Outlook OAuth Integration Complete Setup Guide

Outlook Calendar synchronization:

Synchronize your Outlook calendar with Tesoro for unified scheduling:

1. In Email Account Settings → enable Calendar Sync
2. Choose sync direction:
   • One-way (Tesoro → Outlook): Tesoro meetings appear in Outlook
   • Two-way: Bi-directional sync (recommended)
3. Select which calendar:
   • Primary calendar
   • Specific sub-calendar
4. Click Enable Calendar Sync

Now Tesoro meetings are automatically added to your Outlook calendar and vice versa.

Outlook Contacts synchronization:

Import your Outlook contacts to Tesoro:

1. Enable Contacts Sync in account settings
2. Choose import options:
   • One-time import: One-time import of all contacts
   • Continuous sync: Continuous sync of contact changes
3. Map Outlook fields to Tesoro fields
4. Click Start Import

Outlook Rules and Folders:

Tesoro respects your Outlook folder structure:

• Emails remain in the same folders
• Outlook rules are niet overwritten
• Tesoro adds its own labels (niet visible in Outlook)
• Deleted emails in Outlook are also deleted in Tesoro

Shared Mailboxes (Office 365):

Connect shared mailboxes for team email:

1. Go to Email Accounts → + Add Shared Mailbox
2. Select shared mailbox from your Office 365
3. All teamlids with access can send emails via shared mailbox

Common issues:

OAuth authorization fails with 'Admin approval required':

• Your organization requires IT admin approval
• Click Request Approval and wait for admin approval
• Contact IT admin if approval takes long
• Alternative: ask admin to add Tesoro CRM to approved apps list

Emails are niet synchronized:

• Check if Sync Folders are configured correctly
• Verify that Outlook mailbox is niet full (quota)
• Click Force Sync for manual synchronization
• Check sync errors in Sync Logs

'Mailbox unavailable' error:

• Outlook mailbox is temporarily unavailable
• Check if your Outlook account is active
• Verify that Office 365 license hasn't expired
• Try Reconnect Account

Shared mailbox canniet be connected:

• Verify that you have access to the shared mailbox
• Check if shared mailbox is enabled in Office 365 admin
• Use 'Add as Delegate' instead of 'Connect Account'

Calendar sync doesn't work:

• Check if Calendar permissions are set correctly
• Verify that calendar is niet read-only
• Click Re-authorize Calendar Access