How to Set Up Gmail Email
By completing this setup, you will be able to send emails — such as quotations and invoices — directly from Invent ERP using your name and email.
Step-by-Step Process
Step 1: Create a Google Cloud Project
- Go to Google Cloud Platform.
- Click Select a Project → New Project.
- Enter a project name (e.g., Invent ERP) and click Create.
Step 2: Set Up OAuth Consent Screen
- Go to APIs & Services → OAuth Consent Screen.
- Select External and click Create.
- Enter the App Name and provide your Gmail email address.
- Add
inventerp.comas an Authorized Domain. - Add your Gmail as the developer contact and click Save and Continue.
- Add test users, then click Back to Dashboard and Publish App.
Step 3: Configure Mail Server in Invent ERP
- Log in to Invent ERP and go to Administration → Configuration → Settings.
- Navigate to Technical → Mail Server and click Add.
- Enter a description (e.g., Main Email).
- Under Authenticate Using, choose Gmail OAuth Authentication.
- Copy the OAuth2 Redirect URL.
Step 4: Set Up OAuth Credentials
- In Google Cloud, go to Credentials → Create Credentials → OAuth Client ID.
- Select Web Application, enter a client name.
- Paste the OAuth2 Redirect URL under Authorized Redirect URIs.
- Click Create.
- Copy the Client ID and Client Secret and paste them into Invent ERP.
- Enter your Gmail address as the Username and click Create.
Step 5: Connect Your Gmail Account
- Scroll down and click Connect Your Gmail Account.
- Sign in to your Gmail account and click Continue.
- If you see "Google hasn't verified this app", click Advanced then Go to inventerp.com.
- Click Continue.
- Verify that the Token Valid button is green.
- Click Test Connection.
Your Gmail account is now configured and linked to Invent ERP.