G Suite Integration & G Suite User synchronization

When your company is in G Suite and you want to synchronize your employee accounts to Happeo, you need to set up a G Suite integration with Happeo.

Overall, you will need to do two things: go to the G Suite Marketplace, install Happeo there, and finalize the setup in the Happeo Admin panel.

If you are a G Suite administrator

If you received an e-mail where a colleague asked you to set up the G Suite integration

The e-mail should have the direct link to the correct page. Otherwise, go to the Happeo Admin panel and choose the 'Integrations' tab.

IntegrationsReadyToFinalize

Click on 'Finalize', skip the next part of the article and go to Step 1.

Normal setup

Go to the Happeo Admin panel and choose the 'Integrations' tab.

IntegrationsStart

Click on 'Install'. It will ask if you are a G Suite administrator. Click on 'I am a G Suite admin.'

IntegrationsStep1

Step 1

If you already have installed Happeo in the G Suite Marketplace, you can skip this step.

IntegrationsStep2

Click on 'Open G Suite Marketplace'. This will open the Marketplace in a new tab.

Choose 'Domain install'. This will install Happeo for all the accounts in your domain.

GsuiteDomainWideInstall1

You will need to grant rights for Happeo to access your domain data. If you choose not to do so, Happeo will not be able to synchronize your domain data.

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After clicking 'Done', you can close the tab and go back to the Happeo Admin Panel.

Step 2

IntegrationsStep3

Click on 'Finalize G Suite sync'. This will check that Happeo has the correct rights to access your domain data.

If everything is correct, the G Suite synchronization set up is complete and the accounts in your domain are being deployed!

IntegrationsComplete_alt1

You can now go to User Management and manage the G Suite synchronization and your Happeo licenses from there.

UserManagement

Congratulations, G Suite user synchronization has been set up!

If you are not a G Suite administrator

You will not be able to set up a G Suite user synchronization. You can however ask a colleague to set it up.

If you have not yet invited a G Suite administrator to your Happeo instance as a Happeo admin, please do so first before continuing.

Once you have a G Suite administrator as a Happeo admin, go to the Happeo Admin panel and choose the 'Integrations' tab.

IntegrationsStart

Click on 'Install'. It will ask if you are a G Suite administrator. Click on 'Ask a G Suite admin'.

IntegrationsStep1

Choose a colleague from the list. Make sure your colleague is a G Suite administrator.

IntegrationsStep1b

Then click on 'Send request' to ask that person to set up the synchronization.

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Your colleague will receive an e-mail explaining what to do, with links to the Happeo Admin panel and this article.

Problems & Errors

I chose the wrong colleague!

While the synchronization has not been finalized, you can always change who should set it up.

IntegrationsWaitingForFinalize

Simply click on 'Change sync account?'.

"The API access has been disabled in the G Suite Admin Panel settings"

The API access has been disabled in the G Suite Admin Panel. Please enable it and retry Step 2.

GSuiteAdminPanelAPIAccess

"Happeo has not been properly installed in G Suite."

It would seem that Happeo has not been correctly installed in the G Suite Marketplace. Please go back to Step 1.

"This account cannot access the G Suite Directory."

The account set up for the synchronization does not have the correct rights in G Suite to get the Directory information. Either choose another account or add the correct rights in G Suite Admin Panel.