What are the requirements for the Outlook sidebar?

To install the Insightly Sidebar, you must have all of the following:

  • An Outlook client that supports add-ins
  • Outlook online or Outlook 2013 (and higher) for Windows Desktop or Outlook 2016 for Mac
  • An Office 365 business plan subscription that is not provided through a third party, like GoDaddy or Rackspace
If you use Insightly for G Suite and access your Gmail through Outlook, you won't be able to use the Insightly add-in.

Businesses that use Microsoft Exchange Server for email are using Microsoft Exchange accounts. Add-ins like the Sidebar are not built for use with Exchange accounts.

For assistance with Outlook permissions issues during installation, please contact Microsoft Support.

Was this article helpful?