How to Setup Gmail Mailbox : UVdesk Open Source Helpdesk

Mailbox, Hopefully you have installed UVdesk opensource helpdesk project. Now in this read you will learn about mailbox configuration process that forward all incoming emails to dashboard as a ticket.

What is Mailbox?

Mailbox allows all the e-mails sent to your specified e-mail address to be automatically imported as the support ticket in your helpdesk system. Now the owner or the agent can manage inquiries in a much better way using helpdesk features and tools.

Therefore, Here i am drafting out few configuration steps to automatically convert your emails into the support ticket in the UVdesk.

How to Create an App Password in Gmail?

Make sure you have enabled the 2-step verification.

First sign in to the Gmail account in a browser on the device then, need to ensure that you have enabled IMAP  status and also make sure the 2-step verification should be ON and have already done the continue step to allow access to your Google account.

To get know how you can enable the 2-step verification, follow the below-mentioned steps:

1. Open google settings click on the manage your google account option and click on the security option:

2. Now, Enable 2 steps verification:

3. Create an app password :

4. Now, click on the select app & choose the other option in the dropdown:

5. Once your password has been generated, follow the steps mentioned below:

6. Now, you can use this code or password in place of a password in the swift mailer & mailbox settings.

 

Steps To Configure Gmail Account With UVdesk Open Source Helpdesk:

Swift Mailer Configuration

1– When you will go to the dashboard, you will see the “Swift Mailer” icon under the setting section.

2 – Now, just click on “Swift Mailer” and hit on “Create Configuration” button.

3 – Afterward, Need to fill out all the below details and proceed by clicking the “save changes” button.

• Swift Mailer Id: Write any random name of the mailer id for further reference or leave it blank for creating automatically.
• Transport Type: Select Gmail.
• Enable Delivery: Click on the check box to enable a swift mailer.
• Email: Here you need to enter your support email Id which you want to configure with UVdesk.
• Password: Enter the created new app password.

Mailbox Configuration

Step1 – Next step is to click on the “Mailbox” option under settings.

Step 2 – Now, just click on the “New Mailbox” button.

Step 3 – Need to fill out all the below details and proceed by clicking the “Create mailbox” button.

• Id: Id will automatically generate no need to fill it.
• Name: Enter the Correspondents or Sender’s name
• Enable Mailbox: Click on the checkbox to enable Mailbox.

Incoming Mail (IMAP) Server

• Transport: Select transport as Gmail.
• Email: Put the email address
• Password: Enter a created new app password.

Outgoing Mail (SMTP) Server

• Swift Mailer ID: Select created swift mailer id from the drop-down

Email Settings

Email settings are used to send the reply from the ticket panel to the customer email id hence this setting is mandatory. To do this, directly go to email settings by navigating through  Settings-> Email Settings 

Now fill in the required details Email Id, Name, Swiftmailer id and Proceed.

• Email Id: This email address sends a ticket reply to your customer email id.
• Name: Enter any name for identification.
• Swiftmailer Id: Select swift mailer id from the drop-down.

 

Note (This is only for the users who are using version v1.0.16 of UVdesk): Now, need to edit a few changes in code, navigate through config->packages->uvdesk.yaml, and find site_url, enter the localhost or domain path till public, make sure you have removed http://

For example: localhost/folder_name/public

Run Cron Job

Run the below refresh command through the terminal into the project root directory to fetch emails as tickets.

Moreover, Schedule Cron Job that needs to be executed repeatedly (e.g., hourly, daily, or weekly), you can use the crontabcommand. for more details refer to this guide.

Thereafter, Here we have done all the settings of mailbox configuration and now you can able to send and receive emails over the ticket panel.

Furthermore, If you’re not using Gmail and would like to know the mailbox configuration with Outlook or Yahoo, refer to this comprehensive user guide –

 

Outlook, Yahoo, SMTP/IMAP.

Support

That’s all for Mailbox Configuration. For any doubts or suggestions regarding the extension get back to us at support@uvdesk.com or raise a ticket at our Helpdesk system.