Connect Outlook to Porcia
Connect your Outlook or Microsoft 365 account via OAuth to automatically discover SaaS vendors from your email.Prerequisites
- An Outlook.com or Microsoft 365 account
- Admin access to your email account
- 5 minutes for setup
Porcia only requests read-only access to your email. We never send emails from your account or modify your inbox.
Step-by-Step Setup
Sign in to Microsoft
You’ll be redirected to Microsoft’s sign-in page. Enter your Outlook/Microsoft 365 credentials
Review Permissions
Microsoft will show the permissions Porcia is requesting:
- Read your email - To analyze vendor emails
- Maintain access to data - To keep the connection active
Wait for Initial Sync
You’ll be redirected back to Porcia. The initial email sync will begin automatically and takes 2-5 minutes.Porcia will scan the last 6 months of emails to discover vendors.
What Happens After Connection?
Initial Sync (First 5 Minutes)
- Porcia scans your last 6 months of emails
- AI identifies vendor emails (invoices, renewals, updates)
- Extracts pricing, contract terms, and renewal dates
- Matches vendors to our global database
- Discovered vendors appear in your dashboard
Ongoing Sync (Real-Time)
- New emails are processed within 5 minutes of arrival
- Vendor information is automatically updated
- You receive alerts for important emails (renewals, invoices)
Permissions Explained
What We Can Access
- ✅ Read emails - To identify and analyze vendor communications
- ✅ View metadata - Sender, subject, date (no content stored)
- ✅ Access folders - To understand email organization
What We CANNOT Do
- ❌ Send emails - We never send emails from your account
- ❌ Delete emails - Your inbox remains untouched
- ❌ Modify emails - We only read, never write
- ❌ Access personal emails - Only vendor emails are processed
Troubleshooting
Connection Failed
If the OAuth connection fails:- Check browser pop-ups - Make sure pop-ups are enabled for app.porcia.org
- Try incognito mode - Sometimes browser extensions interfere
- Clear cookies - Clear cookies for login.microsoftonline.com and try again
- Check admin restrictions - Your Microsoft 365 admin may have restricted third-party apps
Enable third-party apps in Microsoft 365
Enable third-party apps in Microsoft 365
If you’re using Microsoft 365 and the connection fails, your admin may need to whitelist Porcia:
- Go to Microsoft 365 Admin Center → Settings → Org settings
- Click Services → Microsoft 365 on the web
- Ensure Let people in the organization use third-party apps is enabled
- Or go to Azure AD → Enterprise applications and add Porcia
No Vendors Discovered
If no vendors appear after the initial sync:- Wait 5-10 minutes - Initial sync can take time for large inboxes
- Check email history - Porcia only scans the last 6 months
- Verify vendor emails - Make sure you have vendor emails (invoices, renewals) in your inbox
- Check junk folder - Vendor emails in junk won’t be processed
Sync Stopped Working
If email sync stops after working initially:- Check connection status - Go to Settings → Integrations → Email
- Reconnect if needed - Click Reconnect if the status shows “Disconnected”
- Check token expiration - OAuth tokens may expire; reconnect to refresh
- Verify Microsoft 365 license - Ensure your Microsoft 365 subscription is active
More Troubleshooting Help
View complete email sync troubleshooting guide
Disconnecting Outlook
To disconnect your Outlook account:- Go to Settings → Integrations → Email
- Find your connected Outlook account
- Click Disconnect
- Confirm disconnection
Disconnecting will stop new email processing. Historical vendor data will be preserved unless you choose to delete it.
Revoke Access in Microsoft
To completely revoke Porcia’s access:- Go to account.microsoft.com/privacy
- Click Apps and services
- Find “Porcia” in the list
- Click Remove
Privacy & Security
Data Storage
- OAuth tokens - Stored securely with encryption at rest
- Email metadata - Sender, subject, date stored in our database
- Raw email content - Stored encrypted for 90 days, then automatically deleted
- Extracted data - Vendor name, pricing, dates stored for your dashboard
Data Retention
- Active connection - Email metadata retained while connected
- After disconnection - Email metadata deleted within 90 days
- Vendor data - Preserved (you can manually delete if needed)
Compliance
- Data privacy - Right to access, delete, and export your data (GDPR compliance in progress)
- Encryption - AES-256 at rest, TLS 1.3 in transit
Contact Support
Questions about security? Contact us
Microsoft 365 vs Outlook.com
Both Microsoft 365 (formerly Office 365) and Outlook.com accounts work with Porcia:| Feature | Microsoft 365 | Outlook.com |
|---|---|---|
| OAuth Connection | ✅ Supported | ✅ Supported |
| Email Sync | ✅ Full sync | ✅ Full sync |
| Admin Restrictions | May require IT approval | No restrictions |
| Best For | Business accounts | Personal accounts |