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How do I set up email integration?

Updated today
Settings Integrations page showing Add Integration button

Steps

  1. Go to Settings > Integrations

  2. Click "+ Add Integration"

  3. Choose your email provider: Gmail or Outlook

  4. Click Connect

  5. Sign in and grant permissions

  6. You'll see a green checkmark when connected

Supported Email Providers

  • Gmail / Google Workspace - Full email support

  • Microsoft Outlook - Full email support

Calendar Sync

Both Gmail and Outlook support calendar sync. Connect Google Calendar or Outlook Calendar from the same Integrations page to sync your transaction deadlines.

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