Configuring an Office 365 Mailbox to Rev.io

Rev.io can monitor a dedicated inbox and automatically create tickets from incoming emails. Before connecting your mailbox in Rev.io, you'll need to complete a one-time setup in Microsoft Azure which gives Rev.io secure permission to read emails from your mailbox without requiring your password.

Step 1: Create an App Registration in Azure

1. Sign in to the Azure Portal at portal.azure.com.
2. Navigate to Microsoft Entra ID > App registrations > New registration.
3. Give the app a name (e.g., "Rev.io Mailbox"), select your tenant type, and click Register.
4. Once created, copy and save your Application (Client) ID and Directory (Tenant) ID. You'll need both in Step 4.

Step 2: Grant Mailbox Read Permission

1. In your app registration, go to API permissions > Add a permission > Microsoft Graph.
2. Select Application permissions and search for Mail.Read.
3. Add the Mail.Read permission.
4. Click Grant admin consent and confirm. The status should show a green checkmark.

Step 3: Create a Client Secret

1. Go to Certificates & secrets > New client secret.
2. Add a description and choose an expiration period, then click Add.
3. Copy the Value immediately. This is your Client Secret and will not be displayed again after you leave this page.

Step 4: Add the Mailbox in Rev.io

1. In Rev.io, navigate to your mailbox settings and click Add New Mailbox.
2. Enter the email address you're connecting.
3. Set Provider to Office 365 and Authentication Type to App Registration (OAuth).
4. Fill in the following credentials:
   • Client ID from Step 1
   • Client Secret from Step 3
   • Tenant ID from Step 1
5. Click Create.

See the Add/Edit Support Inboxes article for more information.