This guide explains how to connect your Microsoft 365 / Exchange Online mailbox to Carerix using OAuth2 authentication.
After connecting:
Emails from your Office 365 mailbox can be retrieved in Carerix
Carerix can synchronize folders such as Inbox, Archive, and Deleted Items
Authentication is handled securely via your Microsoft account.
Before you start
Make sure the following requirements are met:
Your organization uses Microsoft 365 / Exchange Online
Your mailbox is active and accessible
Your administrator allows third-party OAuth connections
You can log in to your Microsoft account in a browser
Important: If the connection fails, contact your Microsoft 365 administrator.
Establish the synchronization
Step 1: Open your account settings
Click your profile name in the top-right corner of Carerix.
Select My Account.
Step 2: Select Office 365 from Email settings
Scroll to the Email settings section.
From the Mail service provider dropdown, select Office 365.
[Email settings panel with Office 365 dropdown selected]
Step 3: Start synchronization
Click Start Mail Synchronization.
Step 4: Authenticate with Microsoft
A Microsoft login page opens:
Choose your Microsoft account
Sign in to your Microsoft Office 365 account
Grant permissions to the Carerix app
[Microsoft account selection screen]
After logging in and granting permissions, all required email settings will automatically and correctly be registered in Carerix. All email settings fields become read-only, and your email synchronization is almost ready to go.
Step 5: Map your folders
To finish the setup, you need to map the respective folders in Carerix and Office 365. This ensures that mail from your Office 365 inbox arrives in the Carerix inbox, archived mail stays in the archive, and deleted mail is found in the deleted items folder.
Click Edit folders and map the following folders:
[Folder mapping interface]
💡 Tip! Start with the most commonly used folders (Inbox, Sent Items, and Trash). You can add more folders later if needed.
Stopping synchronization
To stop synchronization:
Go to My Account → Email settings
Click Stop Mail synchronization
This removes:
OAuth authentication
Email settings
Folder mappings
Note: Stopping synchronization won't delete any emails already imported into Carerix. It only stops new emails from being synced.
Troubleshooting
Wrong Microsoft account selected
If the wrong mailbox is connected:
Click Stop Mail synchronization
Open a private/incognito browser window
Log in to Carerix
Repeat the setup steps
Why: Your browser may automatically log in to a previously used Microsoft account.
The "Start Mail synchronization" button is missing
Contact your Carerix administrator or helpdesk to enable IMAP OAuth2 for your environment.
💡 Tip! This is a one-time setup that your administrator must configure for the entire organization
Office 365 is not available in the dropdown
Your administrator must enable Microsoft as an OAuth provider in system settings.
[System settings page showing OAuth provider options]
Error when clicking "Edit folders"
If you get an error message when clicking "Edit folders", something is not correct in your email settings:
[Common error messages from folder mapping]
Try:
Refresh the page
Repeat the login process
Reconnect the mailbox
Common causes:
Incorrect password or username
OAuth2 permissions not granted properly
Microsoft account used does not have mailbox access
If the problem is not resolved, or if you would prefer to contact our support team, please reach out to our helpdesk at helpdesk@carerix.com
Keywords: UD-3189, oAuth