Setting up Outlook add-in

Before you start, ensure that you have the ION API file for Outlook add-in.

  1. Optionally, if you have access to Infor ION API, proceed to Authorized Apps and download the ION API file of CLM Outlook Add-in.
    If you have no access to Infor ION API, ask for a copy of the ION API file from your system administrator.. See how to download the .ioanapi file in Infor M3 Customer Lifecycle Management Configuration Guide for Infor Operating Service.
  2. On the Login page of Outlook Add-in and click the Folder icon.
  3. Upload the previously downloaded ION API file.
  4. Click Sign in and log in using your M3 CLM sign-in name and password.