💡 Integration now only works for Google Email (Gmail).
Recommended procedutre for integrating your Google e-mails to CAFLOU:
- *In the administration of your company Google account (Google Admin), add CAFLOU as a verified third-party application
- Direct link is https://admin.google.com/u/2/ac/owl/list?tab=configuredApps or use navigation: Security->Access and data control->API controls->Manage third-party app access->Add app (with Client ID)
- Client ID for CAFLOU is 275497493680-6fatnhnlrej17qb0l3ol75rd8npvq5ud.apps.googleusercontent.com
- In the Settings section of the Companies section, in the Basic settings section, check the synchronization settings (synchronization is enabled by default)
- Choose from which positions to synchronize e-mails (from the position of e-mails listed in companies and contacts):
- Sender (FROM) - the e-mail listed in the company or in the company's contacts is the sender of the e-mail
- Recipient (TO) - the e-mail listed in the company or in the company's contacts is the direct recipient of the e-mail
- Carbon Copy (CC) - the e-mail listed in the company or in the company's contacts is the recipient of the e-mail in carbon copy
- Blind carbon Copy (BCC) - the e-mail listed in the company or in the company's contacts is the recipient of the e-mail in blind carbon copy
- Choose whether to also upload e-mail attachments to CAFLOU
- Choose whether to automatically assign the e-mail directly to the project or task (in the subject of the e-mail it is necessary to state a unique project/task ID in the form #1234#, e.g. "RE: I am expanding the project assignment #1234#")
- Choose from which positions to synchronize e-mails (from the position of e-mails listed in companies and contacts):
- In the My Profile settings in CAFLOU, each user whose emails are to be tracked will allow CAFLOU to access their Gmail (for viewing / reading email messages) and, after permission is approved, select "Add Gmail integration"
*If you do not perform step 1, you can continue to use sync and continue with the next setup steps, however when allowing CAFLOU to access the e-mail, CAFLOU be displayed as an unverified application.
After performing the above steps (required steps are 2 and 3), CAFLOU will start synchronizing the e-mails.
🕟 Synchronization takes place in cycles with an interval of 10 minutes (e.g. 7:00, 7:10, 7:20 etc.).
If in the linked e-mail appears a message from an e-mail or to an e-mail adress listed in the company or in the company's contacts and the position of the e-mail corresponds to the synchronization settings (sender / recipient / carbon copy / blind carbon copy), then the message is saved under that company as a comment (including an attachment, if selected in the sync settings).