Having recently posted (here and here) on how to set up synchronization between Infor CRM SLX and Microsoft Exchange, I wanted to do the same for Infor CRM’s synchronization with Gmail. This procedure is more likely to be of interest to folks who are using Gmail as their email client as well as their mail server, as those using Outlook as their email client can still use Xbar for sync (provided they are using a locally-installed version of Xbar). In this post, I will be looking specifically at Sync for Gmail version 1.4 and Infor CRM version 9.4. (Sync for Gmail 1.4 also works with Infor CRM SLX 9.2 and 9.3. For older versions of CRM, you would need to procure an older version of Sync for Gmail.)
The first step in setting up Infor CRM SLX to sync with Gmail is to configure Gmail to allow your company’s Infor CRM SLX to sync with it. Log in to Google console access at this link. (While that link works as of this post, Google will change things up periodically. If they link out-of-date, try searching the Google site for “console access”.) Log in to the console as the admin users for your company’s Google account. Click the Create project button, and create a new project to use for mail sync. You’ll want to give it an obvious name in case you ever need to pick it out from a list of projects. Now click the actions menu, and select Settings.
Here, I must confess I find Google’s console site quite difficult to navigate. Sometime things I need aren’t on any of the menu or navigation choices before me, and sometime I will click on a link and it will take me to a page with a completely different look, with no obvious way to get back. It does seem to maintain my login credentials wherever it takes me, and even seems to generally stay with same project once I am inside it. So even though I much prefer to navigate using links, I will often just enter the page I am looking for in the site’s search feature, and it will generally take me to where I want to go. Out next step is one of those times. There is no link I can find, but type API into the site Search field, and select APIs & Services from the links it displays. Now we need to add the APIs we need for the sync to work. Click the link for Library, scroll down to the Google Workspace section, and click View all. In order for all of our sync items to work, we need to enable the Google Calendar API, the Google Tasks API, and the Google People API. For each of these, click its tile; then click the Enable button on API’s window. (I had to cycle through the Library link each time to get all three.)
Now go back to the top-level APIs & Services and select Credentials, then click the Configure consent screen button to configure OAuth consent. On the next screen, click Get Started, and it will ask us create a new app. Give the app a name (one again, I recommend being obvious) and use the dropdown to assign an email for support, then click Next. Select whether your users will be internal or external to you organization on Google, and click Next again. Now just enter the support email you wish to receive notification about the app, click Next and Continue agree to terms as needed, and click Complete at the end.
This should put you on the Create OAuth client ID screen. Use the dropdown to select Web application as you Application type, then give your application a name. Now scroll down to the section Authorized redirect URIs (not JavaScript), and click Add URI. Type in the URL of you company’s CRM client site, with /GoogleGetAuthorization.aspx added on the the end. (example: https://mycompany.com/slxclient/GoogleGetAuthorization.aspx) Then click create. Copy this URL, as will need it when you configure CRM.
You now have one more VERY important task. The next screen that pops up has both the Client ID and Client Secret listed. You will need both those numbers to configure CRM to connect to Gmail. In particular, this is the only time the Client secret can be viewed, so make absolutely sure to copy each. (I suggest putting both IDs into a text file initially.) Once you have those, you can click Okay.
This covers the steps you need to take in Google console to enable users’ Gmail accounts to sync with Infor CRM SLX. The remaining steps will be carried out in the Infor CRM SLX web client, which will be covered in next week’s post. (Edit: see next week’s post here.)
