Connect Microsoft/Outlook Email Account

A Microsoft Exchange account (also known as Microsoft 365) can be linked to GetMyInvoices once the required setup is complete.

Step 1

• Click on the account name at the top right of the dashboard.
• Select “Email Accounts” from the drop-down menu.
• Click on “Add Email Account.”
• Choose “Set up Invoice Import directly.”
• Select the Outlook tile.

Step 2

• Go through the Microsoft OAuth process.
• Select the desired Microsoft email account and link it with GetMyInvoices.

Step 3

• Choose the folder for import.
• Click Continue

Step 4

• Select and save the appropriate import logic under Import Rules.