Microsoft Outlook

Citrix users

If you’re installing Apptoto into a Citrix environment, read Microsoft Outlook (Citrix Environment) first.

Before installing this sync agent

Most Outlook users will find that their accounts are actually set up through Office 365. In these cases, we strongly recommend using our Office 365 / Outlook.com connection, as it will put less demand on your local computer while still syncing the same data.

To know if you’re on an Office 365 account, open the File tab in Outlook — you’ll see that info there.

If you’re not on an Office 365 account, follow the directions below.

Installing the Apptoto/Outlook connector

1. Download the installer. Click here: Setup.exe.

   Works with Outlook 2007, 2010, and 2013. Use your password (or the API key on the Account tab as your password).

   Save the setup.exe file to your hard drive.

2. Install the connector. Double-click the setup.exe file and complete the installation wizard.

   

3. Click Login in the Apptoto menu. Open Outlook after installation completes. You should see an Apptoto menu. Click Login and sign in using your Apptoto username and password (or API Key from the Account tab on apptoto.com if you signed in using Google).

   

4. Choose the calendar to sync in the settings dialog.

   

5. Click Sync. In Outlook, click the Sync Now button to sync your calendar with Apptoto.

   

6. Verify in the Appointments tab. Go to apptoto.com, click My Account in the top right, then click the Appointments tab. Confirm that your calendars appear in Apptoto.

Now that your calendars are connected, the next step is to configure your default messages. See Message Setup for a walkthrough.