How to connect VOGSY to Microsoft 365 or Google Workspace
First published on November 15, 2024 , updated on July 3, 2025How to Connect VOGSY to Your Productivity Suite
Do more with less by connecting VOGSY to the productivity tools you already use every day. By integrating with Microsoft 365 or Google Workspace, you save on costs, reduce the need for extra training, and create a seamless workflow for your team.
What VOGSY connects to
VOGSY integrates directly with the most common applications for documents, email, and reporting.
Email (Outlook or Gmail):
Send outgoing emails directly from VOGSY.
Use our email add-on to save important incoming emails to the relevant project or opportunity in VOGSY.
Cloud Storage (Google Drive, Microsoft OneDrive or SharePoint):
Store and retrieve all your project-related documents in the cloud storage you already use, all without leaving VOGSY.
Document Creation (Word or Google Docs):
Create professional quote and invoice templates using the word processor your team is familiar with.
Reporting (Excel or Google Sheets):
Export detailed back-office reports from VOGSY for advanced analysis and manipulation.
Benefit: Automatic folder structure
To save you time and keep you organized, VOGSY automatically creates and maintains a logical folder structure within your SharePoint or Google Drive. Folders are created for:
Organizations (your customers and suppliers)
Opportunities and quotes
Projects and invoices
This ensures all your documents are stored in a consistent and predictable way, with no manual effort required.
How to Establish the Connection
The connection is established by granting VOGSY permission to access your Google Workspace or Microsoft 365 domain. You can easily trigger this one-time permission request.
Navigate to any sample opportunity in your VOGSY environment.
Scroll to the bottom of the page and find the "Create Quote" option.
Click "Create Quote." This action will immediately begin the permission-granting process.
Follow the on-screen prompts from Microsoft or Google to authorize the connection.