How to set up the Service Account required for enabling Gmail signature integration in Templafy

About this article

In this article, we will explain the steps required to configure the Service Account in Google necessary for Email Signatures for Google Workspace.

Setting up the service account in Google Workspace will require these main steps: 

1. Create a new project
2. Add the Gmail API
3. Create the credentials
4. Create the service key
5. Enable the required scopes

Prerequisites

Create a new project

1. Log in to https://console.cloud.google.com/ with an Admin account

2. Click the Organization selection menu on the blue header bar
3. Select the desired organization in the "Select from..." dropdown
4. Click NEW PROJECT in the upper right corner of the modal window
5. Name the Project and change the Organization and Location, if desired
6. Click CREATE
   
   

You will be redirected back to the Dashboard screen and the Notifications dropdown will provide status.

Add the Gmail API

1. Select the newly created Project from the dropdown in the blue banner bar

2. In the left-hand menu pane select the APIs & Services > Enabled APIs & services
   
   
   
   

3. Click + ENABLE APIS AND SERVICES in the APIs & Services menu bar
   
   
   
   

4. Scroll down and click the Gmail API tile in the Google Workspace section
   
   
   
   

5. Click ENABLE
   
   
   
   

You will be redirected to the API/Service Details window.

Create the credentials

1. Click CREATE CREDENTIALS in the upper right of the window of the gray information banner
2. Configure the credential type
   • Select Gmail API from the "Select an API" dropdown, if not already selected
   • Select Application data for "What data will be accessing?"
   • Select No, I'm not using them for "Are you planning to use this API with Compute Engine ...?"
     
     
     
     
3. Click NEXT
4. Provide a name for the Service Account 
   
   
   
   
5. Click CREATE AND CONTINUE
   
   
   
   
6. Click CONTINUE (do not add roles)
   
   
   
   
7. Click DONE (do not enter information in the user access)

You will be redirected back to the API/Service Details window.

Create the service key

1. In the Credentials menu, click the Service Account link (or edit button)
   
   
   
   
2. Click the KEYS tab on the top menu bar
3. Click ADD KEY > Create New Key
   
   
   
   
4. Select JSON as the Format
   
   
   
   
5. Click CREATE
   The Service Account key is now downloaded 

Enable the required scopes

1. Click the DETAILS tab on the menu bar
2. Click the the Advanced Settings dropdown near the bottom
   
   

3. Under the Domain-wide Delegation section, copy the Client ID to the clipboard
   
   

4. Click VIEW GOOGLE WORKSPACE ADMIN CONSOLE
5. In the console menu, navigate to Security (if not visible, click Show more) > Access and data control > API controls
   
   
   
   

6. Scroll down to find Domain wide delegation

7. Click MANAGE DOMAIN WIDE DELEGATION

8. Click Add new in the API clients menu bar
   
   
   
   
9. Paste the Client ID previously copied to the clipboard
10. Add the following scopes one at a time (once the first one is pasted, a new line will appear)

    • https://www.googleapis.com/auth/gmail.settings.basic

    • https://www.googleapis.com/auth/gmail.settings.sharing
      
      

11. Click AUTHORIZE.

The Service Account is finalized and ready to be used.

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