Integrations
Google and Microsoft mail
Connect a Google or Microsoft mailbox by signing in — what MoveBoard can then do with it, and what to do when it asks you to connect again.
- 2 min read
- Checked against MoveBoard
- For owners & admins
On this page
MoveBoard sends your emails from your own mailbox and reads the replies back onto the order. The easiest way to connect a Google or Microsoft mailbox is to sign in — no server settings to type.
Two kinds of mailbox
- The company mailbox — quotes, confirmations, invoices and reminders go out from it when nobody's own mailbox is used. Set in Settings › Communication › Email setup — see Email setup.
- Each person's mailbox — mail they send from an order goes from their own address, and replies come back to them. Each person connects it under their name › Connections — see Connect your email and phone.
Connect by signing in
- Press Login with Google / Login with Microsoft (company mailbox), or Connect Google / Connect Microsoft (your own).
- Google's or Microsoft's page opens in a pop-up. Sign in to the mailbox and allow MoveBoard access.
- The pop-up closes itself. The mailbox shows Connected, with Connected as ….
You type your password on Google's or Microsoft's page, never in MoveBoard.
What MoveBoard asks permission for
- To send mail as the mailbox.
- To read the mailbox, so a customer's emailed reply lands on its order and in Mail.
If a mailbox was connected with permission to send only, it still sends but replies can't be read — its state shows Needs reconnect with Sends mail; connect again so replies can be read here. Sign in again and allow everything asked.
When it says Needs reconnect
The sign-in has expired, was withdrawn, or doesn't let MoveBoard stay signed in. You'll see one of:
- Google did not leave a way to stay signed in / Microsoft did not leave a way to stay signed in
- Switched off — Google may have withdrawn access
Press Reconnect Google or Reconnect Microsoft and sign in again. Until you do, that mailbox can't send or read mail. Your Google or Microsoft administrator may also need to allow MoveBoard for your domain.
Other providers
Any other mailbox connects with its server settings and password instead — the server form on Email setup, or Email Setup on a person's Integration tab.
If something goes wrong
- Microsoft sign-in is available once the Microsoft key is added. — Microsoft isn't ready for your company yet; use Google or the server settings.
- Email is set by OAuth2 authentication. Disconnect OAuth to change. — press Disconnect OAuth before typing server settings.
- Test Failed: save the mailbox first
Related guides
- Email, texts & callsConnect your email and phoneConnect your own Gmail or Microsoft mailbox, Google Calendar and RingCentral from Connections; set up the company mailbox; and, for admins, see who still needs to connect.
- SettingsEmail setupConnect the mailbox your company's emails go out from — Google, Microsoft or your own mail server — and let MoveBoard read customers' replies.
- Email, texts & callsMailEvery mailbox you work from in one place — your own, the ones shared with your position, the company's — with reply, forward, flag, archive, and attaching a conversation to an order.
- Email, texts & callsDid my email arrive?Check whether an email went out and whether the customer opened it — the copy kept on the order, the open indicator, and what to do when it didn't arrive.
- Team & permissionsConnectionsEach office person's email, Google Calendar and RingCentral in one list — who's connected, who needs to sign in again, and how to connect for someone.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.