Application registration for integration with Google
GSuite registration procedure can be divided into two steps:
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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 >>>
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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).
4.Go to the Gmail API page and click [Enable] (Fig. 2).
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).
6.Specify the information about the product to create the client ID. In the [API Manager] menu, click [Credentials] (Fig. 4).
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).
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).
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.
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 button in the top right corner of the application window.
3.Click “System settings” in the “System setup” block (Fig. 8).
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