Corrensa - VTiger Outlook

Corrensa is a plugin connecting VTiger CRM to your Outlook(Desktop). The extension comes in the from of a toolbar/widget on the outlook interface and displays the information from VTiger with ability to view, edit & create records.

The installation process is very simple!

 

Sign up/Install VTiger Extension/Adapter

If you received an email with  instructions on how to install VTiger Plugin for Outlook, it’s likely that your system/VTiger Administrator has already installed Corrensa Adapter/Extension on VTiger and you no longer need to do this. In this case, skip this step.

If you are just starting with Corrensa  – go to our “Get Started” page to download and install adapter/extension on VTiger.

 

Requirements

Before you start, there’s few things you should know:

  • Corrensa is currently compatible with Outlook 2010/2013/2016 (32/64 Bit).
  • Corrensa is compatible with VTiger 6.0, 6.1, 6.2, 6.3, 6.4, 6.5, 7.0 open source version. The On-Demand version is currently not supported.
  • Net Framework is required to run Outlook addons, and it is likely that you already have it installed, assuming your windows & updates are current, however it’s recommended that you download the latest version. Click here for direct link to Net Framework 4.5.
  • Visual Studio 2010+ Tools for Office Runtime is required to run Microsoft Office based solutions(Outlook addin). Click here for direct link.

 

Install Outlook Plugin

The installation process is simple, first you need to download the setup file:

  • Outlook Plugin Download: Click here to download 32bit version or click here to download 64bit version.
    • Once downloaded, run the setup file and proceed with the setup. (Note, Chrome browser might see as “not commonly downloaded file”, so you will have to click on it and “Keep” the file)
    • Accept the Terms & Conditions
    • Specify folder to install the plugin (default is recommended)
    • Finish the setup
  • Open Outlook and you will see Corrensa toolbar on the right. Expand it by clicking on the icon and input your VTiger URL/Link, Username & Password and start using it!

 

That’s it! If you have any questions or issues getting it installed – please contact us!

Make sure to check out this this 3 minute video on how to use Corrensa!

YouTube video: https://youtu.be/7sNikAQLFk4

 

Additional Information for Administrators

Corrensa is completely customizable – meaning that you can:

  • Add/Remove Custom Fields
  • Rename Fields & Blocks
  • Adjust the Layout/Field Order on the Toolbar
  • Configure Search Fields
  • Activate/Deactivate Users

You can find the documentation here: https://www.corrensa.com/documentation/

There’s also a tutorial video on how to Customize & Configure Corrensa: https://youtu.be/lgvqtjoBK5w

Thanks!

27 Comments

  1. Klaus says:

    hi looks good, but….
    I tried to install the outlook connector/Install Outlook Plugin. I get an error:
    ca<nnot find the file or assembly "Microsoft.Office.BusinessApplication.FBA… … System cannot find the file in c:\\program Files(x86)\commonFiles\Microsoft Shared\VSTO\10.0\VSTOInstaller.exe … ( Is translated form my German windows 10 with outlook 2013
    If I check I can find this missing file VSTOInstaller.exe here:
    C:\Program Files (x86)\Common Files\Microsoft Shared\VSTO\10.0
    Do you have an idea how???

    Actually we only need a possibility to sync the calendar between our synology NAS, Outlook and Vtiger…
    Any idea?!

    Thanks
    Klaus
    Working from Malaysia for my son's company in Germany:-)

  2. Dedy Sam says:

    Hi it works great thanx.
    But i cannot attach any emails to my clients.
    The client appears in my screen as a contact detail but i cannot see any options to attach my email.

    Greetings

    Sam

  3. Oliver M. says:

    Hello,
    why there is no plug-in for Outlook on Mac OS X, or is this planned?

  4. Hello,

    Great tool, and it works well, thanks.

    Does Corrensa synchronise Outlook tasks from Vtiger calendar tasks?

    • Corrensa says:

      It currently does not synchronize tasks or activities from Outlook to VTiger calendar. You can only view activities that are in VTiger on the toolbar.

      Thanks!

  5. any solution for safari browser?

  6. kuvuki says:

    Hey guys can the corrensa tool sync selective contact from outlook/gmail into vitiger

  7. Ilya says:

    I tried to install the outlook connector/Install Outlook Plugin. I get an error: “this installation package is not supported by this processor type”
    It seems to me, that your package is 64-bit, and my Windows 7 – 32-bit
    Have you 32-bit package?
    Please send download link to email rudenko@it-trade.org

  8. corentin says:

    Hey guys,

    When I select an email in Outlook, I can attach and add the email in the email list of the contact, but when I have an external service providers between my customer and me, How can I attach the e-mail in the provider’s record vtiger

    regards

    • Corrensa says:

      You would want to:

      1. Open email
      2. Search for provider in corrensa toolbar
      2.1 Open provider in corrensa toolbar
      3. click “Link Email”

      It links email to focused record on the toolbar.

  9. Tim Hyde-Smith says:

    We have installed on Outlook 2013 – but can find no reference to “link email” in the interface. if we open an email the corrensa button does not appear – is it supposed to? We get the button on the main Outlook screen and can look up contacts/associated emails etc etc – just no way to attach email.

