Google Integration
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Overview
There are several integration points between AffinityLive and Google. If you are using Google Apps (Gmail, Google Calendar, Google Docs, etc.) for your business, then some of these integrations may already be enabled. Check your "Integrations" page to confirm.
If you are not using Google Apps (just regular Gmail, etc.) you can still use the features below - simply ensure your AffinityLive account is connected to Google.
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Google Contact Import - this allows you to pull in contacts from your Google Contacts list and then keep them synced. It has some special logic to help you create companies for business contacts and ignore personal contacts.
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Email synchronisation - emails to and from clients can be captured into AffinityLive.
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Appointments from your Google Calendar can be pulled into your AffinityLive schedule
- Create meetings or schedule a call in AffinityLive and it will push to your Google Calendar
Single sign-on - from Google Apps services like Gmail, you can just click "more" then select "AffinityLive" to be taken straight to your AffinityLive home screen- Easy user provisioning - When you first sign-up for an AffinityLive account, as the domain administrator you can easily review which staff members you want to provide AffinityLive accounts for. You can set their access level and send them an email to help them get started.
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Please Note: If you signed up via the Google Marketplace then your AffinityLive and Google accounts are automatically connected, and many of these features are enabled by default.
Connecting your Google Account
Google provides a few ways to integrate your AffinityLive account. If you're a Google Apps user and your domain is connected via the Google Apps Marketplace, then you're already connected! If not, you can link your account very quickly - check out this help article to see how it all works.
Calendar Sync
Google calendar sync is configured from your Integrations screen (from the menu next to your user name).
Contact Sync
Your Google Contact address book, which is a key part of your email client, and possibly linked to your smartphone, is a an important contact tool. Unfortunately, it is also a bit basic, but combining AffinityLive with your Google Contacts, you can achieve full synchronization and integration which combines the fully featured AffinityLive client database and the accessible Google Contacts and address book.
Task Sync
When you create a task in AffinityLive, an all day calendar entry and reminder if posted into your Google Calendar, with links back to the AffinityLive task.
Email - Google Apps
Automatic email capture is one of AffinityLive's most popular features. If your company is using Google Apps, the good news is that AffinityLive and Google Apps work together flawlessly. Check out this page for detailed instructions on how to configure Google Apps to work with your AffinityLive deployment and be up and running in no time.
Contact Import
For Google Apps users, Google Contacts are your primary address book. Unfortunately, they don't synchronize across your team, and they're also often pretty basic - however, by importing and synchronizing your contacts with AffinityLive, you can benefit from all of the power of AffinityLive, while keeping your Google Contacts up to date and in sync with your team, your email and your mobile phone.