Skip to content
OneSuite Logo
  • ProductExpand
    • Project Management

      Time Tracking

      Track hours and boost productivity

      Projects & Tasks

      Manage tasks smartly and deliver on time

      Team & Collaborators

      Work together and stay aligned

      Reporting

      See where your agency stands

      Finance Management

      Invoicing

      Create invoices in minutes and get paid

      Subscriptions

      Bill clients on repeat automatically

      Expense Tracking

      Track costs and bill them back

      Budgeting

      Plan budgets and protect margins

      Client Management

      Client Portal

      Ensure transparency and gain trust

      Documents & E-Signature

      Create and sign documents easily

      CRM

      Nurture leads and win more clients

      Email Inbox

      Manage client emails in one place

  • Use CasesExpand
    • Marketing Agency

      Campaigns, clients, and billing together

      Local SEO

      Multi-location clients, billing on track

      Creative Agency

      Briefs, feedback, and billing unified

      SEO Agency

      Projects, reports, and invoices in one

      Photography

      Booking to delivery in one place

      Consulting

      Proposals, tracking, and invoicing together

      Video Editing

      Approvals, revisions, and payments simplified

      Event Management

      Timelines, vendors, and clients covered

      IT Services

      Tickets, retainers, and portals managed

  • ResourcesExpand
    • Documentation

      Read guides and help docs

      Roadmap

      See what’s coming next

      Compare

      See how OneSuite stacks up

      Affiliate

      Partner and earn together

      Changelog

      Stay updated with the latest

      Case Study

      Real results, real teams

      Integrations

      Connect tools effortlessly

      Support

      Get help whenever you need it

      FAQ

      Find answers to common questions

  • Pricing
  • For Agency

Start free trial

Help Center

  • Documentation
  • Public Roadmap
  • Book a demo
  • Get Support
OneSuite Logo
intro to onesuite

OneSuite 101

6
  • Introduction to OneSuite
  • Understanding OneSuite’s Structure
  • How Solutions Work Together
  • Navigating OneSuite
  • All OneSuite Capabilities
  • OneSuite Glossary
quick start guide

Quick Start Guide

9
  • Sending Your First Invoice
  • Tracking Your First Hours
  • Setting Up Your Business
  • Adding Your Payment Methods
  • Inviting Team Members
  • Adding Your First Leads
  • Adding Your First Client
  • Giving Your Client Portal Access
  • Sending Your First Proposal

CRM

9
  • Opportunity Automation
  • Customizing Your CRM
  • Customizing Your Opportunities View
  • CRM Overview
  • Adding People
  • Adding Companies
  • Creating Opportunity
  • How Opportunities, Companies, and People Work Together
  • Understanding Pipeline Stages
client

Client Management

6
  • Adding Clients
  • Client Profiles
  • Client Portal Customization 
  • Understanding the Clients Solution
  • The OneSuite Client Portal
  • Video Documentation : Client Management
pm

OneSuite Project Management

12
  • How to Track Project Hours and Costs
  • How to Set Up Project Billing and Budgets
  • Laying the Groundwork: Project Creation in OneSuite
  • Customize the Project Management Module
  • Managing Project Boards in OneSuite
  • Subtask Behavior & Movement Management
  • Custom Categories, Tags, and Labels in Projects
  • Adding Tasks to Boards in OneSuite
  • Custom Fields
  • Task Templates
  • Project Templates
  • Video Documentation : Project Management

Documents

5
  • Overview
  • Creating a Document from Scratch
  • Uploading a PDF Document
  • Sending Documents to Parties to Sign
  • Signing a Document
team

OneSuite's Team Management

4
  • Inviting Collaborators in OneSuite
  • Creating Personalized Departments in OneSuite
  • Managing Team Members in OneSuite
  • Video Documentation : Team Collaboration
Invoices & Payments

Invoices & Payments

9
  • How to Use Retainers
  • How to Record Invoice Payments
  • Access & Navigation
  • Invoice Settings & Customization
  • Create One-time Invoices
  • Creating Recurring Invoices
  • How to set taxes on your invoices
  • How to Add Direct Bank Transfer Instructions to Your Invoices
  • How to Customize Invoice Email Messages

Time Tracking & Timesheets

6
  • Timesheet Preferences
  • Work Types
  • Time Tracking in OneSuite
  • Invoice Generation from Billable Hours
  • Timesheet Management & Approval
  • Time Tracking & Timesheets 

Email Inbox

5
  • Email Inbox Overview
  • Connect Microsoft Outlook
  • Integrate Gmail in OneSuite 
  • Send and Receive Email in OneSuite 
  • Create and Use Email Templates in OneSuite

