Integrate Linkus Desktop Client with Outlook for Windows

This topic describes how to integrate Linkus Desktop Client with Outlook for Windows.

Important: Linkus macOS Desktop does NOT support integration with Microsoft Outlook.

Requirements

Microsoft Outlook
  • Client: Outlook for Windows
  • Version: Outlook 2016 or later
  • Operating System: Windows 10, Windows 11
Yeastar PBX
Contact administrator to ensure that the plan of your organization's PBX is Enterprise Plan (EP) or Ultimate Plan (UP).

Step 1. Set up Outlook integration on Linkus Desktop Client

  1. Log in to Linkus Desktop Client, go to Preferences > Integration.
  2. Turn on the switch of Enable Outlook Integration.

  3. Set up automatic contact creation and call logs synchronization as needed.
    Feature Instruction
    Automatic Contact Creation

    With automatic contact creation set up, Outlook will automatically pop up the contact creation page when you receive or make calls with an unknown number that doesn't match an Outlook contact.

    1. Select the checkbox of Create New Contacts Automatically.
    2. In the Call Types to Auto-create Contacts drop-down list, select when will Outlook pop up the contact creation page.
      • Inbound: Inbound call from an unknown number that doesn't match an Outlook contact.
      • Outbound: Outbound call to an unknown number that doesn't match an Outlook contact.
    Call Logs Synchronization

    With call logs synchronization enabled, all the call histories with your Outlook contacts will be synchronized to Outlook.

    To enable call log synchronization, select the checkbox of Synchronize Call Logs Automatically.
  4. Click Save.

Step 2. Activate Linkus add-in on Outlook

  1. Open or restart Outlook, go to File > Options.

  2. In the pop-up window, click Add-ins and click Go....

  3. In the pop-up window, select the checkbox of Yeastar Linkus Outlook Integration and click
    OK.

  4. In the pop-up window, click Install.

Result