> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add CRM data to Outlook event

> How to add CRM data to meetings and appointments in Outlook using SuperOffice for Outlook

Use SuperOffice for Outlook to add CRM data to meetings and appointments in Outlook.

<Note>
  You need [Synchronizer for SuperOffice][2] for this functionality.

  Microsoft defines a meeting as a calendar item where you invite other people or reserve resources. This article uses **event** as the general term for calendar items in Outlook, matching the **New event** button.
</Note>

## New event

1. Select **New event** in Outlook.

2. [Open SuperOffice for Outlook][1].

3. Add persons to the **Invite attendees** field in Outlook.

   ![SuperOffice for Outlook, add CRM data to event -screenshot][img1]

   * If the email or contact is stored in SuperOffice, their contact information will appear, and the **Company** and **Contact** fields will auto-fill.
   * If a contact is found but the **Contact** field is not auto-filled, multiple contacts with the same email exist in SuperOffice. Click **Select Contact** and choose the correct contact.
   * If no contact is found, you can add a new contact to SuperOffice: Select **Click to add new contact** and enter the required details.

4. Adjust the event details as needed.

5. Press **Save** to finalize the event.

<Note>
  You must press **Save** in SuperOffice for Outlook to save the CRM data to the event. If you send the event without pressing **Save**, the CRM data is not saved to SuperOffice.
</Note>

## Existing event

1. Open an existing event in Outlook.

2. [Open SuperOffice for Outlook][1].

3. If SuperOffice CRM data exists for the attendees, it is displayed.

   * If a contact is found but the **Contact** field is not auto-filled, multiple contacts with the same email exist in SuperOffice. Click **Select Contact** and choose the correct contact.
   * If no contact is found, you can add a new contact to SuperOffice: Select **Click to add new contact** and enter the required details.

4. If no data exists, the add-in attempts to find the organizer in SuperOffice CRM.

5. Follow the same steps as for a new event to modify or save the event.

<Note>
  You must press **Save** in SuperOffice for Outlook to save the CRM data to the event. If you send the event without pressing **Save**, the CRM data is not saved to SuperOffice.
</Note>

## Additional information

### View contact details

To view additional CRM data:

1. In the SuperOffice panel, locate the contact.
2. Hover over the contact and select **Open in CRM**.

SuperOffice CRM opens with detailed information about the contact.

### Meetings created in SuperOffice

Calendar events created in SuperOffice and synchronized to Outlook are view-only in Outlook.

* These events may contain information indicating they originate from SuperOffice.
* Editing or deleting must be done in SuperOffice.
* You do not need to press **Save**, as the event is already stored in SuperOffice.

### Shared mailbox calendars

You can also work with calendar events from shared mailboxes in Outlook.

1. Open the event from the shared mailbox.
2. [Open SuperOffice for Outlook][1].
3. Add or update CRM data.
4. Press **Save**.

<Note>
  You must press **Save** in SuperOffice for Outlook to save the CRM data to the event. If you send the event without pressing **Save**, the CRM data is not saved to SuperOffice.
</Note>

### Type

You can use the **Type** field to set the meeting type.

* This value is saved with the event and synchronized to SuperOffice.
* It can be used to categorize meetings for reporting and filtering.

### Notes

* Calendar events synchronized from SuperOffice are view-only in Outlook, but CRM information is still available.
* Contact matching is based on participants and organizer.

[1]: ./get#open

[2]: https://appstore.superoffice.com/infobridge-software-b-v-/synchronizer-for-superoffice

[img1]: /media/loc/en/integrations/superoffice-for-outlook/outlook-calendar-event.png