Set Up Email Autoforwarding

Below are the steps to enable Ebuy integration with Capture2Proposal for your entire company. The process takes about a minute to add GSA credentials to the Admin Console, and <5 minutes to enable the required CC rule in O365 (O365 Administrator permissions are required).

ClosedGSA E-Buy Email Forwarding

Create Server-Side Forward Rule GSA - O365

Step 1: Enter GSA Credentials in the C2P Admin Console

  1. Enter your Ebuy credentials under the Admin Console à Integration à Procurement tab and click the disk icon to save after entering.
    1. Owner Email = the email address forwarding the C2P code (usually the same as the Login unless your Login is an email distribution group)
    2. Login = the Ebuy login (FAS ID)
    3. Password = Ebuy login password (all credentials are stored encrypted in Keyvault and cannot be accessed by C2P engineering team)

Step 2: Set up the CC rule on the mailbox in O365

The following steps explain how to create a server-side email rule for the integration to import your GSA Ebuy opportunities each night. Complete these steps after entering your GSA FAS ID login information under the Admin Console à Integration à Procurement tab.

***The GSA FAS ID being used must receive the “one-time verification” code via email. If you don’t currently receive your MFA code via email, contact the GSA Help Desk (877-495-4849) to switch to email which is required for this integration.***

  1. Open the Exchange Admin Center from the O365 Admin Center (click “Show all” to find)
  2. Under Mail Flow àRules Click the "+ Add a Rule Button à Create a new rule

  3. In the new rule window:
    1. Give the rule a name/description
    2. Select à "Apply this rule if..." à "The sender is"
    3. Enter the mfa-no-reply+noreply@gsa.gov email address à Save
  4. Click the blue + icon to add a new condition
  5. Add the new condition parameters:
    1. Select à "The recipient"
    2. Select à "is this person"
    3. Select the mailbox/email address used for Ebuy integration with C2P à Save
  6. Add the next condition parameters:

    1. Select à “The subject or body”

    2. Select à “subject includes any of these words”

    3. Enter “One-time verification code” in the pop-up window à Add à Save

  7. In the “Do the following…” drop-down menu:
    1. Select à "Add recipients"
    2. Select à "to the Cc box"
    3. Enter c2p-integration@capture2.us in the “Select members” pop-up window à Save
  8. Verify your rule matches the following conditions before clicking Next à Next à Finish

NOTE – All licensed BD Managers/Admins will receive an email notification any time the integration fails. The most common reasons are an incorrect or expired Ebuy password, or the email rule is not setup correctly.

***Remember to update the C2P Admin Console whenever Ebuy requires you to change your password!***

ClosedSeaPort-NxG Email Forwarding

Forward Emails to Capture2Proposal for GSA E-Buy Integration

The following steps explain how to create a server-side email forwarding rule for Capture2Proposal to download your Seaport-NxG opportunities each night. Complete these steps after entering your Seaport NxG login information under the Admin Console à Procurement Integration. If you are an O365 Administrator, you may use the instructions for forwarding emails, substituting in the SeaPort email as needed.

  1. Open the Settings from O365 Admin Center
  2. Under Mail à Rules, click the “+ Add a Rule” button à Add a new rule
  3. In the new rule window
    • Give the rule a Name, e.g., "SeaPort Integration Rule"
    • Select Add a Condition à From NSSC_SEAPORT_NOREPLY@navy.mil
    • Select Add another condition à Subject includes "Your Seaport-NxG Authentication Code"
    • Add an Action àForward To c2p-integration@capture2.us
    • Save the Rule

    4. Note – If your company has multiple people logging into Seaport NxG, an extra “The recipient is…” condition will be required to ensure you’re forwarding the appropriate code to c2p-integration.
  4. Enable automatic external email forwarding (Microsoft blocked this by default starting in October 2020)
    • Log in to your Office 365 Security & Compliance portal for Microsoft 365 and choose Threat management à Anti-spam or head directly to the Anti-spam settings page here: https://protection.office.com/antispam
    • Click the down arrow next to Outbound spam filter policy ‎(always ON) and click the Edit policy button.
    • Click the down arrow next to Automatic forwarding, then choose On - Forwarding is enabled from the dropdown. Click Save.
  5. Please be sure to email support@capture2.com to inform our Customer Success Team that the forwarding rule has been applied (the c2p-integration mailbox is not monitored); we will confirm emails are being received within 2 business days.