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Connect an email provider

The Integrations Settings page connects an email provider for the selected company. ERP connections are managed elsewhere.

Who can do this​

You need company:settings:manage to connect or change the provider.

Before you start​

For Microsoft 365, have the Microsoft tenant ID and a Verification mailbox ready.

Connect a provider​

  1. Use the company switcher to select the company you want to connect.
  2. Select Settings in the main navigation.
  3. Under COMPANY, select Integrations.
  4. In the Email card, select Google Workspace or Microsoft 365.
  5. Enter the requested provider details.
  6. Select Connect provider.

What you should see​

The connection shows one of these statuses: Ready, Verification pending, Needs attention, Needs verification, or Disconnected.

If something goes wrong​

  • If the connection shows Needs verification, complete the provider verification and refresh the page.
  • If it shows Needs attention, check the provider details before trying again.
  • If an existing mailbox connection stops working, use Reconnect. Use Disconnect only when the company should stop using that mailbox connection.

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