An Overview of Unito's Microsoft Outlook Integration: Contacts

Looking to add Microsoft Outlook to your workflow? Here's what you can expect from our integration.

Included in this article:

• Which Microsoft Outlook work items can sync with Unito?
• Supported fields and other features for Outlook contacts
• Watch Unito's Outlook integration in action
• What permissions are required to sync Outlook with Unito?
• Limitations and other considerations

Which Microsoft Outlook work items can sync with Unito?

Unito's Microsoft Outlook integration supports two different work items: contacts and events.

• Here's an overview of Unito's integration for Microsoft Outlook Calendar events.

Each Unito flow can only sync one type of work item: either contacts or events. Any contacts or events synced by your flows will count as an item in sync. 

Supported fields and other features for Outlook contacts

Here are the fields you can currently sync with Outlook, whether they can be used in two-way flows, as well as whether you can use them in rules or not.

*The Category field is only supported when using Outlook's desktop app.

Watch Unito's Outlook integration in action

What permissions are required to sync Outlook with Unito?

To successfully sync Outlook calendar events or contacts using Unito, you'll need:

• An active Microsoft 365 license: This is required to access and use the Outlook features within your Microsoft 365 suite.
• Global Administrator role: This role is necessary for permissions that affect a broad range of users or require organization-wide access, such as User.Read.All and Contacts.ReadWrite.
• Exchange Administrator role: This role grants specific permissions related to email and calendar access, including Mail.Read, Calendars.ReadWrite, and MailboxSettings.Read.

If you encounter any difficulties syncing events or contacts, double-check that these permissions are correctly assigned to the user account connected to Unito.

Limitations (and other things to keep in mind)

Here are some limitations you need to know about.

• Two-way flows: You can build two-way flows when syncing contacts to and from Outlook. When syncing other work items, however, you can only set up a one-way create two-way update flow.

• Emails and phone numbers: If a contact has multiple email addresses, Unito will only sync the first one. The same goes for phone numbers.

• Subtasks: This integration can't sync subtasks and similar sub-items from other tools with Outlook events, since Outlook events don't have a work item hierarchy.

• Merging contacts: Because Outlook allows the creation of multiple contacts, you'll need to clean up your contact list with Outlook's merge feature before syncing it to other tools.

• Unito's contact merging: Merging your contacts with Unito keeps your Outlook contacts from getting duplicated as you sync them.

• Permissions: You need admin permissions in Outlook to sync contacts using Unito.

• Plan type: If you're using Microsoft Outlook for Business, you need a license to use Microsoft 360 in order to use Unito. If you're a Personal user, you won't need a license.