Connecting Your Gmail Account to SMPL System
**NEW CONNECTION INSTRUCTIONS**
Gmail/Google Domains email addresses, like Microsoft emails, must now use the API Connections tool to connect their emails to the system. (Google has been gradually phasing out/disabling the App Password option, and now it is no longer working for most accounts.) 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.
- Choose Client IDs: If presented with multiple client IDs associated with the app, check the box next to the specific client ID you wish to configure and click Select.
- 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.
Below are the old instructions. If your account connection is still working with an App Password, you do not need to use the new connection method yet and can still use your existing connection unless/until it stops working.
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.
