HaloCRM Guides

Guides > Google Mail Setup (Setting up Google Application)

Google Mail Setup (Setting up Google Application)

Setting Up A Google Mail App

Select New Project from the Select a Project menu or Create Project from the Dashboard

Give the project a name and create it.
Search for and select API and Services

Select Enable APIS and Services

Search for Gmail API and enable the API for use.

Go to OAuth consent screen

For Workspace users go here to set up an internal app

For non workspace users go here to set up an external app with test users.

Workspace user client setup

Select internal.
Add email information.
Click save and continue
Click add scope.
Add GMail API - https://mail.google.com/ scope.

Non-Workspace user client setup

Select external.
Add email information.
Click save and continue
Click add scope
Add GMail API - https://mail.google.com/ scope.
Because this is an internal app you will now need to add all mailboxes which you want to be accessed into the Test Users section.

Create Credentials

Go to credentials.
Click Create Credentials
Select OAuth client ID.
Select Web Applicationfor the application type and enter your Web App Auth URL followed by auth/externalauth as the authorised redirect URI.
- For example if your web application is accessed at https://my.halo.app then the redirect URL would be https://my.halo.app/auth/externalauth.

Once created click into this credential to copy the Client ID and Client secret. These will be needed when setting up the Web App connection.

IMPORTANT

When a domain is used on the consent screen or in an OAuth client’s configuration, it must be pre-registered. If your app needs to go through verification, please go to the Google Search Console to check if your domains are authorized. Learn more about the authorized domain limit.

Setting Up Halo

Go to Config > Email > Mailbox Setup > New.

Give the connection a name to identify it within Halo.
Select the Google mailbox type
Add the client id copied from the previous step
Add the client secret copied from the previous step.
Click Sign In With Google to authorise access to the app.
Once completed you should be redirected back to the mailbox setup screen. If the authorisation was successful the Sign In button will have changed to a disconnect button.
Remember to save once completed.

Additionally you will be required to add the from/ reply address in the outgoing tab in order for this mailbox to be visible in the "Outgoing email default" found within configuration > email: