cks.OUTLOOK – Integrate emails directly into SAP Business One
Import emails and attachments from Microsoft Outlook directly into SAP Business One and link them to the relevant documents and business partners. This way, your email communication becomes an integral part of your SAP processes.
Email communication is often not part of SAP processes
Most communication with customers, suppliers, and partners takes place via email. Quotes, inquiries, confirmations, and documents are sent and received daily through Outlook.
However, this information often remains in the email inbox and is not directly available in the SAP system.
Import emails and attachments directly into SAP Business One
With cks.OUTLOOK, emails and attachments from Microsoft Outlook can be imported directly into SAP Business One and assigned to the appropriate transactions.
This makes relevant information immediately available in the ERP system, where it can be processed further in the appropriate context.
![[Translate to English:] Icon Mail](/fileadmin/SAP/icon_mail.svg "[Translate to English:] Mail"){kind=icon}
Emails can be transferred directly from Outlook to SAP Business One—without any detours or manual steps.
The user decides which content is relevant for further processing.
![[Translate to English:] Icon Anhang](/fileadmin/SAP/icon_anhang.svg "[Translate to English:] Anhang"){kind=icon}
File attachments from emails are stored in SAP Business One along with the email.
This means that documents such as quotes, orders, or invoices are directly linked to the corresponding transaction.
![[Translate to English:] Icon Geschäftspartner](/fileadmin/SAP/icon_geschaeftspartner.svg "[Translate to English:] Geschäftspartner"){kind=icon}
When importing an email, it can be linked directly to a business partner or a specific document.
This ensures that the communication is immediately available and traceable within the correct context.
![[Translate to English:] Zentrale Verfügbarkeit](/fileadmin/SAP/icon_datenqualitaet.svg "[Translate to English:] Icon Zentrale Verfügbarkeit"){kind=icon}
All imported content is available centrally in the ERP system and can be viewed by authorized users.
Email communication thus becomes part of existing processes and is no longer managed separately.
How to Integrate Emails from Outlook into Your SAP Processes
With cks.OUTLOOK, emails are transferred directly from Microsoft Outlook to SAP Business One and stored there in the correct context. The process is clearly structured and integrates seamlessly into your daily workflow.
Relevant emails are selected directly in Microsoft Outlook.
The user decides which content should be imported into SAP Business One.
The selected email is transferred to SAP Business One with just a few clicks.
Initial assignments can be made at this stage.
The email is automatically assigned to an existing business partner or a specific transaction—such as a quote or order.
This ensures that the communication is immediately available in the correct context.
The email, including any attachments, is stored in the SAP system and is available there for further processing.
All parties involved have access to the relevant information within the respective process context.
Frequently Asked Questions About Integrating Outlook with SAP Business One
Yes. Only emails that are relevant to processes in SAP Business One are imported.
The decision is up to the user.
The email is assigned immediately upon import.
You can select which business partner or transaction the email should be assigned to.
Yes. Attachments are stored in the system along with the email and are available there in their respective context.
All authorized users in SAP Business One can access the stored emails.
This ensures that information is available across teams.
benjamin.apfelstaedt@sigmagmbh.de
