Connecting a shared mailbox

Where to find it

Settings → Connections → open a Microsoft mailbox connection → shared inbox setup

✅ Common tasks

Prepare access before you start

1. Use a Microsoft account that has delegate access to the shared mailbox

2. Ask your Microsoft 365 admin to grant that access first

3. Confirm the shared mailbox address is correct (e.g. [email protected])

You never log in as the shared address itself — access comes from a connected personal account's delegate grant.

Add a shared mailbox

1. Open Settings → Connections and pick a Microsoft mailbox connection

2. Click into its shared inbox setup screen

3. Enter the shared mailbox email address

4. Submit the setup request

Cashfeed runs a live test at setup, so a wrong address or missing permission blocks adding the mailbox.

Make sure documents get picked up

1. Send documents to the shared mailbox's Inbox folder, not a subfolder

2. Avoid relying on Junk, Deleted Items, Sent, Outbox or Drafts — these are ignored

3. Send test documents from an external sender, not the shared mailbox itself

4. Attach a real file with a filename and content

Self-sent emails are skipped unless the shared mailbox is also a To/Cc/Bcc recipient.

🔗 See also

• Getting documents into Cashfeed

• Mailbox ingestion filters

• Filtered documents and duplicates

• Incoming email intake settings

• Connection health and renewal