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      Front Connection Guide

      This step-by-step guide will walk you through the creation of a Front Connection with the TMS.

      Setup Steps

      Identify Private and Shared Mailboxes in Front

      We'll start by configuring your Front account to be ready to receive the TMS connection. To do this access your Front account with administrative privileges. Start by logging in to https://app.frontapp.com/ and performing the following steps.

      First you'll need to configure the mailboxes that you intend to use. In the image above you can identify a "Private Mailbox" which is listed under the "Me" and "Inbox" section. In this case it's a Gmail account for a user. i.e. "user@company.com". Next you can identify the "Shared Mailbox" under the "Tai Software" and "Shared Inboxes" section. In this case it's as Gmail account for the "Quotes" team. i.e. "quoteteam@company.com".

      Create an API Key in Front

      Let's create a Front API Key to add into the TMS Integrations Configuration. To do this view the steps listed below.

      1. Click on the "Settings" icon in the top right corner of the page.
      2. Select the "Developers" link in the left-side navigation.
      3. Click on the "API Tokens" tab.
      4. Click the blue "Create API token" button.

      1. Name your API Token. We recommend using "Tai TMS Mail Token".
      2. Click on the Scopes dropdown to open the scopes options. Then select "Private Resources" and "Shared Resources".
      3. Click the blue "Create" button to create your token.

      1. Finally, click the "copy" button to copy your API Key and switch to the TMS to complete setup.

      Create the Integration Source in TMS

      In the TMS you'll need to start by creating a new Integration Source for Front. Do this by navigating to the LSP menu and selecting "Integration Sources". Then click the green "Add New Integration Source" button in the top right of the page.

      1. Name your integration. We recommend using "Front - Broker Name".
      2. In the Source Type choose "Front".
      3. Paste your API Token from Front into the "License Key" field.
      4. Click the  blue "Save & View Details" button.

      1. From the details of your new integration, click the "Add Organization Links" button on the bottom right of the page and choose your LSP Organization.

      LSP Staff Connection - Individual

      For the individual connection, navigate to the LSP Staff Detail page for the staff member you wish to connect to Front. 

      Verify this is an "Individual" staff by checking the "Staff Type" in the "Team Settings" panel.

       

      1. Verify that the Email Address of this "Individual" staff matches both your Front username and the "Private Mailbox" address that you are connecting to.
      2. Click the blue "Connect Email Provider" button in the bottom right corner of the top right panel under "Mailbox Configuration".

      1. Choose the "Send Emails Only" permission for the individual mailbox.
      2. Choose your preferred post processing action. We recommend "Mark As Read" to start.
      3. Finally, click the "Sign in with Front" button to start the OAuth process.

      1. Click the blue "Authorize" button to grant the TMS permission to access your Front account. This screen is managed by Front and states what permissions are being shared.

      You are now connected to Front. You can simply click the white "Close" button to close this modal. If you would like to disconnect from Front then simply revisit this modal and click the gray "Unauthorize" button to sever the connection.

      LSP Staff Connection - Team

      For the team connection, navigate to the LSP Staff Detail page for the staff member you wish to connect to Front. 

      Verify this is a "Team" staff by checking the "Staff Type" in the "Team Settings" panel.

       

      1. Verify that the Email Address of this "Team" staff matches the "Shared Mailbox" address that you are connecting to.
      2. Click the blue "Connect Email Provider" button in the bottom right corner of the top right panel under "Mailbox Configuration".

      1. Choose the "Send & Read All Emails" permission for the team mailbox.
      2. Choose your preferred post processing action. We recommend "Mark As Read" to start.
      3. Finally, click the "Sign in with Front" button to start the OAuth process.

      1. Click the blue "Authorize" button to grant the TMS permission to access your Front account. This screen is managed by Front and states what permissions are being shared.

      You are now connected to Front. You can simply click the white "Close" button to close this modal. If you would like to disconnect from Front then simply revisit this modal and click the gray "Unauthorize" button to sever the connection.