We provide the option to integrate an individual user account with either Office 365 or PAID Google/Gsuite for your mailbox, files, and/or calendar. In the below video, we will show you how to set up either of these integrations and the functions available once set up.
Contents:
- Integration set-up process
- Additional information
- Take me through LIVE (Office365)
- Take me through LIVE (Google/Gsuite)
Step by step
Integration set-up process
1. Go into 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, you will need to ensure that you follow the steps outlined in the GSuite Provisioning article via the below link, before you can proceed with setting up the integration. Google connections can ONLY be made from paid GSuite accounts not free personal accounts.
GSuite Provisioning (Required steps to set-up the Google/Gsuite integration)
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 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 - Here you are able to select Add Integration Profile to create a new profile.
Once created you are then able to see it under existing profiles and have the option to edit the profile on the right-hand side, if required.
You will then have the option to 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 will then be able to see all sent/received email messages for a given contact. This can be accessed by going into a contact card > Selecting the Mailbox tab - Within the Mailbox, you will then be able to preview all emails sent/received. we also provide the option to select your profile and filter by inbox folders/contact.
When previewing the email, you do have the option to attach the email as a Read-Only note against the contact.
We provide the ability to integrate your Google Drive and/or OneDrive with the filing cabinet on a property or contact. Below is an outline of how to both fetch and save Google/OneDrive documents within a filing cabinet and also how to send a file from the filing cabinet to your Google/OneDrive. More information on the filing cabinet can be found in the Contact Record: Filing Cabinet & Property - Listing: Filling Cabinet knowledge articles.
Fetching files from Google Drive or OneDrive
1. Navigate into an example property or contact > Filing Cabinet tab
2. Once in the Filing Cabinet click on Fetch from Google Drive or OneDrive
3. You are then able to 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 fetch it as-is) - This format is a PDF.
Sending files from Google Drive or OneDrive
1. Navigate into 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 are then able to navigate into the relevant Google Drive or OneDrive folder and click on Send To Google Drive or Send To OneDrive to save
5. Once sent, it should now be available within the selected Google Drive or OneDrive folder