Workspace connections
Gmail and accounting guide
Use this guide to connect Gmail as a document source, understand how inbox imports work, and prepare accounting setup after onboarding.
Step 1 Connect Gmail from Inbound Sources Gmail is connect-ready through the existing Inbound Sources surface and the Add Gmail Mailbox action.
Open the workspace first and use Inbound Sources when you want to connect a mailbox as a document source.
- Add Gmail Mailbox starts the existing Google OAuth path for Gmail;
- each Gmail mailbox is managed as its own source connection per tenant;
- the connection is not automatic after onboarding and still requires an admin to complete Google consent.
Step 2 What Gmail sync imports today The current Gmail sync reads document-bearing mail from the inbox into DynamicMail without Gmail write-back.
The Gmail path focuses on document-bearing messages that can be imported into DynamicMail.
- DynamicMail syncs only document-bearing mail into the inbox;
- the Gmail sync is INBOX-focused and does not replace Kivra, it adds to it;
- there is no public promise of Gmail write-back for read or unread state in this version.
Step 3 Use accounting readiness surfaces as the next setup points After onboarding, accounting becomes ready for setup, BAS bootstrap in Sweden, or a chart-template or country setup elsewhere.
Accounting setup continues in Dynamic Books and Accounting Command Center, where admins can choose account plans, review reports, and continue country-specific configuration.
- Dynamic Books and the Accounting Command Center are the current top-level surfaces;
- DynamicBooks-plan, Account Plan, Balance Sheet, and Profit and Loss Statement already exist as setup or reporting entry points;
- VAT Reports, Export & Import SIE, and Reports & Register are already available for follow-up accounting work after activation.
Step 4 Bank transactions and documents continue in separate surfaces Bank and document workflows share tenant context while staying in their own workspace surfaces.
Once the tenant is active, use the surfaces that already exist for document review and bank-related accounting workflows.
- Bank Transactions is the current reporting and work surface for bank activity;
- documents continue through the inbox, agreement flows, or Data Rooms depending on the workflow;
- outside the Swedish BAS path, an account plan or another country-specific template may still need to be chosen manually.
Related guidance Public links and support Use the public guides for the rest of the workspace entry points and contact support if setup is still pending.
Setup support When setup is still waiting Contact support if Gmail consent, document import, or accounting templates need manual help.
If Gmail OAuth or the accounting template is waiting on administrator choices, support can help with the next step.
support@dynamicmail.ai