How to set up Gmail or Office 365 integration for sending emails in Sumac
Note: this article requires a Gmail account. If you do not have a Gmail or Office365 account, and would like to set up email sending in Sumac using your internal office server, review this article for help.
If you would like to setup a Gmail or Office365 address in Sumac for outgoing email, follow these steps:
1. In Sumac, navigate to Utilities > Customize Database > Offices. While in Offices, select the Office record that you would like to configure for use with your email address.
2. In the Office record, under Email Settings, select the appropriate radio button option (either Gmail or Office365). If you select Gmail, you will be presented with the option to click “Log In Google” (see screenshot below):
If you select Office365, you'll be presented with a similar option to click "Log In Microsoft"
3. Click “Log In Google,” and your email's login window will automatically open in your browser. You will be prompted to connect your email account to Sumac by logging in. Once you have gone through the prompts and successfully logged in, you will receive a confirmation message on the screen.
4. Return to Sumac, and in your Office record (under Utilities > Customize Database > Offices) , you will see your email address written in the Email Account field (uneditable, and greyed out).
5. Make sure to review the Email Batch Settings and adjust them as necessary.
6. Click OK to save these changes.
You can now send outgoing email with either your Gmail or Office365 account in Sumac!
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