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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

The user is redirected to Google’s OAuth consent screen. After granting access, they’re redirected back to your redirect_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

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