Office 365 Integration

Several organizations use Office 365 to run their day-to-day operations. Wouldn’t it be easy to keep track of your employee expenses if all your employees and customers are imported from Office 365 to Zoho Expense? With Zoho Expense - Office 365 integration, your employees can create expenses as and when they occur and make them billable to your customers.

In this document, you will learn how to:

• Requirements to set up the integration
• Integrate Office 365 with Zoho Expense
• Importing users from your Office 365 account
• Importing contacts from your Office 365 account

Requirements to set up the integration

• Make sure that you have an Office 365 account.
• The email address associated with this account must be same as the one used to log into your Zoho Expense account. Have a different email address?

Integrating Zoho Expense with Office 365:

There are two ways via which you can integrate Zoho Expense with Office 365.

Method 1:

• Open your Zoho Expense account and click Admin.
• Select Integrations and navigate to Office 365.
• Study the infographic to know how it works and click Enable Integration when you’re set.
• You will be redirected to a page wherein you will be asked to sign into your Office 365 account.
• Once you have successfully signed in, the integration will be established and your contacts and users from Office 365 will be synced to Zoho Expense.
• If you have already logged into Office 365 using this email address, then just clicking Enable Integration will suffice.

Method 2:

• Log into your Office 365 account.
• Click on the apps icon on the top-left corner and click on View all my apps.
• Click on the Store icon and type Zoho Expense in the search box.
• Zoho Expense app will appear as part of the search result.
• Click on Zoho Expense and click Add.
• Now, Zoho Expense will be added to your list of apps.
• You will now be redirected to the Setup Organization page (if you don’t have a Zoho Expense organization yet) where you will have to create a new account in Zoho Expense.
• If you have a Zoho Expense organization, you will be redirected to the Select Organization page.

Importing Users from Microsoft:

Once your organization is created in Zoho Expense with Office 365, you can directly invite your employees from Microsoft to Zoho Expense.

• Log into your Zoho Expense account.
• Navigate to the Users module under Admin section.

• Click on the Hamburger icon and select Import Microsoft users
• In the page that follows, select the users you want to import to Zoho Expense and assign a user role to these users.

• Click Import.

Importing contacts from Microsoft:

With Zoho Expense - Office 365 integration, you can import all your contacts from Microsoft People in one go.

• Log into your Zoho Expense account.
• Go to Admin > Settings.
• Click on the Customers section on the left sidebar.

• Click on the Hamburger menu on the top-right corner and click on Import Microsoft Contacts.

• Choose the contacts which you would like to import, and click on Continue.

• This action will take you to a Map Fields window where you can map matching input fields between your Microsoft and Zoho Expense account
• Once done, click Import.

• To view the status of Contacts import, click on the View Import History located in the integration page of Office 365.