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.


Prerequisites to Set up the Integration

  • You should have an Office 365 account.
  • The email address associated with your Office 365 account should be the same as the one used to log into your Zoho Expense account. Have a different email address?
  • You should be an admin in your Office 365 account.

Integrate Office 365 with Zoho Expense

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

Integrate from Zoho Expense

  1. Open your Zoho Expense account and switch to Admin View.
  2. Click the Gear icon at the top right side.
    (OR)
    Go to Settings on the left sidebar.
    Integrate with Office 365
  3. Go to View All under Integrations.
    Integrate with Office 365
  4. Click Office 365.
    Integrate with Office 365
  5. Study the infographic to know how the integration works and click Enable Integration.
    Integrate with Office 365
  6. Click Proceed.
    Integrate with Office 365
  7. Click Continue.
    Integrate with Office 365
  8. You will be redirected to a page wherein you will be asked to sign into your Office 365 account.
    Integrate with Office 365
  9. Once you have successfully signed in, the integration will be completed and your contacts and users from Office 365 will be synced to Zoho Expense.
  10. If you have already logged into Office 365 using this email address, then just clicking Enable Integration will suffice.

Integrate from Office 365

  1. Log into your Office 365 account.
  2. Click the apps icon on the top-left corner and click View all my apps.
  3. Click the Store icon and type Zoho Expense in the search box.
  4. Zoho Expense app will appear as part of the search result.
  5. Click on Zoho Expense and click Add.
  6. Now, Zoho Expense will be added to your list of apps.
  7. 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 organization in Zoho Expense.
  8. If you have a Zoho Expense organization, you will be redirected to the Select Organization page, where you can select the organization with which you want to integrate your Office 365 account.

Import Users from Your Office 365 Account

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

  1. Switch to Admin View.
  2. Click the Gear icon at the top right side.
    (OR)
    Go to Settings on the left sidebar.
    Import Users from Your Office 365 Account
  3. Go to Users under Users and Control.
    Import Users from Your Office 365 Account
  4. Click the More icon at the top right corner of the page.
  5. Select Import Microsoft Users.
  6. In the page that follows, select the users you want to import to Zoho Expense and assign a user role to these users.
  7. Click Import Microsoft Users.
    Inviting users

Import Contacts from Your Office 365 Account

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

  1. Log into your Zoho Expense account.
  2. Switch to Admin View.
  3. Click the Gear icon at the top right side.
    (OR)
    Go to Settings on the left sidebar.
    Integrate with Office 365
  4. Go to Modules under Customization.
    Import Contacts from Your Office 365 Account
  5. Click Customers.
    Import Contacts from Your Office 365 Account
  6. Click the More icon at the top right corner of the page and select Import Microsoft Contacts.
  7. Choose the contacts you want to import, and click Continue.
    Selecting contacts
  8. You will be taken to the Map Fields page where you can map the matching fields between your Microsoft and Zoho Expense account.
  9. Click Import.
    Map contacts
  10. To view the status of the Contacts imported, click the View Import History in the integration details page of Office 365.
    View office 365 integration
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