Setting up Gmail integration


You can link Senta with pretty much any email service, but linking with Gmail is especially easy because you don't need to enter any server or account settings. 


To enable it, there are two steps:

 

1) Enable Gmail integration for the practice

2) Each user must then authorise Senta to access their Gmail

 

Enable Gmail integration for the practice

 

So, here's how to enable it for the practice.

 

1) Go to Settings > General settings  

2) Switch on "Send & Receive via Gmail"

3) Click Save

 

This step must be completed by someone with Administrator access to Senta.

 

Each user must authorise Senta

 

Each user in the practice has to allow Senta access to their Gmail.  We ask Gmail for access, and it in turn asks you for permission.  Once that's done it's ready to go.


1) Go to Your Account > Your profile

2) Click on the Email tab

3) Click on "Allow Senta to read my Gmail"

4) You will be taken to Gmail login page and may be asked to sign in.  Gmail will then tell you that Senta would like to have offline access and ask if you wish to allow or deny this.

5) Click Allow.  You will be taken back to "Your profile".


Once you've done this, two things will happen:

 

1) Any time you send an email, it will be sent via your own email account, instead of via the Senta servers.  This means you can see all correspondence in your normal email service, not just in Senta.

2) When you are looking at a client, the Email tab will show you emails you've ever sent and received, including those from prior to switching on the integration.


You can switch off access to your Gmail at any time, by clicking "Disallow Senta from reading my Gmail".

 

Finding out who's completed their setup

 

You can find out who has completed their email setup by going to Settings > Users


In this area, you will see a list of all users' email addresses, and the last time and date that email address was syncronsed to Senta.




Setting up Outlook, Exchange Office 365 & other email integrations


You can link Senta with pretty much any email service if it supports SMTP & IMAP.  This includes Exchange, Office 365 and many other popular email services.  This will show you emails between each client and everyone in the practice -- ideal for holidays and for making sure you have the complete picture for each client.


To enable it, there are two steps: 


1) Enable email integration for the practice

2) Each user must then add his or her own email settings


Step 1: Enable email integration for the practice


So, here's how to enable it for the practice. 


1) Go to Settings > General settings  

2) Switch on Send & Receive via SMTP / IMAP

3) Click Save


This step must be completed by someone with Administrator access to Senta.


Step 2: Each user must add their own email settings


Each user in the practice has to add their own email settings


1) Go to Your Account > Your profile

2) Click on the Email tab

3) Switch on Send & Receive via SMTP / IMAP

4) Add their email details (server, user name, etc.)

5) Click Save


We have some recommended email settings on our Email Settings page


Once the details have been saved, he or she can then go back into Your Profile > Email and pick a Sent items folder.  This is a folder on your mail server where you save your sent emails. 

 



Once you've done this, two things will happen: 


1) Any time you send an email, it will be sent via your own email account, instead of via the Senta servers.

2) When you are looking at a client, the Email tab will show you emails you've sent and received.  


Finding out who's completed their setup


You can find out who has completed their email setup by going to Settings > Users


In this area, you will see a list of all users' email addresses, and the last time and date that email address was syncronsed to Senta.