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Q: My Office/Google mail sync isn't working, what do I do?

A: Sometimes the sync disconnects itself, this could be caused by inactivity or setting changes made in Office or Google. 

To reconnect, go to Settings > Office 365 Mail or Gmail (listed under My profile) > click Revoke authentication > log in again with your Office or Google log in details > Save. Each user reconnects their own mailbox.

 

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The sync is connected but some emails are not saved

The sync saves an email only when it involves one of your contacts. An email is not saved when:

  • the sender of a received email, or the first address in To of a sent email, is not the Email of a contact in Upsales
  • everyone on the email uses the email domain of your Upsales users, for example an email between colleagues
  • the sender or the first recipient uses a free email service, such as Gmail, Hotmail, Outlook.com, Yahoo or iCloud
  • the sender or the first recipient is an automated or shared address, such as noreply, notifications or support
  • the email is automatic, such as a newsletter, a meeting invitation or a notification
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