Configuring MS Outlook Plug-in (Mac)
We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.
Sign In to Zoho CRM Plug-in for Microsoft Outlook
- Open Microsoft Outlook and click
icon from the Menu Bar and click Log In.
- In the Log In window, click Sign In.
You will be redirected to Zoho Accounts page in your default browser. - Enter the Email Address/Phone Number, Password and click Sign In.
- Read the information that the Zoho CRM Outlook plug-in would like to access and click Accept.
Please note that once you click Accept, it will take approximately 10 seconds for you to sign-in.
Sign In to Zoho CRM Plug-in When Two Factor Authentication is Enabled
- Go to https://accounts.zoho.com/
- Click the Two Factor Authentication link.
- In the Two Factor Authentication page, click Manage Application Specific Passwords.
- In the Application Specific Passwords popup, do the following:
- Enter the Device (or) App Name in the text box.
- Specify the Current Password that is used to log in to Zoho.
- Click Generate. A random password will be generated.
You can use the email address used to log in to Zoho and this generated password, to sign in to Zoho CRM Plug-in for Microsoft Outlook.
Set Up Categories and Folders for Contacts, Tasks and Calendar
- In Menu Bar, click
- In Settings dialog box, click the corresponding Change link for Contact's/Task's Folder.
The records will be synchronized from the selected folder only. - Click the Change link corresponding to Calendar's Category and do one of the following:
- Select Zoho Category. Only the records from this category will be synchronized.
Select all categories if you want all the records (irrespective of the category) to be synchronized. - Select the categories of your choice to sync only the records under those categories.
- Click Ok.
Configure Conflict Resolution Settings
- Click
- In Settings dialog box, for Conflict Resolution, choose one of the following:
- Zoho Win - The values from Zoho CRM will overwrite the Microsoft Outlook values.
- Outlook Win - The values from Microsoft Outlook will overwrite the Zoho CRM values.
- Click Ok.
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