Settings → Connections → Shared inbox
Open the shared inbox connection screen.
Enter the shared mailbox email address.
Make sure the address is a valid email format.
Save the shared inbox to start the connection test.
Use the team address itself, not a personal user mailbox.
Complete the Microsoft sign-in for the account that has shared mailbox access.
Allow the permissions Cashfeed requests for mailbox reading.
Confirm the shared mailbox opens in Microsoft 365 after sign-in.
If the mailbox is unavailable, check that your Microsoft account can open it directly.
The shared inbox must be accessible to the signing-in Microsoft account.
Wait for Cashfeed to finish the mailbox check.
Open your incoming documents after setup completes.
Look for documents arriving from the shared mailbox address.
If you need to change how incoming mail is processed, use Incoming email intake.
A successful connection can still depend on whether documents are actually sent to that address.
Check the email address for typos.
Sign in with a Microsoft account that has access to the shared mailbox.
Open the shared mailbox directly in Microsoft 365 to confirm access.
Contact Cashfeed support if the mailbox exists but still cannot be reached.
Recheck the email address you entered.
Confirm the Microsoft account has permission to read the shared mailbox.
Try signing out of Microsoft and connecting again.
Contact Cashfeed support if the access test keeps failing.
Confirm senders are emailing the shared inbox address.
Check whether the message landed in another folder first.
Review your intake rules in Incoming email intake.
Contact Cashfeed support if the mailbox is connected but nothing is ingested.
