The video above shows how to connect the Invoco platform to your Microsoft OneDrive account. Once connected, we can push the following into Microsoft OneDrive automatically:
Call Recordings: Once a call has completed, we’ll push the recording into the call recording folder in your Microsoft OneDrive account which you can store for as long as you need.
Itemised call records: Once a week, we’ll push a CSV file with itemised call records for the previous week, so if you need to upload the data to a reporting platform or CRM system you can.
Invoices: Keep all of your invoices in one place to make it easier to refer to them in the future.
Weekly reports: Fed up of trawling through your emails to find your weekly reports? Get them pushed to a ‘Weekly Reports’ folder instead. No more searching!