Your document hub
Save time and effort: With the Office add-ins, you can store documents from Microsoft Office directly in the Abacus dossier - without having to start the Abacus software. Synchronisation takes place with just a few clicks in the Office application and changes are automatically updated in Abacus. This means that quotations, order confirmations and other correspondence can be easily created, processed and filed directly in the relevant dossier.
Dynamic reports and analyses with Abacus data
Load matrix reports and Privot analyses with Abacus data directly from Excel. Information from Abacus can be linked to a cell to dynamically customise the report. For example, an offer template in Excel can be enriched with data from Abacus and supplemented by manual input directly in Excel. The cells linked to Abacus are always up-to-date.
Starting processes in Microsoft Outlook
Start a process in Abacus directly in Outlook - for one or several emails at the same time. This is suitable for entering leads in Abacus CRM, for example. During the process, the content of the emails is summarised in the lead and the email is filed in the dossier. The add-in enables a seamless connection between e-mail communication and process control in Abacus, saves time and reduces manual transmission errors.
Supported Microsoft products
These features are waiting for you
The Abacus Office add-ins offer you a wide range of functions that enable seamless and efficient collaboration between Abacus and Microsoft Office.
Add-In for Microsoft Word
- Create documents in Word and store them directly in the corresponding customer, employee or project dossier
- Upload as Word file or converted to PDF
- Overwrite document or save as new version
- Delete or separate a document from the dossier and store it in another dossier
Add-In for Microsoft Outlook
- Start process in Abacus directly from Outlook for one or more emails at the same time
- Summarise email correspondence with the help of artificial intelligence
- Upload individual or multiple emails, entire conversation histories or email attachments in the dossier
Add-In for Microsoft Excel
- Create analyses, pivot evaluations and reports using Abacus data in Excel
- Link input parameters from Abacus to a cell to dynamically customise the report
- Create documents in Excel and store them directly in the corresponding customer, employee or project dossier
Your benefits with Abacus Office add-in
With the Abacus Office add-in, communication between Office products and Abacus is simple. It also offers you many other advantages:
Integrated
The Microsoft applications are directly connected to the Abacus Business Software
Direct
Direct and simple communication between Abacus and Microsoft Office
Simple
Simple integration of the add-in to connect Abacus with Microsoft Office
How to use the Abacus Office add-in
The Abacus Office add-ins are available from Abacus Version 2024 and can be easily downloaded from the Microsoft AppSource Store and linked to your Abacus.
Download the desired Abacus Office add-in from the Microsoft AppSource Store.
Open the Abacus add-in in Microsoft Word, Excel, PowerPoint or Outlook
Connect client with AMID
The Abacus Office add-in is ready to use
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