Email Accounts ⛭

Connect and configure email accounts

Read first: Email

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

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

  1. Open Gmail and click the ‘Settings’ cog in the top right corner of the screen.

  2. Open the Forwarding and POP/IMAP tab and in the IMAP Access section select ‘Enable IMAP’.

  3. 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. sales@salesorder.com or even Sales

Sender Name

i.e, Solutions Engineering Team

Sender Email

i.e, sales@salesorder.com

IMAP Server details

Username

i.e, sales@salesorder.com

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. sales@salesorder.com or even Sales

Sender Name

i.e, Solutions Engineering Team

Sender Email

i.e, sales@salesorder.com

IMAP Server details

Email server host

imap.gmail.com

Email server port

993

Secure Authentication

Y

Username

i.e, sales@salesorder.com

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, sales@salesorder.com

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. sales@salesorder.com or even Sales

Sender Name

i.e, Solutions Engineering Team

Sender Email

i.e, sales@salesorder.com

IMAP Server details

Username

i.e, sales@salesorder.com

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. sales@salesorder.com or even Sales

Sender Name

i.e, Solutions Engineering Team

Sender Email

i.e, sales@salesorder.com

IMAP Server details

Email server host

outlook.office365.com

Email server port

993

Secure Authentication

Y

Username

i.e, sales@salesorder.com

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, sales@salesorder.com

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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