Deltek Vantagepoint Help

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Vantagepoint Connect Add-in for Gmail

Use the Vantagepoint Connect add-in with Vantagepoint CRM to set up two-way synchronization of your contacts and calendar items with your Gmail application.

By integrating with Gmail, Vantagepoint Connect provides a single point of entry for collaborating and sharing your contacts and calendar items with clients to nurture your client relationships.

Vantagepoint Connect requires:
  • Vantagepoint CRM
  • Custom Google app in the Google Cloud Platform
  • Configure Connect in Vantagepoint for your Google Workspace Account
  • Installation of custom Google app in users' Gmail accounts

Vantagepoint Connect Set Up

System administrators configure the Vantagepoint Connect Add-in in Utilities > Integrations > Connect Administration. Use this utility to set up the users and associated profiles that will allow synchronization of contacts and calendar items via the email application to Vantagepoint.

Refer to the Checklist: Basic Steps to Provision Vantagepoint Connect for Gmail for a list of prerequisites and an overview of the different aspects of the setup process.

Utilities > Integrations also includes a Connect Sync Options utility that serves as a dashboard for synchronizing data between Vantagepoint and the Connect Add-in. You can schedule or manually force the synchronization process to occur.