Installing KanBo Outlook Add-in

Table of Contents

Overview

The KanBo Outlook add-in makes it easy to transfer information from an email to KanBo. It allows you to convert emails into cards. You can also select an existing card and attach information from the email to it.

For more information about the integration, see the KanBo Outlook app article.

Modifying the Entra app registration

Go to the App registration of your KanBo, and then copy the Application (client) ID.

Go to Expose an API, and then next to Application ID URI select Add.

For the URI, enter: api://kanbo-url/app-id
Replace the kanbo-url with the URL of your KanBo and replace app-id with the app registration ID you’ve copied before.

Select Save.
Select Add a Scope.

Fill in the fields:

The scope name: “access_as_user”
Select Admins and users as consenting people.
Display name: “KanBo API Scope”
Description: “Allows current user access for the app’s web APIs”
Make sure State is enabled

After that, select Add scope.
Select Add a client application.

For client ID, use “ea5a67f6-b6f3-4338-b240-c655ddc3cc8e”, as this is the ID of the Outlook app.
Make sure you select the “access_as_user” scope below.
Confirm with the Add application button.

Deploying the app on M365

To deploy the application on M365:

Go to Integrated apps – Microsoft 365 admin center.
Select Upload custom apps.

If you are updating the KanBo Outlook add-in to a newer version, open the "KanBo" built-in application and select "Update add-in." After the update, changes to the built-in application may take up to a day to complete. You may also need to restart the Outlook app.

Select the Office Add-in app type and provide a link to it. The link will be https://kanbo-url/plugins/outlook-app/manifest.xml.
Replace “kanbo-url” with the URL of your KanBo app

Select what scope of users you want to have access to the KanBo Outlook Add-in.

Select Accept permissions. A new browser window will appear and you will have to log in with an administrative account of your tenant.

Consent to the above permissions on behalf of your organization.

IMPORTANT: Removing this Outlook app will revoke admin consent for certain API permissions in your KanBo app registration. This may cause unexpected disruptions to KanBo functionality, including loss of access to files and other essential features. Proceed with caution.

Granting admin consent

To grant the admin consent:

Go back to the KanBo app registration, then go to the API permissions section.

You may find that certain permissions have not yet been granted to KanBo. This can happen when you update the Outlook app from an old version to a new one.

In this case, select Grant admin consent for KanBo and follow the steps below. If this is not the case, skip this part.