In this article we will explain how you quickly and easily can establish a synchronization between your Google inbox and Carerix to make sure your email can be received in Carerix properly.
Allow us as a 'Trusted App'
Before you start with the steps to enable the synchronization you'll need to make sure Carerix is added as a trusted app so you can connect your G Suite environment without issues. You can read here how you can do this.
Establish the synchronization
Via your name in the upper right corner of your Carerix screen, go to the user menu and click on My account.
In the My account screen scroll down and look for the Email settings panel
On top of this panel you find a dropdown menu that lists available mail clients to connect to. To setup a synchronisation with Google Mail, select 'Google'.
Now you have selected the correct service you want to connect to, click the button 'Start Mail synchronisation'.
A new browser tab will open and you can pick the Google email address you wish to be synchronized with Carerix. Click on the desired account:
In the following screen Google will ask for your approval to synchronize the chosen Google email account with Carerix - click on Allow:
All required email settings now are automatically and correctly registered in Carerix. All email settings fields have become read only.
To finish the setup of your mail synchronization between Google and Carerix you need to map the respective folders in Carerix and Google. This way you make sure that mail from your inbox in Google will end up in the inbox in Carerix as well as archived or deleted mail. To do this, click on the button Edit folders.
To stop your mail synchronisation simply click on the button on top of the panel. Clicking the button will remove all email settings and make all email settings fields editable again.
No 'Add Mailbox' button is shown in My Account:
The 'Add Mailbox' button will be activated for all systems that have at least one user using a synchronisation with Google/Gsuite (as of June 2020). In case the button is not available for you while you are actually using or are planning to use Gsuite in the near future? Please contact our Customer Success Team.
I cannot select Office 365 as a mail service provider to setup a synchronisation with.
If the dropdown only shows Office 365 as an option, please contact your Carerix system administrator to add Google as an option from the system settings for Imap oAuth2
Google reports unverified app:
Before you can set up your mail synchronization with Google, Carerix needs to be listed as a Trusted app in your Google G Suite Domain. Consult your system administrator to do take necessary steps.
Error message when clicking on Edit folders:
If you get one of the following error messages it means that something is not right in your email settings:
Please repeat the setup steps. If the problem persists contact support.
Keywords: UD-3108, oAuth