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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, you must add Connect IP addresses to the Allow list. For a list of IP addresses, see the Troubleshoot Synchronization and Connect Add-in Issues for Gmail or Troubleshoot Synchronization and Connect Add-in Issues for Outlook help topics.
  • The security role for the individual who is responsible for configuring Connect must have access to Connect Administration. In Settings > Security > Roles, on the Overview tab, make sure that Connect Administration is selected under Utilities > Integrations.
  • The individual who is responsible for configuring Connect (selecting the Connect Administration option in Utilities > Integrations) must have an employee record associated with their user record in Settings > Security > Users. 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 that is associated with a user record in Settings > Security > Users.
  • You must have a Client ID and Secret in API Authorization in Utilities > Integrations that is specific to Connect. You only need to generate the secret one time for each integration.
  • Windows authentication for the on-premises application requires the use of Vantagepoint OAuth with Vantagepoint Connect.