Workspace integration


Workspace integration

# Gmail and Google Calendar

# Synchronization with Skalin

To connect to your e-mail accounts and calendars, you first need to whitelist Skalin on your Google Workspace environment. This should be done by a Google Workspace administrator, and the process is fairly straightforward.

Once Skalin has been approved, go to https://app.skalin.io/#/integration/gmail (opens new window) to connect your Gmail inbox and Google calendar.

Click on the "Sign-in with Google" button:

Select the appropriate account:

Finally, click on authorize. That's it, you're connected!

By default, only your main calendar is synchronized. You can add your secondary calendars as required. Click "Save" to save your configuration.

All you have to do is wait a few hours for the initial synchronization to take place. Thereafter, your messages and appointments will be synchronized every hour.

# Whitelisting of Skalin within Google Workspace

It is possible that the administrator of your Google Workspace account has security rules that block authentication. In this case, your administrator will need to approve the Skalin application within Google Workspace.

In this case, go to the administration console https://admin.google.com/ (opens new window) Then : Security > Access & Data Control > API commands > Application access control Whitelisting1.png

Then click on “MANAGE ACCESS FOR APPLICATIONS” then click on “Configure a new application” Whitelisting2.png

Whitelisting3.png

Fill in the following form:

  1. Application : Search for Skalin app thanks to its identifier: 1084505231477-a7f3mcoo4bqu6rvtrtj65ip5arcl4dmn.apps.googleusercontent.com Select Skalin line and continue.

Whitelisting4.png

  1. Application field : Select all your organieation users or a predefined unit.

Whitelisting5.png

  1. Google data access: Select "Trusted". Limited and Specific Google data authrizations are not sufficient for Skalin to work properly. Trusting Skalin app doesn't give it all permissions, only when users will connect their Google accounts will they grant permissions to some specific scopes, mainly reading and writing emails and reading the agenda.

Whitelisting6.png

  1. Summary Check the configuration and finish. Whitelisting7.png

# Microsoft 365

Go to https://app.skalin.io/#/integration/microsoft (opens new window) to connect your MS365 box and your Microsoft calendar. Click on the "Connect me" button. Select the account you wish to synchronize, enter your credentials if applicable, then authorize Skalin to access your information. You're connected!

All you have to do is wait a few hours for the initial synchronization to take place. Thereafter, your messages and appointments will be synchronized every hour.

# Slack

Slack integration will enable your team to receive alerts or notifications, either on a shared channel (public channels only), or live via the Skalin Bot.

To connect, go to https://app.skalin.io/#/integration/slack (opens new window) and click on "Connect me". Select the Slack account you want to connect (top right), check the requested permissions and click "Allow".

You will then be prompted to choose a default communication channel. Each time you set up a Slack alert or notification at a Playbook, you'll be able to use this default channel, or choose another channel, or send messages to specific users.

From now, you can use Slack for Alerts and Playbooks.

Contributors: Julien