Outlook Add-in

Connect Microsoft Outlook with Xero HQ to save emails as client notes.

How it works

  • Install the Xero HQ add-in for Outlook to save an email message as a client note for the client you select.
  • Pin the note so others can find it easily, save attachments with the note, and apply tags. All messages are automatically tagged with Outlook.
  • Anyone in your practice can see the message and any attachments.

Set up and use the add-in

  1. Go to the Microsoft AppSource (microsoft.com website) and search for 'Xero HQ', then download and install the add-in.
  2. In Outlook, select a message, and then launch the add-in.
  3. If you haven't already, log in to Xero HQ.
  4. (Optional) If you have more than one practice, select the practice you want to connect to.
  5. Select your client.
  6. (Optional) Select:
    • Any tags you want to apply to the note
    • The checkbox to pin the note
    • The checkbox to include the attachments with the note, and then select the attachments you want to save
  7. Click Save to Xero HQ.