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Email Accounts ⛭

Connect and configure email accounts

1. Turn on Integrated Email

Company>Company Info>Configure>Edit>Use Integrated Email ☑

2. Add Email Account

Setup>Configuration>Email>Mail Accounts>New Email Account

For Gmail

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

  1. 1.
    On your device open Gmail and click the ‘Settings’ cog in the top right corner of the screen.
  2. 2.
    Open the Forwarding and POP/IMAP tab and in the IMAP Access section select ‘Enable IMAP’.
  3. 3.
    Save your settings.
Main Information
​
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
Solutions Engineering Team
Sender Email
IMAP Server details
​
Email server host
imap.gmail.com
Email server port
993
Secure Authentication
Y
Username
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
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?
Repeat for each mail account you need to connect.
Use the 'Create Copy' action to speed up configuration for multiple accounts on the same domain.

For Outlook

See Implement oAuth for Outlook before you proceed.
Main Information
​
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
Solutions Engineering Team
Sender Email
IMAP Server details
​
Email server host
outlook.office365.com
Email server port
993
Secure Authentication
Y
Username
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
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 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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Implement oAuth for Outlook
Last modified 2mo ago