Financial Services Creatio, customer journey edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Application registration for integration with Google

GSuite registration procedure can be divided into two steps:

  • Register a Google account and set it up, enable access to the API, and generate the keys required for integration (“Client ID” and “Client Secret”). Read more >>>

  • Use the values of the “Client ID” and “Client Secret” keys to populate the [Google Service Access Key] and [Google Secret Access Key] Creatio system settings respectively. Read more >>>

Setting up an account and receiving Google keys

To configure your Google account:

1.Follow the https://code.google.com/apis/console/ link.

2.Log in as a GSuite administrator.

3.Open the API library and use the search bar to find Gmail API (Fig. 1).

Fig. 1 Accessing Gmail API

scr_chapter_google_synchronization_API.png 

4.Go to the Gmail API page and click [Enable] (Fig. 2).

Fig. 2 Activating Gmail API

scr_chapter_google_synchronization_list_enable_choose_gmail.png 

5.Repeat steps 3 and 4 to enable [Contacts API] and [Calendar API].

As a result, the Calendar API is added to the list of available APIs (Fig. 3).

Fig. 3 The list of available project API

scr_chapter_google_synchronization_list_enable.png 

6.Specify the information about the product to create the client ID. In the [API Manager] menu, click [Credentials] (Fig. 4).

Fig. 4 Opening the credentials setup page

scr_chapter_google_synchronization_credentials.png 

7.Specify API parameters:

Select [Gmail API] in the [Which API are you using?] drop-down menu.

Select [Web-browser (Javascript)] in the [Where will you be calling the API from?] drop-down menu.

Select the [User data] button in the [What data will you be accessing?] field

Click the [What credentials do I need?] button (Fig. 5).

Fig. 5 Add credentials to your project

scr_chapter_google_synchronization_add_data.png 

8.Create an OAuth client ID

Specify the name of the product in the [Name] field to show to the Creatio users during authorization for using Google accounts.

Enter your Creatio website address in the [Authorized JavaScript origins] field.

Populate the [Authorized redirect URLs] field with links formatted as follows:

https://your_website_address/0/ViewPage.aspx?Id=3b22f0ff-034a-48da-8758-a0660e5a26ff

https://your_website_address/0/rest/GoogleOAuthAuthenticator/ProcessAuthenticationCode

Click [Refresh] (Fig. 6).

Fig. 6 Creating OAuth client ID

scr_chapter_google_synchronization_add_data_2.png 

As a result, Google will suggest to setup OAuth consent screen. Click [Set up consent screen] to proceed.

9.Specify the required parameters in the OAuth consent screen:

The name of the application that requires access

Support service email address

Authorized domains

Link to the main page of the application

Link to the privacy policy of the application.

Click [Save].

10.Go back to the credentials page. Refresh the page.  As a result, the [Create OAuth client ID] button will become available. Click the button to create your “Client ID” and “Client Secret”.

11.Enter your Google keys (Fig. 7) in the corresponding system settings in Creatio.

Fig. 7 Google keys

scr_chapter_google_synchronization_keys.png 

How to enter a Google key into Creatio

Enter the received “Client ID” and “Client Secret” keys into Creatio for the values of the [Google Service Access Key] and [Google Secret Access Key] system settings. To do this:

1.Open the Creatio application.

2.Open the System Designer by clicking the btn_system_designer.png button in the top right corner of the application window.

3.Click “System settings” in the “System setup” block (Fig. 8).

Fig. 8 The [System settings] section

scr_chapter_google_synchronization_administrator_workplace.png 

4.Select the [Google Service Access Key] system setting in the list and click [Open].

5.Populate the [Default value] field of the system setting card with your client ID that you retrieved during the Creatio registration in Google (available in the [Here is your client ID] field in the Google API message). Save the changes.

6.Select the [Google Service Access Key] system setting in the list and click [Open].

7.Populate the [Default value] field of the system setting card with your client secret that you retrieved during the Creatio registration in Google (available in the [Here is your client secret] field in the Google API message). Save the changes.

As a result, users will be able to synchronize their mail, tasks and contacts with their Google calendar and Google contacts.

See also

Synchronizing Creatio contacts and activities with Google contacts and calendar

How to synchronize Creatio contacts with Google contacts

How to synchronize Creatio activities with Google calendar

Delete your Google account from Creatio

Did you find this information useful?

How can we improve it?