Connect Microsoft 365

Connecting Microsoft 365 lets you edit Word, Excel, and PowerPoint files directly inside Clasp, sync your Outlook email to cases, and import files from OneDrive into Clasp Drive.

To connect Microsoft 365:

1. Go to Settings in the sidebar.

2. Click Integrations.

3. Click Connect next to Microsoft 365.

4. Sign in with your Microsoft account when the sign-in window opens.

5. Grant the requested permissions for Clasp to access your files and email.

6. Return to Clasp to complete the setup.

Note: You need a Microsoft 365 account with the appropriate licenses to connect. Contact your IT administrator if you are unsure.

Tip: Once connected, you can create new Word or Excel documents directly from the Documents tab inside any case.

Related: Integrations Overview · Create a Document with Microsoft 365 · Connect OneDrive · Connect Outlook