Connecting your Google Email Account to Planning Pod

Connecting your Google Workspace email account to Planning Pod is a simple process. Once it is connected you can use your email address to send and receive messages from anyone in your Planning Pod Contact list - all within your account.

IMPORTANT NOTE: You can only connect Gmail addresses that have been set up and are maintained within a Google Workspaces account (formerly G Suite). If you have a free Gmail account, due to security restrictions enacted by Google, you will not be able to connect that free email address to Planning Pod. 

IMPORTANT: PLEASE READ

Before connecting the first email account in your organization, your G Suite administrator MUST add Planning Pod to your G Suite admin console before you can move forward. To complete this step, download the instructions below and provide them to your G Suite administrator before attempting to connect.

Check out the Scribe or follow the instructions below.

G Suite super administrator is the only person who can whitelist Planning Pod in your G Suite account. Once this step has been completed, anyone at your company will be able to connect G Suite email addresses to Planning Pod.

1. Admins should sign in to their Google Admin Console. Click on your business name at the top right corner of your window. (You might need to sign in)
2. Go to "Security" on the left side Navigation bar.
3. Select "Access and data control" to expand menu, and then click "API Controls".
4. Then, admins should click “Manage Third-Party App Access”.
5. Then, admins should click “Configure New App” and select the “OAuth App Name or Client ID” option.
6. This will bring up the Add App window. Paste the following client ID into the field and click “SEARCH”: 1069949297446-uchtctpkg8ifs2hvqbrbrh0kmv9oh3tv.apps.googleusercontent.com
7. Check the OAuth Client ID Box and then click "Select".
8. Make sure the button is marked for the "All Users" option- this should be defaulted. Then click "Continue"
9. Mark Planning Pod as Trusted App and click Continue. then click "Finish".
10. That’s it! Planning Pod is now a trusted app that can connect to your G Suite Account.

Then in Planning Pod:

1. Click on your name and select "Settings" from the drop-down menu.
2. Under "Communications & Alerts" choose "Communications Setup (Email)".
3. Click on the "Connect Email" button from the top right of the Email Communications setup screen.
4. Enter your email address (Google Business address managed through Google) and password you generated in your Google account.

You will then be redirected back to Planning Pod to confirm your email has been connected. You are ready to begin sending email in Planning Pod through your Gmail account.


Still having trouble? Make sure to check these items: 
- Make sure you've got the right Client ID added for the Planning Pod connection. If you've done this connection before, you might need to do these steps again to make sure you've selected the update app with the right Client ID! Here's that correct ID again: 1069949297446-uchtctpkg8ifs2hvqbrbrh0kmv9oh3tv.apps.googleusercontent.com

- Check OAuth/Trusted Access Settings. These might be turned off. Make sure to select "Trusted" and check the box for "Allowlist for exemption from API access blocks in contect-aware access. Available only for apps added Via OAuth client IDs:

Sometimes, Google will update or change the process of whitelisting apps and we aren't made aware when that happens. If you've noticed there's a new step or a step not needed, please let us know at support@Planningpod.com so we can keep this article updated! 

We appreciate your help and insight when going through the process!