How to setup Gmail or Microsoft to sync

This guide provides a process for setting up Gmail to sync with your account, ensuring you can manage your emails efficiently.

1. Login to Solatech

2. Click the "Settings" gear icon

3. Click "Your Account Settings"

4. Under Integrations, click "Google" or "Microsoft"

5. Click "Sign in with Google" or "Sign in with Microsoft" button

6. Choose your gmail address

7. Click "Continue"

8. Click "Select all" checkbox

9. Click "Continue"

10. When connected, navigate back to Email section and click "Email settings"

11. Click the "Use my Gmail account" or "Use my Microsoft" field (this field populates only when taking the steps to integrate first)

12. Click the "Save" button

13. To test the email sync, type in your email to the "Send to" field and click "Send Test Message" button