If you are a Microsoft Workspace Admin, we advise you install this add-in on behalf of a group or organisation. For instructions on how to do so, click here.
The installation process differs depending on the Outlook type you are running. Please select the relevant option below:
For a list of supported versions of Outlook please read here.
New Outlook - Installing the Outlook Add-in
Open Outlook, on the navigation bar, click the 'Apps' icon and then select 'Add Apps'.
On the Apps page search for 'SourceWhale'. Make sure you select SourceWhale for Outlook (we also have an excel add-in available in the store).
Once you've downloaded the add-in, you can open it by clicking on 'New email' then select 'Apps' and click on 'SourceWhale.
Note: you need to be logged in with the same email used on your SourceWhale account.
Note: If you can't see the SourceWhale add-in, try logging out and back into your Outlook account to ensure the add-in has fully installed.
You'll then see the SourceWhale add-in appear, next you need to pin the add-in. Once you've pinned it, you can request activation code. The code will be sent to your inbox after a few seconds.
You'll then need to enter your 6 digit code into the add-in and click 'Activate'. Success! You can now access the Outlook add-in.
Classic Outlook - Installing the Outlook Add-in
Open Outlook.
From the ribbon, select Home > All Apps. If the Simplified Ribbon is configured in your Outlook client, select the ellipsis button (...) from the ribbon, and then choose All Apps.
N.B. Starting in Outlook for Windows Version 2303 (Build 16215.10000), the 'All Apps' button replaces the 'Get Add-ins' button on the ribbon to view installed add-ins and access the Office Store. If you’re using an earlier version of Outlook, you'll see the 'Get Add-ins button instead.
Depending on your Outlook version or account type, select Add Apps or Get Add-ins.
The dialog that appears varies depending on whether you had the Add Apps or Get Add-ins option available to you.
If you selected Add Apps, the Apps dialog appears.
If you selected Get Add-ins, the Add-Ins for Outlook dialog appears.
On the Apps page search for 'SourceWhale'. Make sure you select SourceWhale for Outlook (we also have an excel add-in available in the store).
When you're ready to install the add-in, select Add.
Once the add-in is installed, open it by navigating to All Apps and selecting SourceWhale.
Note: you need to be logged in with the same email used on your SourceWhale account.
Note: If you can't see the SourceWhale add-in, try logging out and back into your Outlook account to ensure the add-in has fully installed.
You'll then see the SourceWhale add-in appear, next you need to pin the add-in. Once you've pinned it, you can request activation code. The code will be sent to your inbox after a few seconds.
You'll then need to enter your 6 digit code into the add-in and click 'Activate'. Success! You can now access the Outlook add-in.
Supported Versions of Outlook
The SourceWhale Outlook Add-in is only supported by some versions of Outlook. You will need to check that you are running a version of Outlook that is supported. To determine what version of Outlook you are using, see Microsoft's guide on how to check your Outlook version. See below for supported versions.
Platform | Product | Minimum Product Version | Minimum OS Version |
Windows | Microsoft 365 | Version 2104 (Build 13929.20296) or later | Windows 10 (version 1903 or later) |
Mac | Microsoft 365 | Version 16.38.506 or later | |
Web Browser | Modern Outlook UI | - | Any modern browser |
The following clients are not supported:
Outlook 2021
Outlook 2019
Outlook 2016
Outlook 2013
I am on a supported version and the add-in still isn’t working?
Please ensure you are logging into the SourceWhale Outlook add-in the email address of the Outlook account has to match the email address we have in SourceWhale. If you are still experiencing issues, please contact support by clicking the icon shown in the bottom right of this page and informing them of the issues that you have faced. The tech team will be notified and we will endeavour to help in any way we can.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