Solution Properties
Solution ID:
200427112158266
Last Modified Date:
Wed Sep 06 06:45:48 UTC 2023
Taxonomy Path:
Case category//How do I...//an integration
Author:
[email protected]
How to create Microsoft Outlook contacts from Sage 50 Payroll
Description

Using the Microsoft Integration options you can:

  • Send your employee's, name, address, telephone number and email address, if the information appears in their Employee Record, directly to Microsoft Outlook.
  • Send you pensions provider's name, address, telephone number and email address, if the information appears on the Provider tab of the relevant pension scheme, directly to Microsoft Outlook.

This information then appears in the Microsoft Outlook Contacts area and may be used or edited as required.

Cause
Resolution
Compatible versions of Microsoft Outlook
  • Microsoft Outlook 365 - Desktop version 32-bit and 64-bit
  • Microsoft Outlook 2021 - 32 bit and 64-bit
  • Microsoft Outlook 2019 - 32 bit and 64-bit
  • Microsoft Outlook 2016 - 32 bitand 64-bit

The following steps contain everything you need to help you create Microsoft Outlook contacts.

To send employee information to Microsoft Outlook Contacts

NOTE: Contacts can only be created if an email address is saved within the employee's record.

  1. Click Employee and select the required employees.
    • If you don't select any employees, all employee with an email address saved in their record are sent to Microsoft Outlook.
  2. Click File, then Microsoft Integration.
  3. Click Send to MS Outlook, then click Employee As Contacts.

Your employee details now appear as contacts in Microsoft Outlook. If you make any changes in Sage 50 Payroll, you can follow the steps above to overwrite the information in Microsoft Outlook.

To send your pension providers information to Microsoft Outlook Contacts
  • Click File, then Microsoft Integration.
  • Click Send to MS Outlook, then click Pension Providers As Contacts.

Your pension provider details now appear as contacts in Microsoft Outlook. If you make any changes in Sage 50 Payroll, you can follow the steps above to overwrite the information in Microsoft Outlook.

Steps to duplicate
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