Calendar View

1
  • Calendar View

Dashboard

7
  • Overview 
  • How to Customize Your Dashboard
  • Client Portal Dashboard 
  • Monitor Documents, Contracts & Marketing Lead Sources
  • CRM, Client & Pipeline Widgets — OneSuite Dashboard Guide
  • Track Tasks, Deadlines & Project Activity in OneSuite
  • Track Revenue Trends, Forecasts & Top Projects in OneSuite

Expenses

2
  • Expense Categories
  • Tracking Expenses

Approvals

2
  • Approval Policy
  • Approving Timesheets and Expenses

Estimates

1
  • Estimates

Reports

2
  • Saving and Scheduling Reports
  • Reports Overview

Integrations

5
  • How to Use Webhooks and API Keys
  • How to Connect Analytics Tools
  • How to Connect Calendar, Files and Meeting Tools
  • How to Connect Accounting and Payment Tools
  • Integrations Overview

Settings & Billing

4
  • Imports, Exports, and Search
  • Managing Your OneSuite Subscription
  • Setting Up Profiles and Permissions
  • Setting Up Your Workspace
View Categories
  • Home
  • Docs
  • Email Inbox
  • Integrate Gmail in OneSuite 

Integrate Gmail in OneSuite 

0:00 / 4:41
  • View as Markdown Open this page as plain Markdown (opens in a new tab)
  • Open in ChatGPT Ask questions about this page (opens in a new tab)
  • Open in Claude Ask questions about this page (opens in a new tab)
  • Open in Google AI Studio Ask questions about this page (Google account required) (opens in a new tab)

Connect your Gmail account to OneSuite using the Custom SMTP/IMAP option. Once connected, you can send and receive Gmail emails from inside your CRM, with every email automatically linked to People, Company, Opportunity, and Client records.

 [ Note: Direct Google OAuth sign-in is coming soon. This guide covers the current method using a Google App   Password. ]

Before you start

  • A Gmail account (personal or Google Workspace)
  • 2-Step Verification is enabled on your Google account
  • A Google App Password (you’ll create one below)

Step 1: Enable 2-Step Verification

If you haven’t already:

  1. Go to myaccount.google.com.
  2. Click Security in the left menu.
  3. Under “How you sign in to Google,” click 2-Step Verification and follow the prompts.

Step 2: Create a Google App Password

  1. Go to myaccount.google.com.
  2. Go to this link, App Passwords link with your Gmail account logged in.
  3. Sign in if prompted.
  4. In the App name field, type OneSuite.
  5. Click Create.
  6. Copy the 16-character password. You’ll need this in the next step.

Important: Store the App Password securely. Google won’t show it again after you close the dialog.

Google App password screenshot

OneSuite also has a built-in guide for this. When you open the Custom SMTP form, click “How to get App Password?” at the top of the dialog to see the steps without leaving OneSuite.

Step 3: Connect Gmail in OneSuite

  1. Click Settings in the bottom-left corner of the sidebar.
  2. Click Integrations → Email Inbox.
  3. Click + Add Email.
  4. Select the Custom card and click Connect Account.
  5. The “Connect Email via SMTP/IMAP” dialog appears.
  6. In the Provider dropdown, select Gmail. The IMAP and SMTP fields auto-fill with Gmail’s server settings.
Connect E-mail Via SMTP

7. Enter your Email address (your full Gmail address).

8. Enter your App Password (the 16-character password from Step 2, not your regular Gmail password).

9. Check or uncheck “Import all contacts into your CRM (People & Companies)” depending on whether you want to import existing contacts.

10. Click Connect.

OneSuite tests the connection. If successful, your account appears in the Connected Email Accounts table. The status shows “importing emails…” initially, then changes to “● Connected”.


How to verify your connection works

  1. Click Exit Settings to return to the main app.
  2. Click Email in the sidebar.
  3. Open any People or Client record → Emails tab → Compose. Your Gmail address should appear in the From field.
  4. Send a test email to yourself to confirm both sending and receiving work.


Gmail server settings reference

SettingValue
SMTP Hostsmtp.gmail.com
SMTP Port587
IMAP Hostimap.gmail.com
IMAP Port993
AuthenticationGoogle App Password (16 characters)

Note: These values are pre-filled automatically when you select Gmail in the Provider dropdown. You only need to enter your email address and App Password.


How to disconnect your Gmail account

  1. Go to Settings → Integrations → Email Inbox.
  2. Click the three-dot menu (⋮) next to your Gmail account.
  3. Click Disconnect.
  4. Confirm by clicking Disconnect in the confirmation dialog. This action cannot be undone: you’ll need to reconnect if you want to use it again.

