1/27/2024 0 Comments Gmail activityPlease comment if you have found any good ones to use.Living in a connected world of apps and connected services can be extremely useful, especially for learners – but it pays to be aware of your security, and how to quickly and easily get an overview of what your account has been doing – this is an easy way to tell if somebody else has started to use your account for their own purposes. I have only begun to explore the multitude of filters I can use. The possibilities of the setup are great. If you get and error, fill out the Captcha and try again tt is probably a Gmail authentication error. Likely you will get an error similar to: "Died during callApi". Php5 /civicrm/bin/cli.php -s site -u -p -e Job -a fetch_activities Open the Unlock Captcha page and run the below command in the command line of the server (ssh probably required). It is currently the last box.įinally, Google with still probably block CiviCRM's login attempt. To find it manually: go to Gmail, click on the picture in the top right, click "My Account", then click "Connected apps & sites". Its easier to just click on the link while logged into Gmail. Next we need to enable Access for Less Secure Apps. Go to the settings and click on the "Forwarding and POP/IMAP" tab. Setting up Gmail is a little more detailed. Source: CiviCRM (or whatever tag you chose for emails CiviCRM should import)Įnable the Fetch Activities scheduled job in the Administrator Console -> Scheduled Jobs (civicrm/admin/job). Password: (Gmail password or application password if you have two factor authentication)Įmail Domain: (or part after if not at Gmail) Username: (part before or full email address if not at ) Create a new account and put int your credentials. Log into CiviCRM and go to the Administrator Console, then to the Mail Accounts (civicrm/admin/mailSettings). With this in mind, first, we need to setup CiviCRM. If you are unfamiliar with Gmail filters, you can learn more here. In Gmail, I created a number of filters to apply the tag CiviCRM to all the emails that I was sure I wanted in CiviCRM. For obvious reasons, I chose the tag CiviCRM (see above). By having CiviCRM import mails from another folder (tag), we can use Gmails filters to only tag specific emails that we want imported into CiviCRM. We can change this by change this behaviour in CiviCRM. CiviCRM, by default, imports email from INBOX, moving it to the INBOX/CiviMail/processed or INBOX/CiviMail/ignored folder after processing. Here is where using Gmail becomes very useful. Items deleted from the INBOX are not actually deleted, they are just no longer listed there. This not located inside the but along side it. These are the same as in the online version of Gmail. Inside the folder resides other folders: All Mail. These all look like standard IMAP folders. Gmal uses tags instead of folders, but for our purposes they work the same. This includes the IMAP protocol CiviCRM will use to interface with Gmail.Įmails in Gmail are behave somewhat differently. Gmail emulates POP3/IMAP functionality, but, ultimately, does not work in the exact same way. Also, recently, Google has been restricting the use of non-Google made applications over security concerns. Google employs multiple layers of security for their accounts and letting in some random login attempt from and unknown ip at an unknown location is a big red flag. The most difficult part I found of this entire setup of the Gmail setup, was getting authenticated with Gmail. In the days where everyone ran a standard email server accessible with POP3/IMAP, this was perfection. This processor checks for emails in a specified folder, downloads them, processes the relavant content to an activity on a new or existing contact, then moves them to a new folder. Together, Gmail can filter and sort large volumes of email with excellent accuracy, then CiviCRM can import the relevant, and only the relevant emails into the contact records. Emails in Gmail can be very tagged and sorted using a vast number of criteria. Gmail has an awesome system of tags and filters. CiviCRM has a great feature that allows it to check email boxes and add new contacts and activities based on the emails in that box.
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