Connecting your Accelo account via the Google Workspace Marketplace provides real-time benefits of calendar, contact and email integration.
Using the Google Workspace guides, you can:
- Setup Email synchronization- Capture emails to and from clients into Accelo.
- Understand what information syncs between Accelo and Google
- Google Contact Sync - Sync your contacts across other staff members in your Google Workspace domain directly from the Integrations page
- Google Contact Import - Pull in contacts from your Google Contacts list and then keep them synced.
- Connect you Google Calendar - Pull Appointments from your Google Calendar.
- Sync your Accelo Tasks to Google Calendar - Push your Accelo tasks to your Google Calendar.
- Enable Single Sign-On - From Google Workspace services, you can select Accelo to be taken straight to your Accelo home screen
- Add Gmail Add-on
Benefits of Using Google Workspace:
With proper integration, you can perform work seamlessly between your Gmail and your Accelo account.
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Your users won't need to remember a separate login for Accelo, and instead use Google's authentication systems to log in.
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Your users can easily access your Accelo account by simply clicking on Accelo in the top of their Mail, Calendar or other Google Workspace window.
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Your administrator can instantly connect all user accounts in your domain, quickly and easily, instead of requiring each user to connect their own account to Google one at a time.
If you set up your Google Workspace when your administrator set up your Accelo account, then this integration may already be enabled. Check your Integrations page to confirm.
If you are not using Google Workspace, then your Single Sign-On, Staff Contact Sync and the Gadget will not be available to you.
Note - If you signed up via the Google Marketplace then your Accelo and Google accounts are automatically connected, and many of these features are enabled by default.
Understand what information syncs between Accelo and Google
Emails
|
Accelo Field |
Google Field |
|
Email Subject |
Subject |
|
Email Body |
Body |
|
Attachments |
Attachments |
|
Email "TO" Recipients |
"TO" recipients |
|
Email "CC" Recipients |
"CC" recipients |
|
Email "BCC" Recipients |
"BCC" recipients |
Calendar Events
|
Accelo Field |
Google Field |
|
Meeting Subject |
Title |
|
Meeting Body |
Description |
|
Start Date & Time |
Start Date & Time |
|
End Date & Time |
End Date & Time |
|
Location |
Location |
|
Attendee Email Addresses |
Guests |
NOTE: Changing a Calendar Event's visibility in Accelo (such as a confidential/secret meeting) will also change that Event's visibility in Gmail.
Contacts
|
Accelo Field |
Google Field |
|
First Name |
First Name |
|
Middle Name |
Middle Name |
|
Last Name |
Last Name |
|
Company Name |
Company Name |
|
Position |
Job Title |
|
Company Phone |
Main Phone Number |
|
Contact Mobile |
Mobile Phone Number |
|
Contact Phone |
Work Phone Number |
|
|
|
|
Address Line 1 |
Street Address Line 1 |
|
Address Line 2 |
PO Box |
|
Address City |
City |
|
Address State |
State |
|
Address Zipcode |
ZIP code |
|
Address Title |
Address Label |
|
Address Country |
Country |
|
N/A |
Labels: "AffinityLive" |
Tasks
|
Accelo Field |
Google Field |
|
Task Title |
Title |
|
Task Description |
Details |
|
Planned Due Date |
Due Date |
Adding the Gmail Add-on
There are two different methods to add the Gmail Add-on for Accelo:
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Individual Installation - This method is for users who are connecting to Gmail on one-off situations, rather than via the Gsuite Connection.
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Domain Installation - Combined with the Gsuite Connection, this allows Admins of Google Domains to provide the Add-On for all of their Users.
NOTE: Not all options will show for all Users, but if you are Google Domain Admin, these will be the options show when adding the Add-On at https://gsuite.google.com/marketplace/app/accelo_for_gmail/880645285793.
While the Domain Install will pull Deployment details via your Gsuite Connection to Accelo, when doing the Individual Installation there are a few additional steps to the process.
Once the Add-On is installed and is showing on your toolbar, you’ll need to click on any email in order to open the Add-On:
You’ll then be asked to type in your deployment details:
You’ll then be prompted to connect to your Accelo Deployment, and afterward to Log Into Accelo which will establish the connection. (This process may be done automatically if you’re already signed into the Accelo Deployment).
Now you’re finished! Any emails you click on will attempt to pull details from your Accelo Deployment regarding the Company/Contact and Object (Ticket, Project, etc.) that the message is against:
