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How to set up the Invoco integration to Microsoft OneDrive

The video above shows how to connect the Invoco platform to your Microsoft OneDrive account. Once connected, we can push the following into Microsoft OneDrive automatically:

  • Call Recordings: Once a call has completed, weรขโ‚ฌโ„ขll push the recording into the call recording folder in your Microsoft OneDrive account which you can store for as long as you need.
  • Itemised call records: Once a week, weรขโ‚ฌโ„ขll push a CSV file with itemised call records for the previous week, so if you need to upload the data to a reporting platform or CRM system you can.
  • Invoices: Keep all of your invoices in one place to make it easier to refer to them in the future.
  • Weekly reports: Fed up of trawling through your emails to find your weekly reports? Get them pushed to a รขโ‚ฌหœWeekly Reportsรขโ‚ฌโ„ข folder instead. No more searching!

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