How to Resolve Email Integration Issues

How to Resolve Email Integration Issues

Summary

This article explains how to troubleshoot and resolve issues with your company’s email integration in The Shed App. A broken email integration can prevent important messages—like quotes, e-signatures, and login credentials—from being delivered. Resolving this ensures smooth communication with customers and users.

Requirements

  • You must have System Admin permissions to access Company Email Integration settings.

  • A valid Gmail account set up with the correct permissions to integrate with The Shed App.

Steps

  1. Navigate to: System > Settings > Company Information > Company Email Integration

  2. Confirm the issue by clicking Test Email, entering a valid email address, and sending the test.

    • If you receive an error, continue with the steps below.

  3. Delete the current authorized account (Gmail only).

  4. Re-add the Gmail account by following the prompts.

  5. Test the integration again by sending a test email.

    ✅ In most cases, re-adding the account resolves the issue.

  6. If the issue persists, download and follow the Gmail Integration Checklist (PDF) to confirm the Gmail account is set up correctly for use with The Shed App

Notes

  • Common causes of email integration issues include:

    • Password changes

    • Permissions or admin updates

    • Email provider security/authentication changes

  • Always use the Test Email feature to verify integration before assuming it’s resolved.

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