Connecting Gmail to eDesk couldn't be easier. In this guide, we'll show you how to connect your Gmail account in eDesk - in less than 10 seconds!

Before you start

 
  • You’ll need an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.
  • You'll need a Gmail account. To find out how to create one, click here. 

​​​​​01 Connecting Gmail

When you connect a Gmail email address to your eDesk, the eDesk Mailbox will display all the emails that are sent to that Gmail email address, so that you can manage all your customer emails in eDesk. Here's how to set it up:


1. In eDesk, select the App Store icon in the left-hand menu to open the App Store. 
The App Store icon in the main menu and the Gmail tile in the App Store.
2. In the App Store, search for Gmail to display the Gmail tile.
The Gmail tile in the App Store.
4. Select the Gmail tile to open the App Store page for Gmail. Select Install App.
Install App button on the Gmail page in the App Store.
5. Select Authorize eDesk.The Authorize eDesk button.
6. If your internet browser is aware of any Gmail accounts, they'll be listed here. Select the account that you want to connect to eDesk. If you don't see the Gmail account you want in the list, select Use another account.
Select Gmail account.
7. Login to the selected Gmail account and select Next to display the Permission eDesk page:
The Permission eDesk page.
8. Select Continue to open the Configure [gmail account] page.
The Select Folder button.
9. If you'd like eDesk to copy into the eDesk Mailbox only the emails that are in one of your Gmail folders, click Select Folder and choose the folder from the list. If you don't select a folder, eDesk will copy to the eDesk Mailbox all the emails that arrive in your Gmail Inbox.

You can select one Gmail folder for each Gmail channel in eDesk. If you use a Gmail email address to receive emails from customers for more than one sales channel, and in your Gmail, you filter the emails into dedicated email folders for each channel, then you can repeat the steps in this help file to create a dedicated Gmail channel for each folder. If you have previously set up a Gmail channel in eDesk that connects to a folder in this Gmail account, then this folder will be grayed out in the list so that you can't select it twice.

Pro Tip: If you haven't already created the folder in Gmail, you can do it now by opening a new browser tab, logging into your Gmail account, creating the folder, and applying a filter to your emails so that they are put into the new folder as soon as they arrive in your Gmail account. Then go back to eDesk and refresh the page to show the new folder in the list, so that you can select it.

9. Select Finish Setup.

Now, all the emails that are sent to the selected folder (or your Inbox if you didn't select a folder) in this Gmail email address will also be displayed in your eDesk Mailbox, so that you can manage all your customer emails in eDesk.

02 Can I change the Gmail folder that eDesk connects to?

In your eDesk Settings, you can easily change the Gmail folder that eDesk connects to. Here's how:

  1. Go to Settings > Mailbox Settings > Channels.
  2. Click the channel that has your Gmail email address in the Title column.
  3. Select the Mailbox tab and then select the Source Folder field to display a list of the folders in the Gmail account.
    Select Source Folder.
  4. Select the Gmail folder you would like eDesk to connect to.
  5. Select Save Changes.

03 Can I automatically set emails to Read in my Gmail account if they are being handled in eDesk?

Yes! eDesk allows you to choose how to mark emails as Read in the connected Gmail account by selecting one of the following:
  • Pulled into eDesk
    This means that an email will be marked as Read in the connected Gmail account as soon as it is displayed in the eDesk Mailbox. This is the default behaviour.
  • Opened in eDesk
    This means that an email will be marked as Read in the connected Gmail account as soon as you or another member of your team opens the email in the eDesk Mailbox.
  • Replied to in eDesk
    This means that an email will be marked as Read in the connected Gmail account as soon as you or another member of your team sends a reply to the email from the eDesk Mailbox.

To set this up:

  1. Go to Settings > Mailbox Settings > Channels.
  2. Click the channel that has your Gmail email address in the Title column.
  3. Select the Mailbox tab and then select the Mark Gmail messages as read when field to display the options described above.
    The Mark Gmail messages as Read menu.
  4. Select your preferred option.
  5. Select Save Changes.

Further Reading


To find out more about Mail Forwarding with eDesk, click here.

Want to learn about Outlook Forwarding with eDesk? See here.