Connect an Outlook integration

This guide will aid you to connect an Outlook integration on the Tekst App to perform certain actions.

Prerequisites

• user.read, mailboxsettings.read, mail.readwrite, mail.send access
• Additionally, for shared mailboxes mail.readwrite.shared and mail.send.shared are needed

Go to this article for detailed steps.

These settings allow Tekst to:

• Verify the connect user mailbox
• Update and access the Outlook categories
• Read and process incoming mails, add category labels and put mails in folders
• Forward mails if configured to do so.

Tekst will never delete emails.

Setup

Step 1: Navigate to Integrations

On the Tekst platform, locate and click on the "Integrations" option. This is typically found in the bottom  navigation menu.

Step 2: Add a New Integration

To connect a new provider:

1. Click the Connect Integration button in the top-right corner of the Integrations page
2. A modal appears showing available providers (e.g., Outlook, Salesforce, SAP, HubSpot, Zendesk)
3. Select the provider you want to connect by clicking its card

Step 3: Enter Connection Details

Select between 'Personal Outlook account' and 'Organization-wide Outlook account'.

For Personal outlook accounts, If you also want to connect shared email addresses linked to this user mail address then click the "Allow access to shared mailboxes" to add these in a later phase.

Step 4: Authorize Access

Most integrations use OAuth for secure authentication:

1. After clicking Connect, you're redirected to the provider's authorization page
2. Log in to your provider account if prompted
3. Review the permissions Tekst is requesting (e.g., read/write mail, access cases)
4. Click Authorize or Grant Consent to allow access
5. You're automatically redirected back to Tekst's setup wizard

Tekst does not store your data. All processing happens in real-time, ensuring GDPR compliance and enterprise security standards.

Step 5: Configure Integration Settings

After authorization, the setup wizard guides you through configuration:

1. The wizard displays steps in a sidebar (e.g., "Connect Account" → "Configure Settings" → "Review")
2. A progress bar shows your advancement through the setup process
3. Complete each step:
   • Connect Account: Verify your authenticated account details
   • Configure Settings: Select objects, folders, or data sources to sync (e.g., which Salesforce cases or Outlook mailboxes to monitor)
   • Review: Confirm your settings before finalizing
4. Click Next to advance between steps, or click Finish on the final screen to save your configuration

Editing a previous wizard step resets information entered in subsequent steps. A warning modal will appear to confirm this action before proceeding.

Step 6: Start Syncing

Once you click Finish, Tekst initiates the sync process:

• The integration status updates to Connected (displayed as a green badge in the integrations table)
• A progress bar shows the initial sync status
• Optionally, you can enable backfilling to sync historical data

Optional: add shared mailboxes

1. Click on the existing Outlook integration and go to "Settings"
2. Go to "Shared Accounts" and add the shared mailboxes you want to add.

Troubleshooting

Admin consent failures

Symptom: "Admin consent not true" error or "Permissions denied" during connection.

Fix: Check if all permissions are correctly configured. If missing re-grant admin consent and try to "Reconnect" in the Tekst App.

Unhealthy or disconnected status

Symptom: Integration shows "Unhealthy" or "Disconnected" despite successful initial setup.

Causes:

• Access token expired (Microsoft Graph tokens last 60-90 minutes; refresh tokens renew automatically)
• Webhook subscription failed renewal after 3 attempts
• Admin revoked permissions in Azure AD

Fix:

• Click Reconnect in Tekst to re-authenticate and renew tokens
• Verify service account user still exists in Microsoft 365 (deleted accounts break integration)
• Check Azure AD audit logs for permission changes

Tekst automatically falls back to polling during token issues, so data sync continues with minor delays.

Note

Without any additional styling, the tags added by Tekst will be grey. This can be customized in your Outlook mailbox. 

1. Go to "View settings" in the "View" tab.

2. Navigate to "Account" -> "Categories"

3. Create categories and assign a color

   Make sure that the category name is the same name as the tags applied by Tekst.