The Jetpack CRM Google Contacts Sync extension requires you to use Google’s OAuth 2.0 service (a way of authenticating credentials) and generate a client ID and client secret for your CRM installation.
You will need a Google Cloud account, if you don’t already have one. You’ll need a Gmail account to sign in.
Once you’re logged into Gmail, go to https://console.developers.google.com/apis/credentials.
Create a Project
Please note that the following instructions must be done on a per-project basis; setting up a OAuth Consent Screen on one project does not apply it to any other projects.
You can create a project here: https://console.cloud.google.com/projectcreate
Please see Google’s Create a Google Cloud Project documentation for details.
OAuth Consent Screen
Create an OAuth consent screen, if you haven’t already done so. Google requires this, so follow their on-screen instructions. There is more detailed information in their Configure the OAuth Consent Screen document.
If you choose External, you’ll need to add the email address(es) of any users you want to be able to connect to the Google People API.
Click on Add Users and add the address(es):
Enable People API
You’ll also need to make sure the People API is enabled. You can do this by clicking on
Enabled API and Services and see if it’s listed there:
If it is NOT listed there, click on
Enable API & Services at the top of the screen:
People, and select
Google People API. You can then enable it.
Create API Key
Now, click Credentials in the left menu, followed by + Create Credentials at the top of the page.
You can always find the key by going to
Credentials , and either a) clicking on
Show Key for the appropriate key, or clicking on the key name itself to see the key details/edit screen.
Create OAuth Client ID
Create Credentials again and select OAuth Client ID:
Choose Web Application.
The Name can be whatever you like.
You’ll also need to enter a redirect URI to the
Authorized redirect URIssection seen in the below screenshot, which should look something like this:
The complete screen looks like this. Make sure to replace ‘crm.mystagingwebsite.com’ with your own domain name.
Once done, you’ll be given your client ID and client secret.
Retrieving your Client ID and Secret
Go to your credentials dashboard. You should see an API key(s) and OAuth 2.0 Client ID(s):
Click on the Pencil icon on the right hand side of the Client ID:
Your client ID and secret can be found on the edit page:
Back to CRM Google Contact Sync (Google Contacts Connect)
Return to the Google Contact Sync settings page, and copy and paste your Client ID and Client Secret from the Google Console into the fields.
Click Save Settings. Then click on Authorise People API.
Sign Into Google
You’ll neext be asked to sign in with Google. Be sure to choose the same account which you listed as a test user.
Give permissions by clicking Continue.
You’ll be returned to the Google People Sync settings page.
Import your Google Contacts
Go to Tools in the upper CRM menu, and select Google Contacts:
You’ll then see a list of your contacts’ names and email addresses. Click Import Contacts.
Once the import is complete, you can view your new contacts in the Contacts list!
After clicking on Authorise People API, you may see the following error:
This is usually due to the URIs not matching in your Oauth credentials. Make sure they’re pointing to the same domain name.
Google’s People API
Configure the OAuth consent screen (Google)