    The lack of attachments will be an issue for us – when do you expect that?

    regards

    Tim

    • Corrensa says:

      It should popup up, but regardless – in 2 weeks we are coming out with advanced linking that will allow you to trigger the popup and link emails to contacts/leads/organizations/vendors/tickets/opportunities. I would suggest waiting for that.

  10. Tim Hyde-Smith says:

    We now see that if you open an email FROM someone in vTiger you can link the email – but how do you attach an email you are sending TO the vTiger contact?

  11. John Marchiando says:

    Is there a MacOS version of this extension in the works?

  12. casper says:

    hi
    thank you very munch for your work i’ts great jobs !
    I can’t use french version… english version only run when i configure french language in module

  13. Felipe Schneider says:

    Hello, i try to install the plugin. After finished, when i started doble clic on Corrensa.vsto i get this error:

    ************** Texto de la excepción **************
    System.Deployment.Application.DeploymentDownloadException: No se realizó la descarga de file:///C:/Program Files (x86)/VTExperts Inc/Corrensa/Microsoft.VisualStudio.Tools.Applications.Runtime.dll correctamente. —> System.Net.WebException: No se pudo encontrar el archivo ‘C:\Program Files (x86)\VTExperts Inc\Corrensa\Microsoft.VisualStudio.Tools.Applications.Runtime.dll’. —> System.Net.WebException: No se pudo encontrar el archivo ‘C:\Program Files (x86)\VTExperts Inc\Corrensa\Microsoft.VisualStudio.Tools.Applications.Runtime.dll’. —> System.IO.FileNotFoundException: No se pudo encontrar el archivo ‘C:\Program Files (x86)\VTExperts Inc\Corrensa\Microsoft.VisualStudio.Tools.Applications.Runtime.dll’.
    en System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
    en System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost)
    en System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, FileOptions options, String msgPath, Boolean bFromProxy)
    en System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, Boolean useAsync)
    en System.Net.FileWebStream..ctor(FileWebRequest request, String path, FileMode mode, FileAccess access, FileShare sharing, Int32 length, Boolean async)
    en System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
    — Fin del seguimiento de la pila de la excepción interna —
    en System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
    en System.Net.FileWebRequest.GetResponseCallback(Object state)
    — Fin del seguimiento de la pila de la excepción interna —
    en System.Net.FileWebRequest.EndGetResponse(IAsyncResult asyncResult)
    en System.Net.FileWebRequest.GetResponse()
    en System.Deployment.Application.SystemNetDownloader.DownloadSingleFile(DownloadQueueItem next)
    — Fin del seguimiento de la pila de la excepción interna —
    en Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.DownloadAddIn(TimeSpan timeout)
    en Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.InstallAddIn()

  14. JOSE PARDINAS says:

    On Outlook 2010 I get this error when installing the Add-in:
    ——————-
    “Downloading file://’C:\Program Files (x86)\VTExperts Inc\Corrensa\Microsoft.VisualStudio.Tools.Applications.Runtime.dll did not suceed”

    System.Deployment.Application.DeploymentDownloadException: Downloading file:///C:/Program Files (x86)/VTExperts Inc/Corrensa/Microsoft.VisualStudio.Tools.Applications.Runtime.dll did not succeed. —> System.Net.WebException: Could not find file ‘C:\Program Files (x86)\VTExperts Inc\Corrensa\Microsoft.VisualStudio.Tools.Applications.Runtime.dll’. —> System.Net.WebException: Could not find file ‘C:\Program Files (x86)\VTExperts Inc\Corrensa\Microsoft.VisualStudio.Tools.Applications.Runtime.dll’. —> System.IO.FileNotFoundException: Could not find file ‘C:\Program Files (x86)\VTExperts Inc\Corrensa\Microsoft.VisualStudio.Tools.Applications.Runtime.dll’.
    at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
    at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost)
    at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, FileOptions options, String msgPath, Boolean bFromProxy)
    at System.Net.FileWebStream..ctor(FileWebRequest request, String path, FileMode mode, FileAccess access, FileShare sharing, Int32 length, Boolean async)
    at System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
    — End of inner exception stack trace —
    at System.Net.FileWebResponse..ctor(FileWebRequest request, Uri uri, FileAccess access, Boolean asyncHint)
    at System.Net.FileWebRequest.GetResponseCallback(Object state)
    — End of inner exception stack trace —
    at System.Net.FileWebRequest.EndGetResponse(IAsyncResult asyncResult)
    at System.Deployment.Application.SystemNetDownloader.DownloadSingleFile(DownloadQueueItem next)
    — End of inner exception stack trace —
    at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.DownloadAddIn(TimeSpan timeout)
    at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInDeploymentManager.InstallAddIn()

  15. Jim O'Quinn says:

    Love the plugin! So much easier to manage most all the fields I need from gmail rather than switching between the two applications.

    What would be really cool is open tracking and click tracking for Leads and Contacts when an email is sent from Outlook or Gmail. The one my customers liked about HubSpot was that feature, but their prices were such that most of them are leaving once their annual commitment is up.

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