Email Integration - Setting up your Mailboxes
We now have email integration Version 1. This guide will show you how to set this up.
Go to the Mailboxes from the Settings tab.
From here, select Add new* and choose the appropriate Mailbox type:
Clicking this brings up the following for you to fill in.
In order to set up email integration via IMAP, you need an app password. This can be generated by going into your email and following your mail provider's steps for app passwords. For the purposes of this article, I will demonstrate this via gmail.
Below are the Google instructions:
Going into 2-Step-Verification you can see App Passwords at the bottom.
From here you can name and then create a new app password.
Once this is generated, enter in the details into the form that appears after selecting -> IMAP
Once completed, a block will be created showing the following:
Mailbox type
Mailbox Name - which can be changed by clicking on the pencil icon
Email
State - which will show if connected successfully or if there are any errors
Once your mailbox is connected Plannr will search for emails against your contacts and populate the new Emails area within Work, filing emails against each appropriate contact record from then on. It will not file any emails prior to this.
More information on our Email Integration is available here.
Setting up your Mailboxes
Go to the Mailboxes from the Settings tab.
From here, select Add new* and choose the appropriate Mailbox type:
Clicking this brings up the following for you to fill in.
IMAP
In order to set up email integration via IMAP, you need an app password. This can be generated by going into your email and following your mail provider's steps for app passwords. For the purposes of this article, I will demonstrate this via gmail.
Below are the Google instructions:
Going into 2-Step-Verification you can see App Passwords at the bottom.
From here you can name and then create a new app password.
Once this is generated, enter in the details into the form that appears after selecting -> IMAP
Once completed, a block will be created showing the following:
Mailbox type
Mailbox Name - which can be changed by clicking on the pencil icon
State - which will show if connected successfully or if there are any errors
Once your mailbox is connected Plannr will search for emails against your contacts and populate the new Emails area within Work, filing emails against each appropriate contact record from then on. It will not file any emails prior to this.
More information on our Email Integration is available here.
Updated on: 11/01/2024
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