Summary
Learn how to activate Email Sync, configure sync options, and ensure your linked email account allows Box+Dice access.
This article:
About email sync
Email Sync allows Box+Dice to display relevant email communication in a contact’s timeline. It has been designed with privacy in mind so only emails relating to existing Box+Dice contacts are synced, and visibility is restricted to your user account by default.
When enabled, Box+Dice will sync:
- Emails received from Box+Dice contacts
- Emails sent to Box+Dice contacts (up to 6 months prior)
You can choose to share individual emails with your office group or keep them visible only to yourself.
How email sync works
The integration automatically searches the inbox of your linked account for any emails sent to or received from an email address that matches a contact in Box and Dice.
By default, only you can see these synced emails. However, when you open an individual email using ‘click to view’, you can change its visibility to ‘everyone’ if needed.
Please allow up to 1 hour for the initial sync when enabling email sync for the first time, as it will scan the past 6 months of your inbox and outbox activity.
After the initial setup, email sync will automatically run every 30 minutes, and you can also manually trigger the sync directly from the contact timeline.
Required permissions
Your Office365 or Google administrator must allow Box+Dice to access your mailbox before Email Sync can be authorised.
Office365 permissions:
- Maintain access to data - allows Box+Dice to access your mailbox even when not open
- Read user mail - required to read messages in your linked inbox
- Send mail as user - enables sending via Outlook
- View users’ basic profile - allows Box+Dice to identify your account
Google permissions:
- View your email messages
- Search your email messages
- View your email settings
- Send email on your behalf
Enable email sync
To enable email sync:
- Click your name in the sidebar
- Click Profile
- Click Configure under Linked Account
- Select your email provider:
- Office 365
You can enable both Office 365 and Google email sync.
- Tick Sync Emails
- Select your setup permissions:
- Sync Emails Received
- Sync Emails Sent
- Click Save & Authorize
What’s next?
Learn how to enable Box+Dice’s two‑way calendar integration with Google Calendar or Office 365, see where your events appear, and control invitations to contacts.