Using Contract Sync

What is Contract Sync?

Our Microsoft 365 app ensures you never miss another contract by automatically importing contracts from Outlook. By connecting your Microsoft 365 and Pivott accounts, we can automatically detect when an email contains a contract attachment from a vendor in your vendor directory or from a trusted email you set. Then, the contract is automatically imported into your Pivott instance!

How to Sync Your Microsoft 365 Account

1. Log in to the Pivott app (https://app.pivott.io/) using your Microsoft SSO Account.

2. Click Settings in the bottom-left corner and navigate to Contract Sync.
3. Click Sync.

4. Click Save And Sync Account with Microsoft 365 and review the permissions.
5. Click Accept to enable Contract Sync.

How does Contract Sync work?

How to edit your Contract Sync settings

1. In your Settings Page, navigate to Contract Sync.
2. Under Contract Import Rules, click Edit.
3. Select or deselect the Contract Signing Service you want Contract Sync to import from automatically.

4. Edit your Blocked Emails list.

• Add a Blocked Email:

• Enter an email address you want to exclude from contract imports.
• Click Add.
• Remove a Blocked Email:
  • Click X beside the Blocked Email address.

5. Add your Trusted Emails list
   • Add a Trusted Email:
     • Enter the email address to automatically import contracts from.
     • Click Add.
   • Remove a Trusted Email:
     • Click X beside the Trusted Email address.
6. Click Save.