As part of the Importer Jobs process, add existing email accounts or set up generic accounts payable email accounts or specific vendor email accounts.
For details on Importer Jobs, click here.
Go here to manage (add, edit, delete) Office 365 and Google Accounts associated with the Importer Jobs process.
1.Click Linked Accounts.
The following page displays:
Adding a Linked Account
1.From the header, click the My Account icon, 
.
2.From the dropdown select Profile.
The User Settings page similar to the following displays:
3.Click 
.
The following page displays:
4.Use the Account Type field dropdown to populate the field. Choose from:
5.Once you have identified the account type, the Name field becomes active and additional check boxes become visible. Enter the name of the individual or group associated with the assigned Account Type.
If you select Office 365 Account, this is the page that displays:
If system or vault administrators should have permission to configure Email Importer jobs for this email account you are setting up, click the Allow any system or vault admin to configure jobs for this email. check box.
You will need to click the Modify Mail check box so that pVault® can import emails, email attachments, or both.
For shared mailboxes, click Modify Shared Mailboxes. This will enable pVault to import emails and/or email attachments beyond the account listed here.
If you select Google Account, this is the page that displays:
If system or vault administrators should have permission to configure Email Importer jobs for this email account you are setting up, click the Allow any system or vault admin to configure jobs for this email. check box.
You will need to click the Modify Mail check box so that Sage Intacct Paperless can import emails, email attachments, or both.
6.Click 
.
If choosing to link a Google Account, this is the sign in dialog box that displays:
7.Click 
.
A dialog requesting the user's password similar to the following displays:
8.Enter the password.
9. Click .
The following dialog box may display:
10. Click Advanced.
The following dialog box displays:
11.Click the link.
The next dialog box displays:
12. Click 
.
The next dialog box displays:
13. Important: Be sure to click the Read, compose, and send emails from your Gmail account check box. This provides authentication between Sage Intacct Paperless and Gmail.
14. Scroll through the dialog box.
15. Review the statements with associated checkmarks. This is the access that you are approving.
16. Click .
The Linked Accounts, General tab will resemble the following:
17. Click 
.