Activate Leads Configuration in Odoo from Gmail

| 8 minutes

This SOP will guide the IT Team members (specifically the IT Operations Supervisor) for the activation of Leads in Odoo from Gmail. It requires:

Development Environment

Inbound Configuration

Activation for Sales Dev

Our gmail inbox salesdev@advacarepharma.com is the main place where we centralize the incoming emails from different websites for development environment, contact channels, etc, so it’s required to make a configuration between Odoo DEV System and this Main Gmail Inbox.

Google
Gmail Settings Enable POP Access
1. Sign in to the salesdev@advacarepharma.com Google account using the login details provided on file with AdvaCare IT Assets.
2. Click on the “See all settings” button from the Gear icon
a. Go to the “Forwarding and POP/IMAP” section.
b. Go to the POP download sub-section.
3. Choose the option “Enable POP for mail that arrives from now on”.

4. Scroll down.
5. Click on the Save button.
Note: Sometimes an error could be displayed. In this case, the process is repeated one more time and it should work correctly.
Google Account Settings Create App Password
1. Click on the “Manage your Google Account” button, from the account logo on the right upper corner
2. Click on the “Security“ menu, located in the main left menu of the screen.
3. Click on the “2-Step Verification” option.
4. Scroll down and click on the "App passwords" option
Note: possibly the system will ask to enter the password again, so enter it.
5. In the "App passwords" section, choose the "Other (Custom name)" option from the "Select app" field
6. Write the name in the format "Odoo Environment YYYYMMDDHHmm", for example "Odoo Dev 202221090447"
7. Click on the “Generate” button.
8. Copy the generated code and keep it saved since it will be used later on.
Odoo Incoming Models
1. Open the Settings module.
2. From the horizontal menu, located at the top of the screen, choose the Technical (point 1) menu.
Note: If this menu is not displayed, the IT Manager will need to enable Debug Mode and return to this section.
3. Choose the "Incoming Mail Server" submenu (point 2).

4. Select the "Sales Incoming" record.

5. Click on the “Edit” button.
6. Verify that the server type is "POP Server".

7. On the “Server & Login” tab of the record, refer to the “Password” field and paste the generated App password that was copied in the previous steps.

8. Click on the “Save” button.
9. Click on the "Test & Confirm" link.
10. Verify that the status of the record has changed to "Confirmed", located at the top left of the screen.
11. You are done!
Activation for Catchall Dev

Our gmail inbox catchalldev@advacarepharma.com is the main place where we centralize the incoming emails from different websites for development environment, contact channels, etc, so it’s required to make a configuration between Odoo DEV System and this Main Gmail Inbox.

Google
Gmail Settings Enable POP Access
1. Sign in to the catchalldev@advacarepharma.com Google account using the login details provided on file with AdvaCare IT Assets.
2. Click on the “See all settings” button from the Gear icon
a. Go to the “Forwarding and POP/IMAP” section.
b. Go to the POP download sub-section.
3. Choose the option “Enable POP for mail that arrives from now on”.

4. Scroll down.
5. Click on the Save button.
Note: Sometimes an error could be displayed. In this case, the process is repeated one more time and it should work correctly.
Google Account Settings Create App Password
1. Click on the “Manage your Google Account” button, from the account logo on the right upper corner
2. Click on the “Security“ menu, located in the main left menu of the screen.
3. Click on the “2-Step Verification” option.
4. Scroll down and click on the "App passwords" option
Note: possibly the system will ask to enter the password again, so enter it.
5. In the "App passwords" section, choose the "Other (Custom name)" option from the "Select app" field
6. Write the name in the format "Odoo Environment YYYYMMDDHHmm", for example "Odoo Dev 202221090447"
7. Click on the “Generate” button.
8. Copy the generated code and keep it saved since it will be used later on.
Odoo
Incoming Models
1. Open the Settings module.
2. From the horizontal menu, located at the top of the screen, choose the Technical (point 1) menu.
Note: If this menu is not displayed, the IT Manager will need to enable Debug Mode and return to this section.
3. Choose the "Incoming Mail Server" submenu (point 2).

4. Select the "Catchall Incoming" record.

5. Click on the “Edit” button.
6. Verify that the server type is "POP Server".

7. On the “Server & Login” tab of the record, refer to the “Password” field and paste the generated App password that was copied in the previous steps.

