Note: With Microsoft's New Outlook, there is a completely new Satuit Outlook Add-in (OAI) to support it. The prior versions of the OAI will not work on the New Outlook.
Integration between SatuitCRM and Outlook can be acheived with the Satuit Outlook Add-in. This plug-in enables users to easily add emails and appointments from Outlook into Satuit. The emails can be added 1 at a time and in bulk and Appointments can be added 1 at a time.
When records are added, the email attachments are also added as Document Records and associated to Emails.
Users can also view the Contact information from Satuit within Outlook using the OAI Side Panel.
Note: The Satuit Outlook Add-in does support SAML and multi-factor authtentication. Please contact support@satuit.com if you need assistance in setting this up with your internal IT Team.
Individual Installation
- Download the Manifest file from: https://satuit.com/wp-content/uploads/2026/02/SatuitOAI-20Feb2026.zip
- Extract it from the ZIP file
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From within Outlook, click on the "Enhance Outlook with Apps" icon from the toolbar ribbon (looks like four squares within a larger square).
- Open Outlook on the Web and navigate to your inbox.
- Click the Get Add-ins button (or More Apps > Add-ins) in the toolbar.
- Select My add-ins in the left-hand menu.
- Scroll down to Custom add-ins, click Add a custom add-in, and choose Add from File.
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Upload your .xml manifest file and click Install.
Firm-Wide Installation
- Download the Manifest file from: https://satuit.com/wp-content/uploads/2026/02/SatuitOAI-20Feb2026.zip
- Extract it from the ZIP file
- Log in to the Microsoft 365 Admin Center and navigate to Settings > Integrated apps.
- Click Upload custom apps and select Office Add-in.
- Choose Upload manifest (.xml) file from device and select your file.
- Define user assignment (entire organization, specific users, or just yourself) and complete the deployment wizard.