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How to Set up Acumatica Plugin in Outlook or Gmail

  • November 29, 2024
  • 5 replies
  • 242 views
F
Freshman I
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Here’s the sample on youtube

I am having a hard time looking for a reference for proper setup.

Best answer by RaphaelPfaff12

Here the guide https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=875b6f76-2820-4ea9-a420-7f7a8bbfb619

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5 replies

RaphaelPfaff12
Semi-Pro II

Here the guide https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=875b6f76-2820-4ea9-a420-7f7a8bbfb619

Chris Hackett
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  • Chris Hackett
    Chris Hackett
RaphaelPfaff12
Semi-Pro II

and here for gmail https://acumatica-builds.s3.amazonaws.com/builds/zip/software/addon/gmail/Acumatica-Gmail-User-Guide.pdf

Chris Hackett
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  • Chris Hackett
    Chris Hackett
Nilkanth Dipak
Semi-Pro I
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Hi ​@Fie,

Please find the below link to Using the Acumatica Add-In for Outlook.
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=875b6f76-2820-4ea9-a420-7f7a8bbfb619

You can download Outlook add in manifest from User profiles screen as below.



Hope, it helps!

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Chris Hackett
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  • Chris Hackett
    Chris Hackett
Manikanta Dhulipudi
Captain II
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​@Fie 

https://www.youtube.com/watch?v=uAmzYn5JbJ0

https://www.cs3technology.com/cs3-technology-feed/acumatica-outlook-add-in

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
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  • Chris Hackett
    Chris Hackett
B
Freshman I
  • beckyg60
  • Freshman I
  • 4 replies
  • December 4, 2024

This was also a helpful article from Microsoft. https://support.microsoft.com/en-us/office/use-add-ins-in-outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8

Chris Hackett
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  • Chris Hackett
    Chris Hackett

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