Configuring a Gmail Mailbox to Rev.io
Rev.io can monitor a dedicated inbox and automatically create tickets from incoming emails. Two methods are available for connecting a Gmail mailbox: OAuth (recommended) and App Password. Follow the guide below for your preferred method.
Option 1: App Registration (OAuth)
OAuth is the most secure way to connect a Gmail mailbox. It requires a one-time setup in Google Cloud Console by your IT administrator, after which Rev.io can read emails from your mailbox without ever needing your password.
| NOTE: You will need access to Google Cloud Console with admin privileges for your organization in order to complete this process. |
Step 1: Create or Open a Google Cloud Project
- Sign in to the Google Cloud Console.
- Create a new project or select an existing one from the top navigation bar.
Step 2: Enable the Gmail API
- Navigate to APIs & Services > Library.
- Search for Gmail API and click Enable.
Step 3: Create OAuth 2.0 Credentials
- Go to APIs & Services > Credentials.
- Click + Create Credentials > OAuth 2.0 Client ID.
- Set the application type to Web application.
- Give it a name (e.g., "Rev.io Mailbox").
Step 4: Add the Rev.io Redirect URI
This step is required. Without it, Google will not allow the connection to complete.
- Under Authorized redirect URIs, click + Add URI.
- Enter your Rev.io instance's callback URL in the following format:
https://[your-instance].psarev.io/oauth/google/callback - Replace [your-instance] with your Rev.io subdomain. If you're unsure of your callback URL, contact Rev.io support.
- Click Save or Create.
Step 5: Copy Your Credentials
After saving, Google will display your Client ID and Client Secret. Copy both and store them somewhere safe.
| NOTE: Client secrets cannot be viewed again after you leave this page. If you lose it, generate a new one under Client secrets > + Add secret. |
Step 6: Add the Mailbox in Rev.io
- In Rev.io, navigate to your mailbox settings and click Add New Mailbox.
- Enter the Gmail address you're connecting.
- Set Provider to Gmail and Authentication Type to App Registration (OAuth).
- Enter your Client ID and Client Secret from Step 5.
- Click Connect with Google and sign in with the Google account that owns the mailbox when prompted.
- Click Create. It may take a few hours for Google Cloud settings to take effect after initial setup.
See the Add/Edit Support Inboxes article for more information.
Option 2: App Secret (Username/Password)
This method uses a Google App Password, which is a special one-time password generated by Google that allows secure access without using your main Gmail password. This option is simpler to set up but requires that your Google account has 2-Step Verification enabled.
Step 1: Generate a Google App Password
- Sign in to your Google Account.
- Go to Security and confirm that 2-Step Verification is turned on. It must be active to use App Passwords.
- In the Security section, click App Passwords. You can also navigate directly to myaccount.google.com/apppasswords.
- Under App name, enter a label such as "Rev.io" and click Create.
- Copy the 16-character password shown. You won't be able to see it again.
| NOTE: If you don't see the App Passwords option, your account may use passkeys or your organization may have the option disabled. In that case, use the OAuth method above instead. |
Step 2: Add the Mailbox in Rev.io
- In Rev.io, navigate to your mailbox settings and click Add New Mailbox.
- Enter your Gmail address.
- Set Provider to Gmail and Authentication Type to App Secret (Username/Password).
- Fill in the following credentials:
- Username: your full Gmail address
- Password: 16-character App Password from Step 1 (not your regular Gmail password)
- Click Create.
See the Add/Edit Support Inboxes article for more information.
| NOTE: If you ever revoke or regenerate your App Password, you'll need to update this connection in Rev.io. |