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Nextiva Office 365 People Integration

XBert

With Nextiva’s Office 365 integration, sync contact data from Microsoft 365 into XBert for a unified, reliable source of customer and employee information.

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Overview

The Office 365 integration syncs contact data from Microsoft 365 into XBert, creating a unified and reliable source of customer and employee information. By connecting Outlook and Teams contacts directly into XBert, teams gain immediate access to accurate contact records across interactions, routing, and reporting–without manual imports or data inconsistencies.

Enhance productivity and data accuracy with automated contact synchronization:

  • Unified Contact Data: Automatically import and maintain contacts from Outlook and Teams within XBert.
  • Eliminate Manual Uploads: Remove the need for CSV imports and manual data entry with continuous syncing.
  • Improved Routing & Context: Ensure agents and systems use accurate contact data for smarter routing and personalized interactions.
  • Consistent Data Management: Standardize how contact records are ingested and maintained across systems.

Requirements

  • Active XBert platform account
  • Microsoft 365 (Office 365) tenant with admin authorization

FAQs

Does the Office 365 integration support automatic contact syncing?

Yes. Once authorized, XBert continuously imports contacts from Outlook and Teams, ensuring records stay current without manual updates.

What contact data is synced into XBert?

Contacts stored in Outlook People and Microsoft Teams are imported into XBert, making them available across workflows, routing, and reporting.

Does this integration replace manual contact imports?

Yes. The integration eliminates the need for CSV uploads by automatically syncing contact data from Microsoft 365 into XBert.

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