Google Apps For Work

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Google Apps For Work

Overview of Google Apps / Google At Work

Google Apps goes by different names. Some call it Google At Work. Others call it Google Corporate. We usually call it Google Corporate or Google Apps.

Google Sync in Advisors Assistant only works with Google Apps. If you have not signed up with Google Apps, you can't Sync with Google. This is not our choice. Google only authorizes their API's to Google Apps users.

If you have a Google Corporate Account, you can then authorize Advisors Assistant to use the Google APIs (Application Programmer Interfaces) to enable Advisors Assistant to do the following with Google:

•Archive Gmail sent to or received from any email address stored in Advisors Assistant.

•Sync Google Contacts with Advisors Assistant Contacts (both directions).

•Sync Google Tasks and Appointments with Advisors Assistant Tasks and Appointments (both ways.)

•Complete Advisors Assistant workflow tasks in Google and have the workflow event automatically completed in Advisors Assistant.

•Complete workflow events in Advisors Assistant and have that task completed and removed from Google.

What Is Google Corporate Apps

Google Corporate, aka Google Apps, is the Google that you pay for. Costs typically begin at $5 per user per month.

Google DOES NOT make their API available for the free Gmail and Calendar.

Should I Use Google Apps For Work?

You may want to use Google Corporate if:

•You have 2 or more people using email and calendar in your company.

•You have mobile calendar needs that AAMobile cannot meet.

•You are able to set up your Google Corporate accounts. (There is not lots of help available and we've found that email replies take over a month.)

•You like Google.

Setting Up Google Apps For Work With Advisors Assistant

After you have set up your Google account and your Google mailboxes, you are ready to hook up Google Corporate to Advisors Assistant.

The Advisors Assistant side of this is quite easy, but the Google side involves lots of clicks and navigation.

The setup involves the following general steps:

a.Log into the Google Developer Site. You must be an Admin for the Google Work.

b.Create a Google project if you don't already have one. (You will usually have one because you needed one to set up your mail boxes; however, you must be the project owner to be able to open that project.

c.Enable the 4 Google API's (Application Programmer Interface) used by Advisors Assistant to talk to Google.

d.Create a Client ID

e.Download a JSON file that contains the Credentials that Advisors Assistant will import so you don't have to enter a very long string of characters.

f.Import the JSON file to Advisors Assistant System Preferences, Sync Options Tab.

g.Use the User Preferences, Sync Options Tab to authorize Google for the user's Gmail Address.

For detailed step by step on doing the setup, please click HERE.