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Domain-wide access (Google Workspace)

The domain-wide delegation step was skipped or the Client ID was entered incorrectly.Fix:
  1. Go to admin.google.com → Security → API controls → Domain-wide delegation
  2. Find the Porcia entry (or add it if missing)
  3. Confirm the Client ID matches exactly what’s shown in Google Cloud Console for your service account
  4. Confirm the OAuth scope is exactly https://www.googleapis.com/auth/gmail.readonly — no extra spaces or characters
  5. Save and wait 2–3 minutes for propagation, then retry in Porcia
This setting is under Advanced settings in the service account detail page.
  1. Go to Google Cloud Console → IAM & Admin → Service Accounts
  2. Click your service account
  3. Click Edit (pencil icon)
  4. Expand Advanced settings
  5. Check Enable Google Workspace Domain-wide Delegation
  6. Save
  • Confirm vendor emails exist in employee inboxes — invoices, renewals, signup confirmations
  • Verify the JSON key file was uploaded correctly (not truncated — it should be 2–3 KB)
  • Check Settings → Integrations → Email for any error indicators
  • Try triggering a manual sync from the integration settings
  • If the org has fewer than ~100 vendor emails in the past 6 months, discovery may show fewer results than expected
The most common cause is the service account key being rotated or deleted.
  1. Go to Google Cloud Console → Service Accounts → your Porcia service account → Keys
  2. Check if the key still exists and is active
  3. If it was deleted, create a new JSON key and re-upload in Porcia Settings
  4. Also verify the domain-wide delegation entry in the Admin Console hasn’t been removed

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Domain-wide access (Microsoft 365)

Admin consent is missing.
  1. Go to Azure Portal → Azure Active Directory → App registrations → [your Porcia app]
  2. Click API permissions
  3. Confirm Mail.Read is listed as an Application permission (not Delegated)
  4. Click Grant admin consent for [your org] — only a Global Administrator can do this
  5. The permission row should show a green checkmark
The secret value was either copied incorrectly or has expired.
  1. Go to Azure Portal → App registrations → your app → Certificates & secrets
  2. Check the expiry date on the current secret
  3. If expired (or if you’re unsure), delete it and create a new one
  4. Copy the Value immediately (it’s only shown once)
  5. Update the value in Settings → Integrations → Email in Porcia
  • Wait at least 15 minutes — large tenants take longer for the first scan
  • Confirm Mail.Read permission type is Application, not Delegated
  • Verify admin consent was granted (green checkmark in API permissions)
  • Check the Tenant ID and Client ID were entered correctly — copy-paste to avoid typos

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Email forwarding (legacy)

  1. Double-check the forwarding address — copy it directly from Settings → Integrations → Email → Forwarding address to avoid typos
  2. Test by manually forwarding a vendor email and waiting up to 5 minutes
  3. Check your email provider’s filter/rule logs to confirm the rule is firing
  4. Check that the forwarded email is actually a vendor email (personal or internal emails are ignored)
Your filter criteria are too broad. Narrow them:
  • Use sender domain patterns (@vendor.com) rather than subject keywords
  • Add exclusion conditions for domains you don’t want included
  • Test with a single domain first before expanding
Forwarding rules can be accidentally disabled, overridden by another rule, or removed during email client updates.Check your email client’s rules/filters settings and verify your Porcia forwarding rule is still active and at the correct priority order.

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General email sync issues

Go to Settings → Integrations → Email.Each connected account shows:
  • Connected ✅ — sync is active and recent
  • Syncing 🔄 — sync currently running (normal during initial setup or large orgs)
  • Error ❌ — sync failed; click for error details
  • Disconnected ⚠️ — integration was disconnected; reconnect to resume
Go to Settings → Integrations → Email → click Sync Now next to the connected account.Use sparingly — frequent manual syncs can hit API rate limits for Google and Microsoft.
AI extraction from email isn’t perfect. To correct it:
  1. Open the app in Assets → Apps
  2. Go to the Spend tab
  3. Click Edit and correct the pricing manually
  4. Optionally upload the actual invoice as a document for reference
Report systematic extraction errors to support@porcia.org — corrections improve the model for everyone.
This happens when the same app is discovered under slightly different names or domains. Use the Merge action in Assets → Apps to combine duplicate entries into one.

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Getting help

If an issue persists after trying the steps above:

Contact support

Include your workspace ID, the integration type, and any error messages

In-app chat

Use the chat icon (bottom right) for real-time help