8. Click on the “Save” button.
9. Click on the "Test & Confirm" link.
10. Verify that the status of the record has changed to "Confirmed", located at the top left of the screen.
11. You are done!
Activation for Bounce Dev

Our gmail inbox bouncedev@advacarepharma.com is the main place where we centralize the incoming emails from different websites for development environment, contact channels, etc, so it’s required to make a configuration between Odoo DEV System and this Main Gmail Inbox.

Google
Gmail Settings Enable POP Access
1. Sign in to the bouncedev@advacarepharma.com Google account using the login details provided on file with AdvaCare IT Assets.
2. Click on the “See all settings” button from the Gear icon
a. Go to the “Forwarding and POP/IMAP” section.
b. Go to the POP download sub-section.
3. Choose the option “Enable POP for mail that arrives from now on”.

4. Scroll down.
5. Click on the Save button.
Note: Sometimes an error could be displayed. In this case, the process is repeated one more time and it should work correctly.
Google Account Settings Create App Password
1. Click on the “Manage your Google Account” button, from the account logo on the right upper corner
2. Click on the “Security“ menu, located in the main left menu of the screen.
3. Scroll down and click on the "App passwords" option
Note: possibly the system will ask to enter the password again, so enter it.
4. In the "App passwords" section, choose the "Other (Custom name)" option from the "Select app" field
5. Write the name in the format "Odoo Environment YYYYMMDDHHmm", for example "Odoo Dev 202221090447"
6. Click on the “Generate” button.
7. Copy the generated code and keep it saved since it will be used later on.
Odoo
Incoming Models
1. Open the Settings module.
2. From the horizontal menu, located at the top of the screen, choose the Technical (point 1) menu.
Note: If this menu is not displayed, the IT Manager will need to enable Debug Mode and return to this section.
3. Choose the "Incoming Mail Server" submenu (point 2).

4. Select the "Bounce Incoming" record.

5. Click on the “Edit” button.
6. Verify that the server type is "IMAP Server".

7. On the “Server & Login” tab of the record, refer to the “Password” field and paste the generated App password that was copied in the previous steps.

8. Click on the “Save” button.
9. Click on the "Test & Confirm" link.
10. Verify that the status of the record has changed to "Confirmed", located at the top left of the screen.
11. You are done!

Outbound Configuration

Activation for Outbound Dev
Google
Gmail Settings Enable POP Access
1. Sign in to the outbounddev@advacarepharma.com Google account using the login details provided on file with AdvaCare IT Assets.
2. Click on the “See all settings” button from the Gear icon
a. Go to the “Forwarding and POP/IMAP” section.
b. Go to the POP download sub-section.
3. Choose the option “Enable POP for mail that arrives from now on”.

4. Scroll down.
5. Click on the Save button.
Note: Sometimes an error could be displayed. In this case, the process is repeated one more time and it should work correctly.
Google Account Settings Create App Password
1. Click on the “Manage your Google Account” button, from the account logo on the right upper corner
2. Click on the “Security“ menu, located in the main left menu of the screen.
3. Click on the “2-Step Verification” option.
4. Scroll down and click on the "App passwords" option
Note: possibly the system will ask to enter the password again, so enter it.
5. In the "App passwords" section, choose the "Other (Custom name)" option from the "Select app" field
6. Write the name in the format "Odoo Environment YYYYMMDDHHmm", for example "Odoo Dev 202221090447"
7. Click on the “Generate” button.
8. Copy the generated code and keep it saved since it will be used later on.
Odoo
Outgoing Models
1. Open the Settings module.
2. From the horizontal menu, located at the top of the screen, choose the Technical (point 1) menu.
Note: If this menu is not displayed, the IT Manager will need to enable Debug Mode and return to this section.
3. Choose the "Outgoing Mail Server" submenu (point 2).

4. Select the "Gmail Outgoing Outbound" record.

5. Click on the “Edit” button.
6. In the “Security and Authentication” section, refer to the “Password” field and paste the generated App password that was copied in the previous steps.

Note: Verify that the email in the "Username" field is "outbounddev@advacarepharma.com".

Production Environment

For the production environment follow the same steps mentioned in the sections and subsections from in the development environment, but consider to use the following related mailboxes as shown below:

Inbound Configuration in Production

1. sales@advacarepharma.com (similar steps performed for salesdev@)
2. catchall@advacarepharma.com (similar steps performed for catchalldev@)
3. bounce@advacarepharma.com (similar steps performed for bouncedev@)

Outbound Configuration in Production

4. outbound@advacarepharma.com (similar steps performed for outbounddev@)
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