Email Accounts ⛭
Connect and configure email accounts
1. Turn on Integrated Email
Check the box at Company>Company Info>Configure>Edit>Use Integrated Email
2. Add Email Account
Setup>Configuration>Email>Mail Accounts>New
Gmail Account
Generic Mail
Connect Gmail (Google Workspace)
Before you start you’ll need to configure or check the settings in the related Gmail accounts like this:
Check that IMAP is turned on
Open Gmail and click the ‘Settings’ cog in the top right corner of the screen.
Open the Forwarding and POP/IMAP tab and in the IMAP Access section select ‘Enable IMAP’.
Save your settings.
Go to Setup>Configuration>Email>Mail Accounts>New Gmail Account
Main Information
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
i.e, Solutions Engineering Team
Sender Email
i.e, [email protected]
IMAP Server details
Username
i.e, [email protected]
Password
***********
Test Connection
Click to test connection works
Default Folder Mappings
Inbox
Inbox
Sent
Sent
Draft
Draft
Deleted
Trash
Click 'Save' or 'Create Copy' to speed up setups.
Gmail Setup Legacy?
Use these instructions to review or modify the 'old' setup.
Main Information
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
i.e, Solutions Engineering Team
Sender Email
i.e, [email protected]
IMAP Server details
Email server host
imap.gmail.com
Email server port
993
Secure Authentication
Y
Username
i.e, [email protected]
Password
***********
Use SSL
Y
Test Connection
Are your settings correct?
IMAP settings
Copy message to Sent folder
Why wouldn't you?
Default Folder Mappings
Inbox
Inbox
Sent
Sent
Draft
Draft
Deleted
Trash
SMTP server account details
Email server host
smtp.gmail.com
Email server port
465
Secure Authentication
Y
Username
i.e, [email protected]
Password
***********
Match IMAP server credentials
Y
Use SSL
Y
Use TLS
N (if Y set server port to 587)
Test Connection
Are your settings correct?
Connect Outlook
See Implement oAuth for Outlook before you proceed.
Go to Setup>Configuration>Email>Mail Accounts>New Microsoft 365 Account (Corporate)
Main Information
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
i.e, Solutions Engineering Team
Sender Email
i.e, [email protected]
IMAP Server details
Username
i.e, [email protected]
Password
***********
Test Connection
Click to test connection works
Default Folder Mappings
Inbox
Inbox
Sent
Sent
Draft
Draft
Deleted
Trash
Outlook Setup Legacy?
The following setting are no longer supported by Microsoft. Please see above to connect existing or new mailboxes.
Use these instructions to review or modify the 'old' setup.
See these links: Add Outlook account to another Mail app and IMAP, SMTP, POP settings
Main Information
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
i.e, Solutions Engineering Team
Sender Email
i.e, [email protected]
IMAP Server details
Email server host
outlook.office365.com
Email server port
993
Secure Authentication
Y
Username
i.e, [email protected]
Password
***********
Use SSL
Y
Test Connection
Are your settings correct?
IMAP settings
Copy message to Sent folder
Why wouldn't you?
Default Folder Mappings
Inbox
Inbox
Sent
Sent
Draft
Draft
Deleted
Trash
SMTP server account details
Email server host
outlook.office365.com
Email server port
587
Secure Authentication
Y
Username
i.e, [email protected]
Password
***********
Match IMAP server credentials
Y
Use SSL
Y
Use TLS
Y
Test Connection
Are your settings correct?
Repeat for each mail account you need to connect.
Use the 'Create Copy' action to speed up the configuration for multiple accounts on the same domain.
Enable Worker’s (user) access
You can give users access to up to five email accounts:
Company>Worker>Edit>Login Details>Accessible Email Accounts
Set up Email templates
See 'Email templates'
Troubleshooting
On Google Workplace
If you get this error message
Error: Unable to get folders list! Probably wrong credentials passed!
Check your credentials, settings and spelling. If these are correct go to this address:
And follow this pathway to change your security settings. Your connection from Salesorder to your email will still be secure. Less secure in this context, means you are not using dual authentication.
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