> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Import customer emails automatically with Gmail Integration [Beta]

> Connect Gmail to Upflow to import customer emails in near real-time, sync up to 90 days of history and centralize every conversation on the customer timeline.

**Get the full picture of your customer conversations by connecting your Gmail account to Upflow.**

## What is the Gmail integration?

The Gmail integration allows Upflow to automatically import emails from your inbox, giving you a complete view of customer conversations.

**Benefits of connecting your Gmail account:**

* **Automatic import** - Emails sync in near real-time (within 10 minutes)
* **Historical context** - Import up to 90 days of past emails
* **Complete visibility** - See both sent and received emails in customer timelines
* **Attachments included** - Documents and images are imported automatically

## How it works

Upflow connects to your Gmail account and synchronizes all the emails, sent and received, related to the active aliases in your organization.

1. **You activate the Gmail integration feature** - From your organization settings
2. **You grant access** - Connect your Gmail account from your profile settings
3. **We sync your emails** - Upflow imports emails related to your verified aliases
4. **We match them automatically** - Emails are linked to the right customers, contacts, and actions
5. **You see them in context** - View all conversations in customer timelines

**Sync logic**

If your verified alias is [collections@acme.com](mailto:collections@acme.com), Upflow will import:

* Emails you sent FROM [collections@acme.com](mailto:collections@acme.com)
* Emails customers sent TO [collections@acme.com](mailto:collections@acme.com)
* Emails where [collections@acme.com](mailto:collections@acme.com) is in CC or BCC

## Setting up the integration

### Step 1: Activate email import for your organization

1. Go to [**Settings > Import emails and aliases**](https://app.upflow.io/organization/-/settings/import-emails)
2. Toggle on **Import emails from Gmail**
3. Review the list of users and their connection status

<img src="https://mintcdn.com/upflow-04dc27cd/3lE1UqzP1SNU-ZAj/images/45487970177681.png?fit=max&auto=format&n=3lE1UqzP1SNU-ZAj&q=85&s=571d423aa4dfe1f4a129837d7d54f279" alt="" width="640" data-path="images/45487970177681.png" />

You'll see a table showing:

* **User** - Team members in your organization
* **Connected account** - The Gmail account they connected
* **Status** - Connection state

| Status            | Description                                                      | Action needed                             |
| ----------------- | ---------------------------------------------------------------- | ----------------------------------------- |
| **NOT CONNECTED** | The user hasn't granted access to their Gmail account yet        | Connect your Gmail account                |
| **SYNCING**       | Initial sync is in progress (importing up to 90 days of history) | Wait for sync to complete                 |
| **ACTIVE**        | Email sync is working correctly                                  | None - emails are importing automatically |
| **UNAUTHORIZED**  | Upflow can't access the Gmail account (token expired or revoked) | Re-authenticate your account              |

### Step 2: Select aliases to use for email sync

Upflow only imports emails related to your verified aliases (e.g., [finance@yourcompany.com](mailto:finance@yourcompany.com), [collections@yourcompany.com](mailto:collections@yourcompany.com)).

1. At the bottom of the page, look at the Alias section
2. Verify you have at least one verified alias

If not, click **Add alias** and follow the verification steps

1. Activate the **email sync** for the appropriate aliases.

<img src="https://mintcdn.com/upflow-04dc27cd/3lE1UqzP1SNU-ZAj/images/45487959453969.png?fit=max&auto=format&n=3lE1UqzP1SNU-ZAj&q=85&s=512becbbae3690bf161008f5a87d486a" alt="" width="640" data-path="images/45487959453969.png" />

### Step 3: Connect your Gmail account

1. Go to your [**Profile Settings > Email access**](https://app.upflow.io/organization/-/profile/email) section
2. Click **Connect Gmail**
3. Sign in with your Google account when prompted
4. Review and accept the permissions Upflow requests
5. Once connected, Upflow will begin syncing your emails

<img src="https://mintcdn.com/upflow-04dc27cd/3lE1UqzP1SNU-ZAj/images/45487959593233.png?fit=max&auto=format&n=3lE1UqzP1SNU-ZAj&q=85&s=f985882bb91c5416844a34f6aec602cc" alt="" width="640" data-path="images/45487959593233.png" />

**Note:** You can connect a Gmail address different from the one you use to log into Upflow. For example, you might log in with [jdoe@company.com](mailto:jdoe@company.com) but sync emails from [collections@company.com](mailto:collections@company.com).

The Upflow app might require approval by your Gmail admin. In that case, reach out to them for approval.

<img src="https://mintcdn.com/upflow-04dc27cd/3lE1UqzP1SNU-ZAj/images/45487939875985.png?fit=max&auto=format&n=3lE1UqzP1SNU-ZAj&q=85&s=2d7ff8aed255967d94fb4499463f86d1" alt="" width="572" data-path="images/45487939875985.png" />

## Revoking access

You can revoke Upflow's access to your Gmail account at any time:

1. Go to your **Profile Settings > Emails**
2. Click **Disconnect Gmail**
3. Your previously imported emails will remain in Upflow unless deleted by an administrator

You can also revoke access directly from your [Google Account permissions page](https://myaccount.google.com/permissions).

## Managing email import for multiple organizations

If you have multiple Upflow organizations and use a single Gmail account to run collection, emails from your account will be synced to **all organizations** where email import is activated.

Our recommendation is to **not** activate the “Import all emails” feature on all your organizations otherwise emails that belong to organization 1 will be creating temporary customers in organization 2.
