In this article

• Objective

• Before you begin: Supported versions

• Steps

  • Hot Tips!

    • Installing the add-in

      • I can't find Get Add-Ins!

    • Accessing the add-in

• A note on access and visibility

Objective

Use the Coconut Add-In for Microsoft® Outlook to be able to perform many everyday tasks in Coconut from Outlook, such as:

• Creating new appointments

• Creating new clients

• Answering appointment-related questions

• Viewing existing appointments

• Accessing appointment start/stop timers

• Editing appointment statuses

NOTE: Microsoft Outlook Add-In is an optional add-on. Please connect with your Customer Success Manager to get started.

NOTE: For details on how to connect the add-in for multiple users, please refer to this article.

Before you begin: Supported versions

A combination of factors determines whether the add-in can be used with your account. This includes whether your organization is using a cloud or desktop version of Outlook, your browser when accessing Outlook online, and whether your organization has applied specific cumulative updates to its email server.

For more information, please refer to our overview article.

For an optimal experience, Coconut recommends:

• Ensuring you’re using the web version of Outlook, and not the desktop application

• Using a retail version of Office 2016 or higher, with Edge WebView2 installed

  • NOTE: For more detailed versions information, please refer to this article

• Accessing Outlook online from Microsoft® Edge

Steps

The Microsoft® Outlook Add-In is added through Outlook. For more information on add-ins, please refer to this article.

For details on how to add the Coconut Outlook add-in, please refer to the You can also add add-ins from a URL or file section of the article noted above.

Hot Tips!

Installing the add-in

• In Outlook, when selecting what type of custom add-in you are adding, select Add from URL

• When prompted to enter the URL, use the Coconut manifest URL:

  • https://assets.coconutsoftware.com/outlook/manifest.prod.xml

I can't find Get Add-Ins!

For troubleshooting how to add the Get Add-Ins functionality in your Outlook, please refer to this article.

NOTE: Depending on your organization's settings, if using the web version of Outlook, you can also try these steps to add the Get Add-Ins option:

1. From your mailbox, click View

2. Click View settings

3. Click Customize actions

4. From Message Surface and Toolbar, select Get Add-ins

5. Click Save

The Get Add-ins icon will now display in email messages as a message action option. From here, the add-in can be setup.

Accessing the add-in

• The add-in is accessed from Event Details within your Outlook calendar

• Click the Coconut link to complete the setup

  • NOTE: When signing into Coconut through the add-in, your Outlook email ID will pre-populate in the email field; delete this and enter the email address used to sign into Coconut if it is different from your Outlook email ID

The add-in is connected. Please note that it can take up to 24 hours for the add-in to display in Outlook.

A note on access and visibility

The ability to install the Microsoft® Outlook Add-In is dependent upon a user’s Microsoft permissions at their organization.