Accessing the Sage for Outlook add-in

Find and install the Sage for Outlook add-in in the Outlook app store. You must have administrator rights to your Microsoft 365 account to install the add-in. 

Adding the Sage for Outlook add-in to your inbox is simple.  

Outlook desktop app 

Windows:  

1. Open Outlook. 
2. Select Home in the top menu. 
3. Look for the Get Add-Ins or Store button (it might just be an icon that looks like a shopping bag or app grid).
   1. If you do not see it, select the three dots (More Commands) on the ribbon and find Get Add-Ins there.
4. The Add-Ins for Outlook window will open, where you can find and install add-ins. 

Mac: 

1. Open Outlook. 
2. Select Tools in the computer’s top menu bar. 
3. Select Get Add-Ins. 
4. The Add-Ins window will open for finding and installing apps. 

After installed, the add-in will automatically appear in the top navigation bar–select on the add-in to open in. If you wish, you can select the pin icon to ensure it stays in your top navigation bar. 

From Outlook on your web browser:  

1. In the left-hand menu bar, select the square icon. 
2. Select the Add Apps button. 
3. Type Sage in the search bar. 
4. Select the Sage for Outlook add-in card.  
5. Select the Add button, then select Add again.  
6. After you confirm your details, select Get it now. 

The add-in will automatically appear in the left-hand menu bar.  

After adding the Sage for Outlook add-in to your inbox, you’ll be prompted to sign into your Sage account. This will pull in data from Sage into Outlook. 

Please contact your local support team for technical support.