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

• Gmail Account

• Microsoft 365

• 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

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. [e-mail] or even Sales
Sender Name	i.e, Solutions Engineering Team
Sender Email	i.e, [e-mail]
IMAP Server details
Username	i.e, [e-mail]
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. [e-mail] or even Sales
Sender Name	i.e, Solutions Engineering Team
Sender Email	i.e, [e-mail]
IMAP Server details
Email server host	imap.gmail.com
Email server port	993
Secure Authentication	Y
Username	i.e, [e-mail]
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, [e-mail]
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. [e-mail] or even Sales
Sender Name	i.e, Solutions Engineering Team
Sender Email	i.e, [e-mail]
IMAP Server details
Username	i.e, [e-mail]
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. [e-mail] or even Sales
Sender Name	i.e, Solutions Engineering Team
Sender Email	i.e, [e-mail]
IMAP Server details
Email server host	outlook.office365.com
Email server port	993
Secure Authentication	Y
Username	i.e, [e-mail]
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, [e-mail]
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:

https://myaccount.google.com/u/1/securitymyaccount.google.com

Google Security settings

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.