Google Workspace Contact Sync allows you to automatically sync your Google Workspace contacts with HappyFox Helpdesk. This ensures your helpdesk contact database is up-to-date with your organization’s Google Workspace directory.

Google Workspace Contact Sync integration lets you automatically:

• Sync users from Google Workspace directory to HappyFox as contacts.

• Map additional fields from Google Workspace to HappyFox as custom contact fields.

Note:

• The sync is performed automatically every day at 12:00 AM (based on your HappyFox account timezone).

• Sync is triggered every time  the configuration is saved.

Integration setup Prerequisites:

• Your HappyFox agent role must have the Manage Apps permission.

• Use a Google Workspace administrator account (personal accounts are not supported).

Steps to Configure Google Workspace Contact Sync:

• Go to Apps > Contact Management and select Google Workspace > Install.

• Click Link Google Workspace to log in with your Google Workspace admin credentials, Grant the necessary permissions for synchronization.

• Map Google Workspace contact fields (e.g., name, email, phone) to HappyFox contact fields.

• Map Google Workspace fields to HappyFox contact custom fields (If required).
  

• Enable or disable overwriting of existing custom field values during sync. When enabled, HappyFox custom fields will be updated with values from Google Workspace if there is a difference.

• Select Contacts to Sync

  • All Contacts: Sync all Google Workspace contacts.

  • Specific Groups: Sync contacts from selected groups only.

• Enable or disable Send account information email to contacts imported synchronization.

• Click Save.

After each sync, you can view:

• Timestamp: Date and time of the sync.

• Record Counts: Number of successfully synced and failed records.

• Error Log: A downloadable CSV file listing errors for failed syncs.

CSV Log Details:

• Email: The unique email of the contact.

• Type:

  • Existing: Updated an existing HappyFox contact.

  • New: Added a new HappyFox contact.

• Sync Status: Success or Failure.

• Error Details: Reason for failure (e.g., datatype mismatch, empty required fields).

Note: Only the latest sync log is available for download.

Accessing Synced Contacts:

Synced Google Workspace contacts can be accessed from the Contacts module in HappyFox. Clicking the Google Workspace icon next to a contact will redirect you to the contact's detail page in Google Workspace.

Frequently Asked Questions:

• Does the sync work both ways?
  No, this is a one-way sync. Changes made in Google Workspace are reflected in HappyFox, but not vice versa.
   
• Will deleting contacts in Google Workspace remove them from HappyFox?
  No, deleted contacts in Google Workspace are not removed in HappyFox.
   
• Are updates to Google Workspace fields reflected in HappyFox?
  Yes, if the overwrite toggle is enabled, changes in Google Workspace fields are updated in HappyFox during the next sync.

• How can I delete or disable the sync account?
  To delete or disable the sync account, click on the menu next to Last Sync At and select Delete or Disable.
   
• How can I access the configuration form to change the sync settings?
  Click on the settings gear icon next to "Synced Account" to access the configuration form and update the sync settings.