With a HiHello Business or HiHello Enterprise subscription, you can leverage your Google Workspace account to create and provision digital business cards for your whole team. Below, this guide will walk you through the basic steps for connecting your HiHello account to your Google Workspace instance.
Please note that if you already have several cards or users in your account, connecting to Google Workspace can cause duplicate cards or users, which can affect your company seat count. Depending on the number of cards and users in your account, you may be offered the option to speak to our Customer Success team to ensure you have a smooth experience with this integration.
- Preparing Your Card Template
- Connecting HiHello to Google Workspace
- Syncing Your Template to Google Workspace
Preparing Your Card Template
Before you start syncing with your Google Workspace account, we recommend preparing your card template. Once you enable the integration and sync a template, that template will be used to create cards for your team. If you have not already created a template, you can find more information about making your first template here:
If there are fields that you would like to include on your cards that are not in your external directory, you can add them to the template and either fill them out on the template or enter placeholders so that your administrators or team members can enter this information manually at a later time. While creating your template, we recommend only adding generic information that will apply to everyone who will be issued a card from that template. This might include company colors, logo, headline, etc. Other personal information will be added to each card automatically when your directory syncs.
If you are going to be syncing multiple groups, it is possible to sync them all to a single template, however, we find that it works very well to create a different template for each group. To quickly create new templates that look similar, you can follow the steps in this guide to duplicate a template.
Connecting HiHello to Google Workspace
To connect your HiHello account to Google Workspace:
- Log into your account on the HiHello web app
- Use the drop-down menu in the top right to switch to your admin profile
- Use the panel on the left to go to your Company Dashboard page:
- In the User Management section, click "Connect"
- In the window that opens, click "Connect" for Google Workspace:
- Proceed to connect to your Google Workspace account
- You will be asked to log into your Google Workspace account
- Click "Allow" to give the HiHello integration permission to view your groups and user info in Google Workspace
- Once the integration has connected to your account, you will receive a confirmation message:
You can now sync one or more of your templates to your Google Workspace integration. This will allow you to automatically create and issue cards for users in your Google Workspace groups.
To disconnect your Google Workspace account, go to your Company Dashboard and click "Manage" next to your Google Workspace integration. In the window that opens, select "Disconnect Account" and then confirm that you want to disconnect your account:
Syncing Your Template to Google Workspace
Now that your template is ready and your HiHello account is connected to your Google Workspace account, it's time to sync with your template so that you can create cards for your team.
- Log into your account on the HiHello web app.
- Select the admin profile by using the drop-down menu in the top right corner.
- Click the single card icon on the left to go to the Templates page:
- Select the template you want to sync.
- Click the edit button in the top right, represented by a pencil icon:
- In the Edit experience, click the toggle in the top right to allow this template to connect with Google Workspace:
- Set at least one item on your template to Sync (if there are no items set to Sync, the template will not successfully connect to your Google Workspace account). Any information set to Sync will be automatically populated using the information in your Google Workspace group(s) when you issue cards.
- When you are finished selecting which items you would like to sync with your directory, save your template.
- This will take you to view your template
- To sync your template with a Google Workspace group, click Settings at the top of the page then scroll down to Groups.
- Use the search bar to select the group(s) you would like to sync with this template:
- You can add or remove multiple groups, you will see how many cards will be created. Click Save to confirm the groups and create the new cards.
After issuing cards to your team, remember to add any individualized information that will not be synced from your directory, especially fields that are set as required and non-editable, since your team members will not be able to update those fields. Once the cards are ready, notify your team and instruct them to log into their HiHello account using Google single sign-on (SSO) to see their new card.