Important
This method of connecting Gmail works, but is considered deprecated by us. We recommend you connect your Gmail account in Xentral NextGen as described in the following article: Connecting email accounts.
Using Google APIs you can connect some of the Google services such as Gmail and Google Calendar with Xentral. To do this, you must have a valid Google business account and use Xentral 20.1 or a newer version. The procedure consists of several main tasks.
This is the first step in the process of connecting Google services with Xentral . Projects keep settings, permissions and other metadata necessary for connecting your Google account with Xentral .
-
Log into your Google account and open the Google Cloud console in the same browser.
-
Click the Select a project button and then click New project.
-
Enter the information about the project name and organization and click Create.
The project is created. Please note, that the creation can take a few minutes. The creation of the project is confirmed in the notifications.
This is the second step in the process of connecting Google services with Xentral .
-
Select the project you've just created by clicking SELECT PROJECT in the notifications or selecting the relevant project using the Select a project button.
-
From APIs & Services select the Enabled APIs & services option.
-
Click +ENABLE APIS AND SERVICES.
-
Enter Gmail API in the search field. Alternatively scroll down to the Google Workspace section and select Gmail API.
-
Open the Gmail API and click ENABLE.
The Gmail API is activated and ready for use.
This is the third step in the process of connecting Google services with Xentral . Once you've created your new project and connected the Gmail API, you need to set up your OAuth consent screen.
-
In the project that you have created go to API & Services and select OAuth consent screen.
-
Select the preferred user type (internal) and click Create.
-
In the App information screen enter the following details:
-
App name - The name of the app asking for consent
-
User support email - For users to contact you with questions about their consent
-
App logo - Upload an image, no larger than 1MB, on the consent screen that will help users recognize your app
-
-
In the App domain enter the following details:
-
Application home page - Provide users a link to your home page
-
Application privacy policy link - Provide users a link to your public privacy policy (optional)
-
Application terms of service link - Provide users a link to your public terms of service (optional)
-
-
In the Authorized domains section enter the Xentral domain. Click +Add domain and enter xentral.biz.
-
In the Developer contact information enter the email address that Google can use to notify you about any changes to your project.
-
Click Save and Continue.
-
In the Scopes screen you can define permissions you request users to authorize for your app and allow your project to access specific types of private user data from their Google account. This step is optional. Click Save and Continue to proceed to the next screen.
-
Review your the data that you provided and if you don't need to make any changes click Back to dashboard.
This completes your Google API setup, and you can now connect your Gmail account with Xentral .
This is the third step of connecting Google services with Xentral . This step is required to make Xentral visible to the OAuth servers.
-
Log into Xentral and go to the Administration > System > Google API.
-
Copy the link from the Redirect URI field.
-
Go to Google Cloud console and open Credentials.
-
Click Create Credentials and select OAuth client ID.
-
Select Web aplication in the Application type drop-down menu and then enter the name of your app, for example Xentral ERP.
-
In the Authorized redirect URIs section click ADD URI and paste the link you previously copied from Xentral and click Create.
-
The OAuth client created dialog box appears with the Your client ID and Your Client Secret information. Copy these strings and paste them to the corresponding fields in the Google API module in Xentral (Administration > System >Google API) in the following order:
-
Copy the Your client ID string from Google Cloud console and paste it to the Client ID field in Xentral .
-
Copy the Your Client Secret string from Google Cloud console and paste it to the Client Key field in Xentral .
-
-
Click Save.
-
Click Ok to close the OAuth client created dialog box in Google Cloud console.
Now that you've established the API connection between Google Cloud and your Xentral instance, you need to set up your email account in Xentral .
-
Go to Administration > System > User and open the administrator account.
-
In the Edit Administrator section add the email address to the Email field and click Save.
-
Go to Master data > Contacts and open the administrator contact.
-
In the Contact details section add the same email address that you used previously and click Save.
-
Go to Administration > System > Email accounts and click New to add a new entry.
-
Enter the following information:
-
Email address - the one you previously added
-
User name - optional
-
Password - Password of your email account
-
IMAP server - The standard IMAP server is imap.gmail.com
-
IMAP port - 993 and set select the IMAP für Google in the drop-down menu
-
-
In the Send SMTP Settings (Optional) section enter the following information:
-
SMTP server: smtp.gmail.com
-
SMTP port: 587
-
SMTP SSL: TLS
-
SMTP authentication: Google OAuth
-
Activate SMTP DEBUG: select this check box
Tip
You can find more information about Gmail IMAP and SMTP settings on this page.
-
-
Click Save.
-
Now you need to authorize this email address to send and receive emails in Xentral . Click your profile icon in the top-right corner of your screen and then click Edit profile.
-
In the My GoogleMail account section enter your email address and click Authorize.
-
The consent screen you previously created appears and you need to accept the terms.
-
To verify your setup click Test email.