Adding Outlook Accounts that Forward Email to Conexiom

Add Outlook email accounts that automatically forward email to Conexiom, removing the need for team members to forward them manually.

Adding an Outlook Email Account

To add accounts that automatically forward email to Conexiom, follow these steps:

1. In the left navigation rail, click the Settings icon, to open Settings.

2. Click Outlook Integration. The Outlook Integration Settings page displays.

3. In the Email Address field, enter the email addresses you want the system will listen for. For example, enter “example-name@example.com.” A Connection Request is then sent to that address. You can enter multiple addresses if you enter a comma and a space between each address. For example, enter “example1-name@example.com, example-name2@example.com, example3-name@example.com.”
   Note: Only Outlook-compatible email addresses will work. These include addresses from Outlook, Hotmail Live, Office 365, as well as Conexiom email addresses.

4. Click Add Email. Under Connected Email Addresses, a listing of the email address is displayed. (See the image “Outlook Email Integration, Email Addresses,“ above.)
   When the recipient responds to the connection request in their email inbox, the status reads as “Connected.” If the recipient does not receive the Connection Request, click Resend Email in that listing.

After configuring filters, (described next), when integration is complete, appropriate order-related emails to that address will be automatically detected and forwarded to Conexiom.

Either the email will be sent to Conexiom, or it will not be sent. Your inbox will provide clear labels for each case: “Sent to Conexiom” or “Not Sent to Conexiom.” Following are two examples for the inbox of the fictional user, “Webtest Guy.”

If the document is sent to Conexiom but encounters an issue during processing, a listing will display in either with a “Not Processed” status or it will trigger an alert that requires review.

Note: The above are fictional, example email messages. Your emails should look similar to them, but may not be identical in every way due to differences in your organization’s system preferences and settings.