Integrating Acumatica ERP with Gmail

You can manage customer interactions more efficiently by integrating Acumatica ERP with Gmail. With this integration, you can create and view contacts, leads, cases, and opportunities directly from Gmail. You can also link emails to related records in Acumatica ERP to keep information organized and accessible.

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Acumatica ERP Integration with Gmail: General Information

With the Gmail integration, you can work with Acumatica ERP customer and prospect records directly from Gmail. You can view related records and create records, such as leads, contacts, opportunities, and cases, without leaving Gmail.

Acumatica ERP Integration with Gmail: System Requirements

Before you set up the integration with Gmail, make sure that your system environment and user accounts meet these requirements.

Acumatica ERP Integration with Gmail: Preparing the Local Acumatica ERP Instance

The Gmail integration is designed to work with live Acumatica ERP sites hosted over HTTPS. To use this integration with a local Acumatica ERP instance, you need to configure the site to use HTTPS with a valid SSL certificate. This administration step is required because the Gmail integration uses secure OAuth authentication.

Acumatica ERP Integration with Gmail: Installing the Customization Project

In Acumatica ERP, the Gmail integration is provided as a customization project. To set up this integration, you need to download and publish the customization project in your Acumatica ERP instance, and then enable the Gmail Integration feature on the Enable/Disable Features (CS100000) form.

Acumatica ERP Integration with Gmail: Configuring the Connected Application

After you’ve installed the customization project, you need to configure a connected application in Acumatica ERP. With the connected application configured, the Acumatica for Gmail add-on can securely access your Acumatica ERP data.

Acumatica ERP Integration with Gmail: Installing the Add-On

After administrators have completed the Acumatica ERP setup for the Gmail integration, you need to install the Acumatica for Gmail add-on in your Gmail mailbox. With this add-on, you can view related Acumatica ERP records and create new records—such as contacts, cases, or opportunities—based on the currently open email message.

Any user who will work with Acumatica ERP records from Gmail should perform this installation. Administrators should also install the add-on to test the integration and verify that the setup is working correctly.

Acumatica ERP Integration with Gmail: Signing In to the Add-On

After you have installed the Acumatica for Gmail add-on, you must sign in to connect the add-on to your Acumatica ERP instance.

Acumatica ERP Integration with Gmail: Managing Contacts

The Acumatica for Gmail add-on lets you work with Acumatica ERP contacts directly in Gmail. For the currently open email, you can:

Acumatica ERP Integration with Gmail: Managing Business Accounts

With the Acumatica for Gmail add-on, you can associate contacts with Acumatica ERP business accounts directly from Gmail.

Acumatica ERP Integration with Gmail: Managing Leads

The Acumatica for Gmail add-on lets you create and work with leads directly from your mailbox. You can create a lead from a potential customer’s email message so that you can start tracking the interaction without leaving Gmail. If needed, you can then convert the lead to a contact, business account, or opportunity.

Acumatica ERP Integration with Gmail: Managing Opportunities

With the Acumatica for Gmail add-on, you can work with Acumatica ERP opportunities without leaving Gmail. When you believe that an email conversation with a potential or existing customer could lead to a new deal, you can use the add-on to create an opportunity.

Acumatica ERP Integration with Gmail: Creating Cases

When you receive a customer request in Gmail, you can quickly turn the email into a support case by using the Acumatica for Gmail add-on.

Acumatica ERP Integration with Gmail: Creating Email Activities

With the Acumatica for Gmail add-on, you can save an email opened in Gmail as an email activity in Acumatica ERP. You can link the email activity to a related Acumatica ERP record (that is, an entity), such as a contact or lead.

