Outlook Email Uploader Guide

1 min read

Upload emails from Microsoft Outlook straight into FranConnect so every conversation with a franchisee, lead or contact is tracked on their record.

Before you begin

You need Windows with Outlook 2007–2013, .NET Framework 4.0+ and VSTO 2010, plus your FranConnect login and Company Code. An email is uploaded only when a To, From or Cc address exactly matches an email ID already in FranConnect.

Step-by-Step Instructions

Follow these steps to upload emails from Outlook into FranConnect

Download the Email Uploader

In FranConnect, open the Download Apps tab and click Download under Outlook Email Uploader.

Download Apps tab showing the Outlook Email Uploader download button

Fig 1 — Download Apps tab. Click Download.

Install the app

Run EmailUploader.exe, follow the setup wizard, then reopen Outlook to see the new FranConnect Email Uploader ribbon section.

FranConnect Email Uploader section in the Outlook ribbon

Fig 2 — The FranConnect Email Uploader section in the Outlook ribbon.

Register the app

Click the arrow under the FranConnect ribbon section, choose Registration, enter your FranConnect credentials and Company Code, and click Register.

Registration window asking for FranConnect login and Company Code

Fig 3 — Registration window. Enter your login details and Company Code.

Tip

A confirmation message appears once registration succeeds. You only need to register once per computer.

Upload emails

Select one or more emails in Outlook and click Upload; a confirmation shows when the upload completes.

Selected emails in Outlook with the Upload button highlighted

Fig 4 — Select emails, then click Upload.

Important

FranConnect matches the address in this order: Information Manager › Sales › CRM. Each email is uploaded to one module only. Emails with no matching address are listed under Un-Delivered.

Search and upload to a specific record

Select the emails, click Search and Upload, search for the record, tick it and click Upload.

Search and Upload window with a record selected

Fig 5 — Search and Upload. Pick the record, then click Upload.

View uploaded emails in FranConnect

Open the matching record and scroll to Message History (Contact History tab for franchisees, Primary Info for leads and contacts).

Message History section showing uploaded Outlook emails

Fig 6 — Message History lists every email uploaded from Outlook.

Attachments and uninstalling

Images, charts, calendar items and attachments are saved as attachments on the record. To remove the app, close Outlook and uninstall FranConnect Email Uploader from Control Panel › Programs and Features.