Connecting Google Email Accounts to SMPL System
**METHOD ONE: FOR WORKSPACE/ORGANIZATIONAL ACCOUNTS**
Google Domains email addresses, like Microsoft emails, must now use the API Connections tool to connect their emails to the system. Here is a video demonstrating how to connect.
If you're seeing an error that the app was blocked by Google, you'll need to add the SMPL System Gmail Connection app to your Google Workspace list of Trusted Apps. Follow the steps below:
- Access the Google Admin Console: Sign in to your Google Admin console using an administrator account.
- Navigate to API Controls: From the Admin console Home page, go to Security > Access and data control > API controls.
- Manage Third-Party App Access: In the "App access control" section, click MANAGE THIRD-PARTY APP ACCESS.
- Add a New App: On the "App Access Control" page, click Add app, then select OAuth App Name or Client ID.
- Search for the App: In the search field, enter the Client ID 404023148822-gcj1vqe22ofg8vh39jvkvjarrp366377.apps.googleusercontent.com and click Search.
- Select the App: From the search results, locate the SMPL System Gmail Connection app and click Select.
- Double-Check Which App You're Selecting: There is an app named SMPL System that is specifically for Google Calendar connections. You DO NOT need to configure that app. The one you need to select is called SMPL System Gmail Connection. NOTE: If you've already added the app on a previous occasion, but haven't configured it yet, it will appear in your app list, labelled "Not Configured". From this list, you'll click the Configure button.
- Configure Access: Choose the desired organizational units or groups for which you want to grant access.
- Set Access Level: For "Access to Google data," select Trusted.
- Finalize Configuration: Click Continue and then Finish to complete the process of adding the app as trusted.
**METHOD TWO: FOR @GMAIL.COM EMAIL ADDRESSES**
To connect a Gmail account to SMPL, you'll need to take a few additional steps besides filling out your E-Mail Settings in your SMPL System. Please follow these steps to create an App Password.
UPDATE: The other major email providers are requiring the use of App Passwords as well. Please follow the instructions for your email: Microsoft, Yahoo!, AOL or Contact Us if you do not see instructions for your email provider.
After creating the App Password...
1) Copy the password into your E-Mail Settings in your SMPL System.
2) If you haven't already filled out the rest of your E-Mail Settings, do so now. Test them to make sure they are working, and then save them.
3) Go to the Inbox tool in your SMPL System. You will now be able to view and send emails, and copy them to Person records' Communication History.
