Setting up Google Workspace Connections

To send emails through your Google Workspace account, you will need to register MyWhistleBox as an app with Google. This is a multi-step process requiring your admin account. We have provided step-by-step instructions that walk you through the process. This is a bit technical so you may want to have your email administrator handle it. You can download the instructions with screen shots here. For your convenience, the steps are summarized below.

Configure Google

1. Go to https://console.cloud.google.com and sign in with your Google Workspace admin account.
1. You must have a Workspace account with a custom domain. Gmail accounts will not work.
2. Create a new Project (e.g. MyWhistleBox Connector).
3. Go to section Api's & Services > Enabled Api's & Services (click the Google Cloud icon if you don't see it)
4. Enable Gmail Api (Click button at top)
5. Create a Service Account.
6. Create a service account key and obtain a JSON credential file
7. Grant Permissions to the Service Account in Google Workplace

Configure MyWhistleBox

On the Google Tab in MyWhistleBox Email Settings

1. Upload the .json file you acquired from above.
2. From Name A plain text label email recipient will see in his inbox.
3. From Address Use your Google Workspace admin email but theoretically, any registered email on that domain should work.
4. Save all settings
5. Test connection by sending yourself a test email. If you receive a connection error, first check to make sure you have a valid From Address.

Setting up Microsoft Office 365 Email Connections

To send emails through your Microsoft 365 account, you will need to register MyWhistleBox as an app with Microsoft. This is a multi-step process requiring your 365 admin account. We have provided step-by-step instructions that walk you through the process. This is a bit technical so you may want to have your email administrator handle it. You can download the instructions with screen shots here.

Setting up SMTP Basic Authenication

Most customers will be using Google or Microsoft for their email. But in case you have another email provider that supports SMTP Basic Authentication, you can configure your connection using the "Other" tab. The industry is moving in the direction of more robust email security and both Google and Microsoft are both leaders in this movement. But there are still plenty of providers that still use Basic Authentication. Although there are more fields to fill out then Google or Microsoft, the configuration is actually simpler. Your email administrator should have these settings.

We will briefly explain the configuration fields here.

1. From Name: The Name recipients will see in their inbox. This field is optional but encouraged.
2. From Address: This is the email address that the email will come from. Recipients will see this address in their inbox.
3. Mail Server: The domain of your email server. Typical servers are in the form smtp.somedomain.com.
4. TLS or SSL: This setting is the encryption method used by your server. They both could be supported.
5. Port: The connection port required by your server. Typically SSL and TLS have different ports (e.g. 465 & 587) so make sure you have the right one.
6. Authenication: Check if your server requires a username and password to send emails. It is rare that you will find this setting disabled.
7. User Name & Password: User name and password if Authentication is required.

Once you add these settings and save, you should run a test email.