Integrating Microsoft with Top Echelon Recruiting Software

Integrating your Microsoft account with Top Echelon Recruiting Software will allow you to send standard mail directly from your Microsoft account, rather than from Top Echelon Recruiting Software’s email servers.

This integration also allows you to sync events created in your external calendar with your Top Echelon Recruiting Software Planner. During the integration process, you will have the choice of which external calendars you wish to sync with Top Echelon Recruiting Software, in the event that you utilize multiple.

This article will walk you through the integration process. For more information on how the email integration works, click here. For more information on how the calendar integration works, click here.

To integrate your Microsoft account with Top Echelon Recruiting Software:

  • Expand the Sidebar in the top right corner of the page and click on the Settings icon 
  • Click to expand the Addons & Integrations section and then select Outlook Calendar Integration

  • Click the Integrate with Microsoft button in the top left corner of the page

  • This will open a new window where you can authorize the integration
  • Start by selecting the account you wish to connect to Top Echelon Recruiting Software

  • Review the terms and click the Yes button to allow the app to access your info

  • Once you’ve completed the integration steps, you’ll notice that all standard mail will be sent from your corresponding Microsoft account and will therefore show in your sent items folder
    • Mass emails will continue to be sent from Top Echelon Recruiting Software’s email servers.
    • Standard mail will also be logged to the related Top Echelon Recruiting Software records and will also show in Top Echelon Recruiting Software’s sent items folder, in addition to your Microsoft account
    • Responses will continue to flow to your Microsoft inbox as normal
      • Click here to learn more about logging incoming emails to Top Echelon Recruiting Software
  • You’ll also see the associated Microsoft calendars populate on the Integration page
    • Choose which calendar(s) you wish to sync with Top Echelon Recruiting Software’s Planner by setting the corresponding toggle(s) to Yes