Integrating Acumatica ERP with Gmail

You can manage customer interactions more efficiently by integrating Acumatica ERP with Gmail. With this integration, you can create and view contacts, leads, cases, and opportunities directly from Gmail. You can also link emails to related records in Acumatica ERP to keep information organized and accessible.
==In This Chapter{nestedtopics}==
*[HelpRoot_Integration\INT_Gmail_GI| Acumatica ERP Integration with Gmail: General Information]
*:With the Gmail integration, you can work with Acumatica ERP customer and prospect records directly from Gmail. You can view related records and create records, such as leads, contacts, opportunities, and cases, without leaving Gmail.
*[HelpRoot_Integration\INT_Gmail_Prerequisites| Acumatica ERP Integration with Gmail: System Requirements]
*:Before you set up the integration with Gmail, make sure that your system environment and user accounts meet these requirements.
*[HelpRoot_Integration\INT_Gmail_Install_on_Local_Host| Acumatica ERP Integration with Gmail: Preparing the Local Acumatica ERP Instance]
*:The Gmail integration is designed to work with live Acumatica ERP sites hosted over HTTPS. To use this integration with a local Acumatica ERP instance, you need to configure the site to use HTTPS with a valid SSL certificate. This administration step is required because the Gmail integration uses secure OAuth authentication.
*[HelpRoot_Integration\INT_Gmail_Customization_Plugin_Installation| Acumatica ERP Integration with Gmail: Installing the Customization Project]
*:In Acumatica ERP, the Gmail integration is provided as a customization project. To set up this integration, you need to download and publish the customization project in your Acumatica ERP instance, and then enable the ''Gmail Integration'' feature on the [HelpRoot_FormReference\CS_10_00_00|Enable/Disable Features] ([~/?ScreenId=CS100000|CS100000]) form.
*[HelpRoot_Integration\INT_Gmail_Configuration_Connected_Applications| Acumatica ERP Integration with Gmail: Configuring the Connected Application]
*:After you’ve installed the customization project, you need to configure a connected application in Acumatica ERP. With the connected application configured, the Acumatica for Gmail add-on can securely access your Acumatica ERP data.
*[HelpRoot_Integration\INT_Gmail_Addon_Installation| Acumatica ERP Integration with Gmail: Installing the Add-On]
*:After administrators have completed the Acumatica ERP setup for the Gmail integration, you need to install the Acumatica for Gmail add-on in your Gmail mailbox. With this add-on, you can view related Acumatica ERP records and create new records—such as contacts, cases, or opportunities—based on the currently open email message.((({S:Hint}Any user who will work with Acumatica ERP records from Gmail should perform this installation. Administrators should also install the add-on to test the integration and verify that the setup is working correctly.)))
*[HelpRoot_Integration\INT_Gmail_Getting_Started_with_Addon| Acumatica ERP Integration with Gmail: Signing In to the Add-On]
*:After you have installed the Acumatica for Gmail add-on, you must sign in to connect the add-on to your Acumatica ERP instance.
*[HelpRoot_Integration\INT_Gmail_Contact_Management| Acumatica ERP Integration with Gmail: Managing Contacts]
*:The Acumatica for Gmail add-on lets you work with Acumatica ERP contacts directly in Gmail. For the currently open email, you can:
*[HelpRoot_Integration\INT_Gmail_Business_Account_Management| Acumatica ERP Integration with Gmail: Managing Business Accounts]
*:With the Acumatica for Gmail add-on, you can associate contacts with Acumatica ERP business accounts directly from Gmail.
*[HelpRoot_Integration\INT_Gmail_Lead_Management| Acumatica ERP Integration with Gmail: Managing Leads]
*:The Acumatica for Gmail add-on lets you create and work with leads directly from your mailbox. You can create a lead from a potential customer’s email message so that you can start tracking the interaction without leaving Gmail. If needed, you can then convert the lead to a contact, business account, or opportunity.
*[HelpRoot_Integration\INT_Gmail_Opportunity_Management| Acumatica ERP Integration with Gmail: Managing Opportunities]
*:With the Acumatica for Gmail add-on, you can work with Acumatica ERP opportunities without leaving Gmail. When you believe that an email conversation with a potential or existing customer could lead to a new deal, you can use the add-on to create an opportunity.
*[HelpRoot_Integration\INT_Gmail_Case_Management| Acumatica ERP Integration with Gmail: Creating Cases]
*:When you receive a customer request in Gmail, you can quickly turn the email into a support case by using the Acumatica for Gmail add-on.
*[HelpRoot_Integration\INT_Gmail_Logging_Activity| Acumatica ERP Integration with Gmail: Creating Email Activities]
*:With the Acumatica for Gmail add-on, you can save an email opened in Gmail as an email activity in Acumatica ERP. You can link the email activity to a related Acumatica ERP record (that is, an entity), such as a contact or lead.