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Invoco's Integration with SharePoint

Want to get your call recordings, call data and other information stored into SharePoint automatically? No problem, just link your SharePoint account and it’ll all be done as if by magic!

What data can we push into SharePoint?

  • Call Recordings: Once a call has completed, we’ll push the recording into the call recording folder in your SharePoint account which you can store for as long as you need. These are categorised into folders by date, so that it's easily to hunt through them and find what you need.
  • Itemised call records: Once a week, we’ll 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 ‘Weekly Reports’ folder instead. No more searching!
Check out the following video to see how to set up the integration and how it works….

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