Authorizing Sync Engine to Work with Your Data (Sync Activation)¶

Note that users’ login, email, or CRM data transferred over Revenue Grid Sync is secured and is never shared with any third parties or kept on a persistent storage, according to our Privacy and Security principles.

Tip

Many Enterprise customers ensure that Revenue Grid Sync is mass-activated for the end users by the local Admin, so no extra setup actions are required from them. See this article for more information on RGES mass deployment scenarios

Tip

In most configurations, if RGES Sync stops due to an error, the end users or the Admin user get a notification email with instructions how to re-enable it

>>> Click to see a screenshot <<<

Important

If you are using several different email boxes for your correspondence (not aliases), make sure to authorize RGES Sync data access for the same email box as one for which you installed the Add-In, otherwise the Sync engine functions will work incorrectly even though RGES Sync will appear to be running

Activate RGES Sync for MS Exchange¶

Specifically, the end users need to activate Revenue Grid Synchronization in the following cases:

on the first start via the corresponding dialog, if RGES Sync was not mass-activated by the local Admin, for example because Impersonated access cannot be used in your MS Exchange configuration
in case RGES Sync’s mailbox authorization expired or your mailbox password was changed
if you notice that Email Sidebar functions performed by RGES Sync are not carried out and Sync is not paused or suspended due to an error
the corresponding dialog also appears automatically in the Sidebar if 6 consequential RGES synchronization attempts get rejected by your email server

To (re)activate your RGES Sync, enter your Exchange mailbox’s Login and Password and click Connect to Exchange.

In some configurations, you may also need to enter a valid Exchange Web Services link specific for your company’s Exchange configuration. To do that, click the More v button and paste the EWS link provided by your local Exchange Admin into the field.

Important

Note that if Sync activation is skipped, a number of key Email Sidebar features performed by RGES Synchronization will be unavailable.

Activate RGES Sync for Office 365¶

Specifically, the end users need to activate Revenue Grid Synchronization in the following cases:

on the first start via the corresponding dialog, if RGES Sync was not mass-activated by the local Admin, for example because Impersonated access cannot be used in your MS Exchange configuration
in case RGES Sync’s mailbox authorization expired or your mailbox password was changed
if you notice that Email Sidebar functions performed by RGES Sync are not carried out and Sync is not paused or suspended due to an error
the corresponding dialog also appears automatically in the Sidebar if 6 consequential RGES synchronization attempts get rejected by your email server

Follow the steps below to do that

1. Open RGES Sync settings: in Email Sidebar, click the ☰ (Menu) button in the upper left corner and select Set up sync (or Sync settings) in the Menu that appears

2. If needed, enter your Office 365 login credentials in the O365 OAuth 2.0 dialog that appears

Next, Office 365 will request your confirmation; click Accept in this dialog to complete Sync activation. Your email data accessed by Revenue Grid Sync engine remains all secure and private, under our Privacy & Security principles.

After access has been authorized, RGES Sync will start running every 30 minutes 24/7 for this email account.

To pause RGES Sync, follow this instruction.
Or, in case you need to deactivate RGES Sync, follow this instruction.

Note

When you open the Email Sidebar Add-In for the first time and log in with your Salesforce credentials, the solution automatically starts using these credentials in Sync settings to connect your mailbox to Salesforce and starts the synchronization process.
You may update both Exchange and Salesforce accounts in sync settings at any point later. Refer to this article to learn how

Activate RGES Sync for Gmail¶

See this article to learn how to activate Revenue Grid Sync for Gmail / Google Workspace (G Suite) mailboxes.

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