Installation guide

Set up SendToQuickBase
in Outlook.

Save your emails and calendar events to Quickbase. Start by downloading the installation file, then add it to your Outlook mailbox.

Using New Outlook or Outlook Web Access (OWA)? Both use the same browser-based installation steps below. For this guide, OWA means the current Outlook on the web experience.

1. Download the installation file

Save SendToQuickBase.xml to your computer. This small file tells Outlook where to find the add-in; you do not need to open or edit it.

Download SendToQuickBase.xml

Check your browser’s Downloads list if no save dialog appears. If XML text opens instead, use Save As (Ctrl+S on Windows) and keep the filename SendToQuickBase.xml, without an extra .txt extension.

2. Open Outlook’s add-ins dialog

Open the Microsoft link below in your browser. Sign in with the same mailbox you use in Outlook, and wait for the add-ins dialog to appear.

Open Outlook add-ins (new tab)

For XML files, use this dialog rather than the Add Apps store.

3. Install the downloaded file

  1. Select My add-ins.
  2. Scroll to Custom Addins.
  3. Choose Add a custom add-in, then Add from file.
  4. Select SendToQuickBase.xml from your Downloads folder or saved location.
  5. Review the installation prompt and select Install to proceed.

Use Add from file. Microsoft no longer supports Add from URL for this process.

These steps follow Microsoft’s manual installation instructions.

4. Return to Outlook

After installation, follow the row for your Outlook version.
New Outlook for Windows Return to the desktop app using the same mailbox. If SendToQuickBase is not visible, close and reopen New Outlook.
Outlook on the web / OWA Close the add-ins dialog and refresh your Outlook browser tab.

Installation is associated with the mailbox. You normally do not need to install it again when using that same mailbox in another supported Outlook client.

5. Open SendToQuickBase

  1. For email: open a message, then look for SendToQuickBase under Apps or More apps.
  2. For a calendar event: open the meeting or appointment in its own window and look for the add-in on the ribbon.
  3. Use SendToQuickBase’s setup and options to configure your Quickbase connection and mappings, then save an item to verify your setup.

You need Quickbase access and a configured SendToQuickBase account. See Microsoft’s guide to finding and using add-ins for current menu locations.

Need help?

Custom Addins or Add from file is missing or disabled

Confirm that you opened the add-ins dialog using the Microsoft link in step 2. If installation is still unavailable, ask your Microsoft 365 administrator to check whether custom add-ins are permitted and provide the downloaded XML file for assistance.

The add-in does not appear

Check that the browser installation used the same mailbox as Outlook. Refresh Outlook on the web or restart New Outlook, then open an email and check Apps. If your administrator manages installation, ask them to confirm it is assigned to your mailbox.

I use a different or older Outlook Web Access system

These steps cover current Outlook on the web. Ask your email administrator to confirm compatibility and the installation method for an older or on-premises OWA system.

Visit the SendToQuickBase product page