Connect Pingen to OneDrive and Office 365
Using the OneDrive / Office 365 integration, PDFs can be transferred directly from OneDrive to Pingen and sent by post. This way letters can also be sent directly from Office 365 or Microsoft Word in just a few clicks. To learn how to manage integrations in the Pingen App, read the article "Manage integrations in Pingen".
Why connect Pingen to Office 365?
Integrate letter mailing into daily workflows
Sending letters directly from your own work tools is very convenient. Thanks to the deep integration of OneDrive into all Office applications, Pingen's OneDrive / Office 365 integration is ideal for sending documents by post directly from Office 365.
Automate the sending of letters
With the OneDrive / Office 365 integration, you can upload PDFs to OneDrive, transfer them automatically to Pingen, and have them delivered by post. Thanks to Pingen's fully automated processes, you save time and money. You also send your mail in a climate-friendly and resource-efficient way.
Suitable for large mailing volumes
Only 100 documents can be uploaded at once in the Pingen App, but integrations allow any number of documents to be processed simultaneously. That’s why the OneDrive / Office 365 integration is ideal for sending large quantities of documents automatically via Pingen.
How to: Connect Pingen and Office 365
Integrations can be connected and managed in the relevant Organisation via the menu item "Organisation Administration" "Integrations". Click on the button "Add integration" to select OneDrive / Office 365.
1. Specify the delivery settings
Once you have selected the "OneDrive / Office 365 Integration", the next step is to specify the delivery settings.
Envelope window: To ensure the visibility of the recipient's address, the envelope window must be on the correct side. Please specify whether the recipient’s address is on the left or right side in the document.
Send automatically: If “Send automatically” is enabled, the letters are sent directly after they’re transmitted to Pingen. If this feature is disabled, the letters are only transferred to Pingen and can then be sent manually via the Pingen App.
Delivery Product: The delivery product option controls whether letters are sent as quickly as possible, as cheaply as possible, or in bulk. If you select the "Fast" option, the fastest available delivery option for the respective recipient country is used. If you select the "Cheap" option, letters are sent using the cheapest available shipping option. If you select the "Bulk" shipping option, letters are sent at even cheaper shipping prices but have a longer delivery time.
If you select the "Bulk" shipping option, letters will be sent at even cheaper shipping prices but have a longer delivery time. If you select bulk mailing but this mailing option is not available in the recipient country, the letters will automatically be sent using the "Cheap" mailing option.
Page Handling: The page handling option determines whether your letters will be printed on one side (simplex) or on both sides (duplex).
Color Mode: The color mode specifies whether the letters are printed in greyscale or in color.
If required, the delivery settings can also be modified again after the integration of Office 365 has been completed.
2. Select the Microsoft account
The "Connect to OneDrive" button opens a new tab to select the correct Microsoft account.
If you are not already logged in to a Microsoft account, this window will appear.
Please log in with your Microsoft account. If you are already logged in, you can proceed directly to step 3.
Please note: Each Microsoft account can only have one connection to Pingen. If your current Microsoft account is already linked to Pingen, please try again with another Microsoft account.
3. Grant access to OneDrive
After signing up, you need to grant Pingen access to your OneDrive. Pingen needs specific permissions to connect to your OneDrive and submit the letters to your Organisation in Pingen. Click "Yes".
You can revoke access at any time via your Microsoft account or directly in Pingen.
4. Connection successfully established
As soon as the connection to OneDrive / Office 365 is successfully established, you’ll be notified in Pingen.
Sending letters via OneDrive / Office 365
Once you have granted access, Pingen will automatically create a new folder called "pingen_v2" in the selected OneDrive.
When you save PDFs to this folder, your documents will be automatically transferred to Pingen. If you have the automatic sending feature enabled, the letters will be printed and posted automatically after they have been transferred.
Send letters directly from Microsoft Word
To send letters directly from Microsoft Word, create your document in Word as usual. Then click on "File", "Save as".
The explorer then opens a window to select the location. Click on "OneDrive" and then select the "pingen_v2" folder as the location. Change the file format from Word document to PDF and save the document.
If you have not yet set up OneDrive on your Mac, we recommend installing the OneDrive App. Here you can find instructions on how to set up OneDrive on your Mac.
The Finder then opens a new window to select the location. Click on the "Online Locations" button "OneDrive" and select the "pingen_v2" folder. Now change the file format to PDF and click on "Save".
All PDFs saved in the "pingen_v2" folder are automatically synchronised with Pingen within a few minutes.
Track letters via the Pingen App
After the PDFs have been processed by Pingen, you can track the sending of the letters via the menu item "Letters" in the Pingen App.
This way, you always stay up to date about the status of your letters!