You can integrate an individual user account with Office 365 or a paid Google/GSuite for mailbox, files, and calendar. Below is a step-by-step guide to setting up these integrations, along with an overview of the available features.
Contents:
Step by step
Integration set-up process
1. Navigate to My Integrations > Select Office365 or Google/Gsuite, depending on which account you would like to integrate with
2. Click on Sign in with Google (Google/Gsuite integration) or Connect (Office365 integration)
If you are setting up the Google/GSuite integration, ensure that you follow the steps outlined in the GSuite Provisioning article before proceeding with the integration setup. Google connections can ONLY be made from paid GSuite accounts, not free personal accounts.
3. Follow the prompts to log in/select your account and accept/allow the scopes outlined
4. Once connected, this will automatically connect to the Mailbox; however, should you like to also connect to the Calendar, this can be done by ticking the box below:
Additional information
If you have multiple Office365 accounts (Whether that be a business or personal email), we provide the option to set up additional profiles. This can be done by going into Settings > Setup Integration Profiles. You can select Add Integration Profile to create a new profile.
Once created, you can view it under existing profiles and have the option to edit the profile on the right-hand side, if necessary.
You can select the Profile from within the Office365 integration setup and connect another Office365 account to integrate with.
Once you have set up the integration, you can see all sent/received email messages for a given contact. This can be accessed by going into a contact card > Select the Mailbox tab. Within the Mailbox, you can preview all emails sent/received. You can also select your profile and filter by inbox folders/contacts.
When previewing the email, you have the option to attach it as a Read-Only note against the contact.
We offer the ability to connect your Google Drive and OneDrive with a filing cabinet on a property or contact. Below is an outline of how to both retrieve and save Google and OneDrive documents within a filing cabinet, as well as how to send a file from the filing cabinet to your Google and OneDrive account.
Fetching files from Google Drive or OneDrive
1. Navigate to an example property or contact > Filing Cabinet tab
2. Once in the Filing Cabinet, click on Fetch from Google Drive or OneDrive
3. You can navigate to the relevant Google Drive or OneDrive folder and select the file to add to the filing cabinet
4. Once you have fetched the file from Google Drive or OneDrive, it will now be available within the Default folder of the filing cabinet
If the file is a Google Doc (or similar), the integration requires us to export the file into a different format (rather than fetching it as-is) - This format is a PDF.
Sending files from Google Drive or OneDrive
1. Navigate to an example property or contact > Filing Cabinet tab
2. Once in the Filing Cabinet, click on your desired document/file
3. This will then provide you with the option to Send To Google Drive or Send To OneDrive
4. You can navigate to the relevant Google Drive or OneDrive folder and click on Send To Google Drive or Send To OneDrive to save
5. Once sent, it will be available within the selected Google Drive or OneDrive folder