This is a paid function depending on your contract. If the menu is not displayed and you’d like to use this function, please contact your sales rep or the Sansan Support Center.
Overview
This function can automatically extract and show activity, in the form of contact points, from Gmail emails. This information can then be used to manage relationships with people, companies, and users. A Sansan admin needs to activate the function and select users.
*The service integration settings need to be configured to start use.
*Email data imported as contact activity cannot be deleted. Be sure to double-check the users to be integrated.
Go here for Microsoft 365
Steps
1. Register service account key file (unnecessary if already set up)
1. Issue service account key file (JSON file)
Go here to see how to issue
2. Open the service integration page
After issuing a service account key file (JSON file), go to Admin settings → Integration with other services → Google, and upload the account key file issued in step 1 to Gmail.
*The service account key file is shared by both Contact Inbox and Smart Activity Management.
2. Enable Smart Activity Management
1. Enabling
After registering the service account key file, go back to Smart Activity Management (Admin settings → Smart Activity Management), enable, and save. An admin email will be sent notifying that the function is activated.
2. Enabling function for users
Using the checkboxes, specify which users will have access. Then choose to start the integration. Integration can also be started for each user individually.
About linkage errors
| Status | Reason |
|---|---|
| Authentication error |
Service account key is invalid |
| Unauthorized | Service account does not have permission to see the target user's Gmail™ |
| Linkage error |
An error has occurred for a reason other than the above. If the problem persists after retrying, please contact us here. |
How to disable the feature for users
Please click on 'Unlink' for specified users.
