Step 1: Open Private browsing session or Login to Microsoft as an Administrator (Portal.office.com)

The CUSTOMER must log in as Microsoft admin, VERY IMPORTANT

Step 2: Login to Ringotel Organisation Administrator (Ringotel Shell Admin )

Step 3: Go to : Integration tab and search for Microsoft 365 under Contacts

Step 4 : Set up the integration in Ringotel

Navigate to your organization → Integrations tab. Click Set up Integration button on the Microsoft 365 panel.

Click Save Changes. You will then be redirected for authentication.

After the successful authentication, you will be redirected back to your Ringotel Shell portal to finalize the integration.

Step 5: In the Ringotel Shell portal, map Microsoft 365 and Ringotel users.

Users with the same email address in both systems will be mapped automatically.

Click Save changes. Now the integration should be configured for the mapped users.

Step 6: Link Ringotel to Microsoft 365 contacts

Login to the RingoTel App, go to: Contact Book and Click on Microsoft Section

Step 7: Import Microsoft 365 contacts into Ringotel (optional)

The integration provides automatic contact identification on incoming/outgoing calls. Additionally, you can import existing Microsoft 365 contacts into the contact lists of the Ringotel users.

Navigate to your Organisation -> Contacts, then click Import button.

Switch to the Microsoft 365 tab, which should appear if the integration is successfully configured.

Click the Next button to pull the list of contacts.

Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts, it may take some time to finish. You may close the window as the process finishes in the background.