Microsoft Office Integration

This article describes the benefits to using Microsoft Office along with HawkSoft. If your administrator provides a Microsoft Office subscription, you can use this integration for sending emails (Outlook), writing form letters (Word), performing advanced data review (Excel), and more.

What version of Office should I use?

HawkSoft supports Microsoft 365 (formerly known as Office 365) and Microsoft Office 2021.

For our compatibility with older versions of Microsoft Office, see our System Requirements page.

What’s the difference between Microsoft 365 and Office 2021?

Microsoft 365 is a recurring subscription. Microsoft 365 offers different plans which provide different apps and services, however all Microsoft 365 plans come with Word, Excel, PowerPoint, and Outlook, as well as 1 TB of OneDrive cloud storage and Microsoft chat and phone support. With a subscription, you get the latest versions of the apps and automatically receive updates when they happen.

Office 2021 is a one-time purchase that comes with classic apps like Word, Excel, and PowerPoint for PC or Mac, and does not include any of the services that come with a Microsoft 365 subscription. One-time purchases don’t have an upgrade option, which means if you plan to upgrade to the next major release, you'll have to buy it at full price.

To learn more about the differences between Microsoft 365 and Office 2021 in Office Support, see this comparison chart or this detailed article.

How much will this cost?

HawkSoft does not charge for integrating with your Microsoft Office products.

For prices on purchasing Microsoft Office, see Microsoft's pricing guide.

How do I know if my computer, mobile device, or browser can run Office?

To see if your computer, mobile device, and/or browser can run Office, please visit the Office system requirements page.

Are there tutorials on how to use the Office apps and services?

Yes, the Microsoft 365 Training Center has quick start guides, cheat sheets, tips and tricks, and training courses on how you can make the best use of Office.

How do I download, install, reinstall, activate, or update Office?

Once you have purchased Office, login in using your Microsoft Account page, then select Services & subscriptions. Microsoft will show you a list of your purchased products, with a link to install them.

For more information about downloading, installing, activating, or updating Office, see this article.

Once you have installed Outlook, you will need to add your email account. For instructions see this article.

For additional information about specific email servers, such as Exchange, Google, or Yahoo, see this article.

Integration Options

The following is an overview of articles which contain steps to integrating your Office applications with HawkSoft.

Sending Emails with Outlook

You can integrate your Outlook application or Microsoft 365 account with HawkSoft to send emails directly in the HawkSoft application.

For more information, see User Email Integration.

Calendar Integration with Outlook

You can display your Outlook or Office 365 account calendar in HawkSoft.

For setup steps and integration options, see User Calendar Integration.

Advanced Reporting with Excel

When working with reports in HawkSoft, you can copy or export your report data to a .csv spreadsheet file, which can be read and edited in Excel. Excel has a wide variety of resources for graphing, summaries, pivot tables, and more.

For more information on exporting data to Excel, see Saving and Sharing Report Data.

Import and Export Drivers, Vehicles, Schedules, and Certificate Holders with Excel

HawkSoft enables you to export certain policy and forms data to a CSV spreadsheet file, which can be read and edited in Excel. You can then import these spreadsheets back into HawkSoft to add, edit, or change large amounts of data at once.

For example, you could export a list of vehicles on a policy, email it to the client, and the can fill in any missing information, add new vehicles, remove old vehicles, then email the updated vehicle list back to you to import back into HawkSoft, updating the policy.

Export/Import Multiple Drivers and Vehicles

Export/Import Scheduled and Unscheduled Items

Export and Import Certificate Holders

Create Form Letter Templates with Word

HawkSoft enables you to import .rtf and Word documents to use as templates for sending form letters to clients.

For more information, see Form Letter Templates.

Files imported in .docx format will open in Word instead of in the HawkSoft Letter Editor.