Troubleshooting

  • “App Passwords” doesn’t appear in Google settings
    Enable 2-Step Verification first. App Passwords are only available when 2-Step Verification is turned on.
  • Connection fails with “authentication error”
    Make sure you’re using the 16-character App Password, not your regular Gmail password. If you’ve lost it, generate a new one in your Google account settings.
  • I can send but not receive emails
    Verify IMAP is enabled in your Gmail settings: Gmail → Settings → Forwarding and POP/IMAP → Enable IMAP.

Connection works, but emails are slow to appear

Gmail can take a few minutes to sync. Always use the manual sync button. If emails still haven’t appeared after 15 minutes, try disconnecting and reconnecting.

Not using OneSuite yet? Start your free trial →

FAQs

Can I use a Google Workspace (business) account?

Yes. The same SMTP/IMAP settings work for Google Workspace accounts (yourname@yourdomain.com). You’ll still need an App Password.

Why do I need an App Password instead of my regular password?

Google blocks third-party apps from using regular passwords for security. App Passwords are 16-character codes that give OneSuite access without exposing your main password.

Will this stop working when Google OAuth launches for OneSuite?

No. Custom SMTP connections will continue to work. When Google OAuth launches, you’ll have the option to switch to one-click sign-in.

Can I connect multiple Gmail accounts?

Yes, up to the 2-account limit per workspace. Repeat the steps with a different Gmail address and its own App Password.

What does the Provider dropdown do?

When you select a provider (Gmail or Zoho), OneSuite pre-fills the IMAP and SMTP server settings automatically. You only need to enter your email and password.

Can I connect Zoho Mail?

Zoho in the Provider dropdown, and OneSuite pre-fills the Zoho server settings. Enter your Zoho email and app password to connect.

What to do next

Send your first email: Learn how to compose, reply, schedule, and attach files in Send and Receive Emails.

Set up templates: Save time with reusable templates in Create and Use Email Templates.

Prefer Outlook? See the one-click setup guide for Microsoft Outlook.

Updated on August 10, 2026

The complete client journey platform for agencies that scale.

2810 N Church St,
Delaware, USA, 19802

call +1 (302) 433-6002+1 (302) 433-6002
product hunt

Follow Us On

  • Facebook
  • X
  • Instagram
  • LinkedIn

Join Our Community

  • Facebook

Ask AI for a summary
of Onesuite

Features

Client portal

CRM & Lead pipeline

Project management

Documents & e-signature

Billing & invoice

Time tracking

Expense tracking

Budgeting

Reporting

API documentation

Resources

Documentation

Public roadmap

Become an affiliate

Agency partner program

About

Contact

Support

Blog

Branding

Book a demo

Compare

vs. Bonsai

vs. Assembly

vs. Dubsado

vs. Plutio

vs. Harvest

vs. HoneyBook

vs. Wayfront

Product demo

  • Terms of use
  • Privacy policy
  • Cookie policy
  • Refund policy
  • Acceptable use policy
  • Data processing terms
  • Product
    • Project Management

      Time Tracking

      Track hours and boost productivity

      Projects & Tasks

      Manage tasks smartly and deliver on time

      Team & Collaborators

      Work together and stay aligned

      Reporting

      See where your agency stands

      Finance Management

      Invoicing

      Create invoices in minutes and get paid

      Subscriptions

      Bill clients on repeat automatically

      Expense Tracking

      Track costs and bill them back

      Budgeting

      Plan budgets and protect margins

      Client Management

      Client Portal

      Ensure transparency and gain trust

      Documents & E-Signature

      Create and sign documents easily

      CRM

      Nurture leads and win more clients

      Email Inbox

      Manage client emails in one place

  • Use Cases
    • Marketing Agency

      Campaigns, clients, and billing together

      Local SEO

      Multi-location clients, billing on track

      Creative Agency

      Briefs, feedback, and billing unified

      SEO Agency

      Projects, reports, and invoices in one

      Photography

      Booking to delivery in one place

      Consulting

      Proposals, tracking, and invoicing together

      Video Editing

      Approvals, revisions, and payments simplified

      Event Management

      Timelines, vendors, and clients covered

      IT Services

      Tickets, retainers, and portals managed

  • Resources
    • Documentation

      Read guides and help docs

      Roadmap

      See what’s coming next

      Compare

      See how OneSuite stacks up

      Affiliate

      Partner and earn together

      Changelog

      Stay updated with the latest

      Case Study

      Real results, real teams

      Integrations

      Connect tools effortlessly

      Support

      Get help whenever you need it

      FAQ

      Find answers to common questions

  • Pricing
  • For Agency
  • Documentation
  • Public Roadmap
  • Book a demo
  • Get Support