Setting up Email Integration with Gmail, Office 365 or Sendgrid
Instructions
1. Login to Exelare Web
2. Click on User Profile (icon) -> Settings -> Email Settings Tab
3. For Google account, click on Login under Google section and follow the on screen prompts to provide your google account details to Authorize.
4. For Office 365 account, simply type in your Office 365 login credentials under Office 365 section.
5. If you also have SendGrid account, simply copy and paste your SendGrid API key in the respective field.
6. Click on Save.
1. Login to Exelare Web
Visual Instructions
1. Login to Exelare Web
2. Click on User Profile (icon) -> Settings -> Email Settings Tab
3. For Google account, In the Google section,
i) Click the Login button to start the integration process.
ii) It will take you to your Google Sign-In Page, enter the credentials.
iii) Choose your permission access to Allow and click Save.
iv) Once this step is done, your integration will be enabled.
v) Logout and login back into Exelare Web to see your Google Integration. ( You will see Gmail as a new menu )
iii) Choose your permission access to Allow and click Save.
iv) Once this step is done, your integration will be enabled.
v) Logout and login back into Exelare Web to see your Google Integration. ( You will see Gmail as a new menu )
4. For Office 365 account, In the Office 365 section, simply enter your Office 365 login details.
i) Type in your Office 365 login details
Username & Password.
ii) Click on Save. ( You will see Office 365 as a new menu )
You can setup to Auto-Refresh Inbox to 5 minutes, 10 minutes or 15 minutes. This will process of any new email to your Inbox.
5. If you have a SendGrid account, simply copy and paste your SendGrid API key in the respective field.
i) Under SendGrid section
ii) Choose Custom
iii) Copy and Paste the SendGrid API Key in the box
iv) Click on Save.
