Outlook integration

Stay in Outlook, work in Conrep

Install the Conrep Outlook add-in, sync calendars, bulk-import conversations into the ATS, and use configurable ribbon buttons to file mail on candidates, clients, and submissions — with attachments saved on the record.

Bulk email import Calendar sync Custom Outlook buttons

Typical recruiter flow

1
Install & connect

Deploy the add-in, download your company config, and authenticate with your Conrep username and Outlook key.

2
Read or select mail

Open the Conrep pane, look up records by sender address, or click an Outlook button to add or update ATS data from the message.

3
File on the record

Import headers or full messages with attachments into Conrep, tag email to records, and run record actions enabled for Outlook.

Conrep Outlook add-in

A dedicated Conrep tab in Microsoft Outlook gives recruiters bulk tools, a task pane tied to the selected message, and calendar sync from your Conrep server — without copying and pasting into the browser.

Bulk import Headers or full message Task pane Calendar sync
Select mail Conrep pane Validate & import ATS updated
Bulk import

Import selected messages in bulk — headers only for lightweight logging, or headers plus body and attachments when you need the full conversation in Conrep.

Calendar sync

Pull appointments from Conrep into your Outlook calendar on demand or on a schedule you set in add-in settings, with Conrep IDs preserved on each event.

Conrep task pane

Show or hide the pane from the ribbon while reading mail in Explorer or Inspector; opening the pane can automatically process the selected message.

Secure API connection

The add-in talks to Conrep over your server URL — validating users, receiving email payloads, and supporting send workflows through the Outlook web services layer.

Outlook buttons & profiles

Admins configure how Outlook connects to each Conrep application — which labels appear, what happens when a recruiter clicks, and which profile each user runs.

Per-app buttonsLabels & actions
Outlook profilesRole-based sets
Config XMLGenerate & deploy
Outlook keyPer-user auth
Hide buttonsPer profile
Show email bodyPane width control
Compose actionse.g. hotlist send
Add-in installerPackage download

Button mappings are maintained in Company Settings under Outlook Settings; profiles control which buttons each team sees.

From inbox to ATS record

When a recruiter triggers an Outlook button, Conrep opens the right screen with message context already loaded.

Add & update from mail

Outlook report screens support creating submissions, linking requirements and clients, and applying application filters and document templates from the open message.

  • Requirement and client combos from email
  • Submission (RSUB) entry from selections
  • Incoming and outgoing mail modes

Attachments on records

Save Outlook attachments into Conrep document storage and attach files to the parent record from mail composer and module screens.

  • Attachment picker from Outlook folders
  • Safe file naming for uploads
  • Links back to the source message

More Outlook-connected capabilities

Email is woven through Conrep — not bolted on as a separate product.

Tag emails to records

Associate a message with candidates, clients, and other modules so conversations stay searchable inside Conrep.

Email storage & headers

Imported mail is stored with headers, body, and attachment folders so compliance and recruiting history stay in one system.

Appointments & contacts files

Upload and sync appointment and contact payloads used by the integration layer to align Outlook with Conrep data.

PST mail import

Historical Outlook PST archives can be imported through Conrep data import options for migration and backlog projects.

User Outlook keys

Each user receives a unique Outlook key paired with their user ID for secure handoff from the desktop client to Conrep.

Division & compose options

Outlook entry points respect company division rules and support compose-side shortcuts configured in your Outlook profile.

Common questions

Do we need the Outlook add-in and the ribbon buttons?

Many teams use both: the add-in for bulk import, calendar sync, and the task pane; ribbon buttons (driven by conrep_config.xml and Company Settings) for one-click ATS actions on a message. Your admin can enable only what you need.

How do users authenticate from Outlook?

Users connect with company code, Conrep username, and a personal Outlook key generated in Conrep. The add-in and button links pass encrypted credentials to the Outlook integration entry point on your Conrep server.

What is the difference between bulk import modes?

Headers only logs metadata quickly for high-volume mail. Headers, contents, and attachments stores the full message and files in Conrep — ideal when the body and resumes matter for compliance or search.

Can we limit which applications appear in Outlook?

Yes. Applications and record actions can be flagged for Outlook screens so recruiters only see relevant modules when matching email addresses or running buttons from a profile.

Where do we get the installer and config file?

From Conrep Outlook settings inside the product: download the add-in package, generate or refresh conrep_config.xml from Outlook Settings, and distribute both to your team along with Outlook keys.

See Outlook connected to your ATS

On a demo we walk through add-in setup, a sample bulk import, calendar sync, and filing a message on a candidate record using your button layout.

Book an Outlook walkthrough

Make Outlook your Conrep front door

Schedule a demo to learn how recruiters can import mail, sync calendars, and run ATS actions without leaving Microsoft Outlook.

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