To Install the Acumatica Add-In

To install the add-in, you need to sign in to your mailbox at Outlook on the Web and upload the add-in manifest. Do the following:

  1. Click this link to open the Add-Ins for Outlook dialog box.
  2. Select My add-ins.
  3. In the Custom Addins section, select Add a custom add-in, and then click Add from File.
  4. Specify the location of the add-in manifest file, and then click Open to confirm the selection.
  5. Click Install to install the add-in.

When the add-in is installed, the Acumatica ribbon button is created in Outlook. (The button is available both in the desktop client and in Outlook on the Web.) You use this button to activate the add-in.