Connect Administration Form for Gmail Integration
System administrators use the Connect Administration Integration utility to configure two-way synchronization of contacts and calendar items between Vantagepoint CRM and Gmail. Use this utility to set up the users and associated profiles that make this synchronization possible.
Requirements
- To use Vantagepoint Connect in your Gmail account, you must have a Google Workspace account (formally G Suite). You cannot use a personal .gmail.com email with Vantagepoint Connect.
- You must use Chrome with Vantagepoint Connect for Gmail.
- To use Connect, the Vantagepoint application must be exposed to the internet via a publicly facing URL. If your network or firewall is configured to only allow certain IP addresses to access Vantagepoint, it will be necessary to add Connect IP addresses to the Allow list.See the Troubleshoot Synchronization and Connect Add-in Issues for Gmail or Troubleshoot Synchronization and Connect Add-in Issues for Outlook help topics for the list of IP addresses.
- The security role for the individual who is responsible for configuring Connect must have access to Connect Administration. In Connect Administration is selected under . , on the Overview tab, make sure that
- The individual who is responsible for configuring Connect (selecting the Connect Administration option in ), must have an employee record associated with their user record in . The employee record must also have a valid email address.
- Each employee who will use Connect must have an employee record that includes an email address and is associated with a user record in .
- Windows authentication for the on-premises application is not supported with Vantagepoint Connect.
- You must have a Client ID and Secret in API Authorization in . Note: You only need to generate the secret once for all integrations. If you generate a new secret any time thereafter, all current integrations using the old secret will be broken until you refresh your access token for those integrations.
- Related Topics:
- Display the Connect Administration Form for Gmail Integration
You display the Connect Administration form in Integrations. - Dashboard Tab of the Connect Administration Form for Gmail Integration
The Connect Dashboard is your portal into the Vantagepoint Connect data. Use the Dashboard tab to view the user provisioning details, the status of synchronization, percentage of add-in use, and overall usage statistics of the Connect application. - Groups Tab of the Connect Administration Form for Gmail Integration
This tab displays the groups that have been created and authorized to use Vantagepoint Connect. Groups are used to configure and manage several Connect users together. - Provisioning Tab of the Connect Administration Form for Gmail Integration
Use the Provisioning tab of Connect Administration to activate one or more employee records to use with Vantagepoint Connect. The user records that display on this form come from the Employees hub in Vantagepoint. - Users Tab of the Connect Administration Form for Gmail Integration
This tab lists the users who are provisioned to use Vantagepoint Connect. Users are entered as employee records in the Employees hub and then provisioned, or activated, on the Provisioning tab to use Vantagepoint Connect. - Settings Tab of the Connect Administration Form for Gmail Integration
Use the Settings tab to configure the email settings for notifications, the Vantagepoint tenants, and Vantagepoint authorizations.
Parent Topic: Connect Administration Integration Utility for Gmail