Overview
Gmail Inbox Import lets users import CAS statements directly from their email — no file uploads or password sharing needed. Security features:- Read-only access (cannot send emails)
- OAuth-based consent flow
- User can revoke access anytime
- Tokens encrypted server-side
Integration flow
Step 1: Initiate OAuth
Step 2: User grants consent
The user is redirected to Google’s OAuth consent screen. After granting access, they’re redirected back to yourredirect_uri with an inbox_token:
Step 3: List CAS files from inbox
Step 4: Disconnect (optional)
API endpoints
Response format
Download URLs expire in 24 hours. The response contains URLs only — parse each file with
/v4/smart/parse.Credit usage
Using with Portfolio Connect SDK
The Portfolio Connect SDK has built-in Gmail import:Next steps
CDSL OTP Fetch
Real-time holdings via OTP
Portfolio Connect SDK
Drop-in frontend widget

