Sometimes when you are trying to add your Gmail account to Livespace CRM a pop-up window appears with an alert saying that the integration failed. If that is the case, please follow the steps in this article to set up a proper integration.
Setting up an IMAP access
- Log in to Gmail.
- Open Settings tab.
- Go to Forwarding and POP/IMAP.
- Click on Enable IMAP.
- Save Changes.
You will find some additional information here at Google support page.
Two-step verification enabling
- Open My account page, you’ll find it in Settings.
- The next step is to choose Signing in to Google option in Sign-in & Security panel.
- In here choose 2-Step Verification option.
- Next, click on Get started button and go through the verification process, where you can establish a phone number for authorization codes.
You can find an up-to-date instruction and some additional information about the 2-Step Verification here on Google support page.
If you’re using a Google Apps / Google for Business, you’ll find an instruction for 2-Step Verification here.
Setting up a password for Livespace
- Go to your Gmail Settings.
- The next step is to choose Signing in to Google option in Sign-in & Security panel.
- In Signing in to Google tab choose Password & sign-in method > App passwords.
If you can’t see this option, please make sure the 2-Step Verification was enabled according to our previous instructions. - Click on Select app.
- From the drop-down menu choose Other (Customised name).
- Type in the name ‘Livespace’ and hit Generate to create a special password for Livespace.
- A new pop-up window will appear with your new password.
- Left click and mark the generated password.
- Then right click and choose the Copy option from the drop-down menu, or use Ctrl + C keyboard combination to copy the password.
You can find more information about logging in at Google support page.
Adding a new email account to Livespace
- Go to Profile settings in Livespace CRM.
Choose E-mail accounts tab from the left side menu.
- Click on Add new account button.
- Type in proper settings. Remember that for a server address you need to type in imap.gmail.com and in Password copy the Google password you’ve generated earlier (according to the steps provided in this article).
- Click Add to complete the process.
Attention
When you turn the 2-Step Verification on you need to set up separate passwords for each email client for this Gmail account (for example in Microsoft Outlook).