Connecting a Gmail Mailbox to Rev.io

Rev.io can monitor a dedicated inbox and automatically create tickets from incoming emails. 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.

Step 1: Create or Open a Google Cloud Project

1. Sign in to the Google Cloud Console.
2. Create a new project or select an existing one from the top navigation bar.

Step 2: Enable the Gmail API

1. Navigate to APIs & Services > Library.
2. Search for Gmail API and click Enable.

Step 3: Create OAuth 2.0 Credentials

1. Go to APIs & Services > Credentials.
2. Click + Create Credentials > OAuth 2.0 Client ID.
3. Set the application type to Web application.
4. 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.

1. Under Authorized redirect URIs, click + Add URI.
2. Enter your Rev.io instance's callback URL in the following format: 
   https://[your-instance].psarev.io/oauth/google/callback
3. Replace [your-instance] with your Rev.io subdomain. If you're unsure of your callback URL, contact Rev.io support.
4. 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.

Step 6: Add the Mailbox in Rev.io

1. In Rev.io, navigate to your mailbox settings and click Add New Mailbox.
2. Enter the Gmail address you're connecting.
3. Set Provider to Gmail and Authentication Type to App Registration (OAuth).
4. Enter your Client ID and Client Secret from Step 5.
5. Click Connect with Google and sign in with the Google account that owns the mailbox when prompted.
6. 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.