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Integrating Nuvo with a Microsoft 365 Outlook shared inbox

Route all customer-facing communications (e.g. credit approvals) and trade reference requests through your Credit/Accounting inbox

Overview

Nuvo is an all-in-one credit management platform that helps credit/accounting teams streamline the credit application and approval process. One key feature is that Nuvo can integrate with a shared Outlook inbox (i.e. credit@company.com or accounting@company.com) to automatically send email notifications & reminders to customers and trade references. This saves time that’s otherwise spent manually composing and sending these emails.

Steps for Microsoft 365/IT Administrator

  1. Navigate to the Microsoft 365 Admin Center and verify that the desired shared email account is set up as a shared inbox (and not a distribution list).

  2. Go to the Active Users page, and find the shared inbox listed as a user.

  3. Click on the shared inbox user to open the details page, click on Reset password, and create a new password.

  4. Share this password with the Credit/Accounting team.

Steps for the Credit/Accounting Team

  1. Visit https://www.office.com/ and ensure you are signed in using the shared Outlook account (ie. credit@company.com).

    (💡Note: If you are logged into your personal account, ensure you select 'Sign in with a different account' as shown below)

  2. Visit the Settings → Integrations page on Nuvo and select Connect a New Account.

  3. Select Microsoft 365 (Outlook) to navigate to the Microsoft sign-in page. Enter the shared inbox email address, and the password shared by the Microsoft/IT Administrator.

  4. Check the “Allow emails to be sent from this inbox” checkbox, and also check the “Consent on behalf of my organization” (if it’s an available option).
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  5. Once the shared inbox is connected to Nuvo, click on the … icon and verify that the shared inbox is the Default.

Troubleshooting

  1. After entering your shared inbox credentials, sometimes Microsoft may require that an IT Admin approve the integration. Selecting Request Approval will send an email to the IT Admin, who will have to approve the request for the integration to be successful.
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  2. After signing into Microsoft 365 account and granting consent to the integration, sometimes Nuvo will display a popup error that the integration could not be successfully completed. If this happens, please contact your IT Administrator to allow third-party applications to be integrated. This can be completed in the Azure Admin portal.

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