Automatically importing your Outlook bills to Melio saves you time and reduces manual errors. Once connected, bills from your Outlook will appear under the Bills tab, where you can review and pay them.
In this guide, you'll see how to:
- Connect your Outlook account from the Bills tab
- Connect your Outlook account from Settings
- Disconnect your Outlook account
Connect from your Bills tab
You can sync your Outlook account and Melio accounts from your Bills tab. Here's how:
1- Sign in to your Melio account.
2- In your Pay dashboard, select the Bills tab.
3- Select the Connect an app button.
4- Find Outlook in the apps list and select Connect.
5- You will then be taken through the process of connecting your Outlook account. Choose which Outlook account you'd like to connect, and complete your sign-in.
6- Continue to allow Melio to access your Outlook account. Connecting might take a minute.
7- Your Outlook is now connected, and bills attachments from the last 30 days will be added to your Bills tab.
8- New bills imported from your Outlook account will appear in the Bills tab.
You can also find these imported bills listed with the vendor under the Vendors tab. You can select the bill listed under the Unpaid bills column or select Pay balance.
You'll also receive a notification in the notification center when new bills arrive.
Connect from Settings
You can also sync your Outlook account and Melio accounts from Settings. Here's how:
1- Sign in to your Melio account.
2- Go to Settings.
3- Select Sync and import from the left-hand menu.
4- In the Sync and import section, scroll down to the Bill Importing option. Under Outlook, select Connect.
5- You will then be taken through the process of connecting your Outlook account. Choose which account you'd like to connect, and complete your sign-in.
6- Continue to allow Melio to access your Outlook account. Connecting might take a minute.
7- Your Outlook account is now connected, and bills attachments from the last 30 days will be added to your Bills tab.
8- New bills imported from your Outlook account will appear in the Bills tab.
You can also find these imported bills listed with the vendor under the Vendors tab. You can select the bill listed under the Unpaid bills column or select Pay balance.
You'll also receive a notification in the notification center when new bills arrive.
Disconnect your Outlook account
Don't want to automatically sync your Outlook account bills anymore? No problem, just follow these steps:
1- Sign in to your Melio account.
2- Go to Settings.
3- Select Sync and import from the left-hand menu.
4- In the Sync and import section, scroll down to the Bill Importing option. Under Outlook account, select Disconnect.
5- Select Yes, disconnect it.
That's it! Your Outlook account is now disconnected from Melio.