How to get started with the Office 365 Integration.

1. Click on 'My Profile' in the left-hand navigational panel.

3. Log into your Office 365 account.

4. Accept the ‘RocketMatterOffice365’ permission request.

5. After returning back to your profile, you can continue the integration by integrating your Outlook Calendar or Outlook Contacts if you wish. Simply toggle the features you desire. You do NOT need to toggle these in order to connect the integration.

NOTE: If you enable the 'Contact' sync we advise you check your Rocket Matter account for duplicates after syncing. You will need to delete any duplicate contact records as this can cause problems in your account. This integration is on a user level and that is why the integration can cause duplicates (if 2 users have the same contact stored in Office).

6. Don't forget to click 'OK' to save your changes.

Need Additional helpful FAQ's while getting started with Office 365:

Things to know before syncing your Office 365 Contacts and Calendar.

How to enable Contact Sync with Office 365.

How to enable Calendar Sync with Office 365 Outlook.

Click here to watch a video - Outlook Sync with Office 365 Online

Click here to watch a video - Calendar and contact sync with Office 365.

Need more help? Contact our award winning Support team at 888-432-1529 or at [email protected]