Connecting an Integration to Tekst: Outlook Example

This tutorial shows how to connect an integration to the Tekst platform, using a personal Outlook mailbox as the example. The same pattern applies to other integrations such as Gmail, SAP and Salesforce: you pick the integration, sign in with the provider, choose a few settings and finish the setup. Each integration has its own setup guide in the Integrations section of this help center.

1. Go to Integrations

In Tekst, open Integrations from the navigation menu. The page lists the integrations your workspace already has.

2. Start the connection

Click Connect Integration in the top-right corner. On the page that opens, click Connect on the Outlook card.

3. Choose the account type

Select Personal Outlook account to connect your own mailbox, then click Next.

The other option, Organization-wide Outlook account, is for administrators who connect mailboxes for the whole organization. It is described in Connect an organization-wide Outlook account.

4. Enter your email address

On the User Credentials step, enter the email address of the Outlook account you want to connect in the Email field.

If you also want Tekst to process emails from shared mailboxes you have access to, enable Allow access to shared mailboxes. If your security policy requires the narrowest possible access, you can also enable Ask for minimal permissions.

Click Connect Account.

5. Sign in with Microsoft

Tekst sends you to Microsoft's sign-in page.

1. Sign in with the Outlook account you entered, if Microsoft asks you to.
2. Review the permissions Tekst requests and accept them.

Microsoft then returns you to the Tekst setup wizard automatically. For the list of permissions and what each one is for, see Microsoft Graph permissions Tekst requests and how to restrict them.

6. Add shared mailboxes

This step only appears if you enabled Allow access to shared mailboxes. Enter the address of a shared mailbox in the Mailbox field and click Add. You can enter several addresses at once, separated by commas. When the mailboxes you need are listed, click Next.

This step is optional: you can click Next without adding a mailbox, and add mailboxes later. See Add shared and child mailboxes.

7. Complete the setup

On the Email history step, keep Backfill enabled if Tekst should also pull in older emails, then click Complete Setup.

8. Check that the integration is connected

Tekst takes you back to the Integrations page, where your mailbox now appears. Shared mailboxes you added are listed as their own integrations.

Click your mailbox to open its configuration. The status next to the email address reads Connected, which means Tekst is syncing your emails.

9. See your emails in Messages

Open Messages from the navigation menu. To show only the emails from your new mailbox, click the All Integrations filter, select your mailbox and click Apply.

The list now shows the emails from that mailbox. Click an email to read it.

Next steps

You have seen how to connect an integration to Tekst, using Outlook as the example. For the written guide for Outlook, see Connect a personal Outlook account. To set up Gmail, SAP, Salesforce or another integration, start with Add an Integration and follow the matching article. You can also click Learn more on any card on the Connect page to open the help center articles for that integration.