Set the import method

1. Choose the desired import method .
2. Optionally set a start date.
3. Click Next.

Your shared mailbox is now linked to GetMyInvoices for invoice import.