Install the Outlook Add-in
About the Eptura Visitor Outlook add-in
Install the Eptura Visitor Outlook add-in to enable users to create visits directly from Microsoft Outlook.
Benefits include:
- Select different Eptura Visitor locations directly from Microsoft Outlook.
- Keep the front-of-house team informed by adding a comment about a visit.
- Complete custom fields.
- Missing information is identified by the add-in, reducing errors.
The Eptura Visitor Outlook add-in allows users to create visits without opening the Eptura Visitor web app. It is launched from the Eptura Visitor icon on the Outlook Calendar Event ribbon.
Prerequisites
- Supported versions: Check the supported Microsoft Outlook versions in System Requirements.
- Eptura Visitor user profile: The user creating the visit from the add-in must have an existing user profile in Eptura Visitor. Make sure the user's email address exists in at least one Eptura Visitor location.
- Subscription add-on: An active subscription. Learn more - integrations and apps: Calendar
Centralized deployment
To centrally deploy the Eptura Visitor Outlook add-in, first download the manifest file as described below, then complete the steps in the Microsoft guide: https://learn.microsoft.com/en-us/mi...o365-worldwide.
Manifest file download
Download the manifest file from the relevant site for your configuration:
- Eptura Visitor core version (no Eptura platform services) - download from:
- Eptura Visitor for Eptura platform services - download from the UK or US site as appropriate for your Eptura environment:
Single sign-on (SSO) URL
Eptura Visitor core version only: Use the following URL for SSO as appropriate, where [CO-XXXX] is your Company ID:
- https://outlook.proxyclick.com/manifest?companyId=[CO-XXXX]
Your Company ID is found in the SSO URL, e.g. https://saml.proxyclick.com/init/[CO-XXXX])
Eptura Visitor for Eptura platform services: Information about SSO for Eptura platform services is available in Eptura Knowledge Center: Authentication ↗️
Calendar integration data flow
See how your data flows when using the Eptura Visitor Outlook Add-in.
Watch it in Action
Now, the Outlook Add-in is installed; see what your visitors and/or employees will experience in Preregister Visitor with the Outlook Add-in.