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How to set up SMTP/IMAP in Open Source Helpdesk – UVdesk?

SMTP/IMAP Configuration

For sending or transfer emails through your support email id and fetch emails over Helpdesk, you have to set mailer SMTP and IMAP.

Drafting our the complete step to configure SMTP and IMAP settings:

Step 1 – Open with editor

Open the created project with respective editor.

Open project with editor

Step 2 – swiftmailer.yaml configuration

Next, go to configure => packages => swiftmailer.yaml

Add to mailers entries to swiftmailer.yaml

swiftmailer:
    # url: '%env(MAILER_URL)%'
    # spool: { type: 'memory' }
    mailers:
        sample:
            transport: gmail
            username: uvdesk_demo@gmail.com
            password: *****

Step 3 – uvdesk _mailbox.yaml configuration

Now, under packages, you will find uvdesk _mailbox.yaml file. Open uvdesk _mailbox.yaml then enabled mailboxes using following entries. refer below command.

uvdesk_mailbox:
    # Configure your mailboxes here
    emails: ~
        # Often Reply emails like from gmail contains extra and redundant previous mail data.
        # This data can be removed by adding delimiter i.e. specific line before each reply. 
        # delimiter: '<-- Please add content above this line -->'
        # enable_delimiter: true

    # Configure your mailboxes here
    mailboxes: 
        sample:
            name: 'demo'
            enabled: true
        
        #     # [SMTP] Outgoing mail server
        #     # Swiftmailer smtp mailer to use for sending emails through on behalf of this mailbox
            smtp_server:
                mailer_id: sample
        
        #     # [IMAP] Incoming mail server
        #     # IMAP configurations to use for fetching emails from mailbox
            imap_server:
                host: '{imap.gmail.com:993/imap/ssl}INBOX'
                username: uvdesk_demo@gmail.com
                password: *****

SMTP Configuration

Define SMTP mailer id to set up SMTP on your server.

Note: mailer id should be the same which you have already created in swift mailer configuration file.

IMAP configuration

Please provide your username and password to configure your IMAP.

Here we’ll use the same email address and password for username and password , Add the hostname according to the mail server IMAP setting.

Refer here to check IMAP Port for Gmail.

Refer this blog to check mailbox configuration for Yahoo.

Step 4: uvdesk.yaml Configuration

In the last step, under packages you will be able to see uvdesk.yaml file. Open this file and add below entries which is required to be configure with mailbox:

  1. Put the helpdesk URL in site_url. for example in my case it is “localhost/uvdesk/UVdesk/public”
  2. Now, set up Support Email Id which is required to send the Ticket Replies to Customer’s Email ID hence follow the below-given code for Support Email Configuration
parameters:
    app_locales: en|fr|it
    
    # Default Assets
    assets_default_agent_profile_image_path: 'bundles/uvdeskcore/images/uv-avatar-batman.png'
    assets_default_customer_profile_image_path: 'bundles/uvdeskcore/images/uv-avatar-ironman.png'
    assets_default_helpdesk_profile_image_path: 'bundles/uvdeskcore/images/uv-avatar-uvdesk.png'

    uvdesk_site_path.member_prefix: member
    uvdesk_site_path.knowledgebase_customer_prefix: customer

uvdesk:
    site_url: 'localhost/uvdesk/UVdesk/public'
    upload_manager:
        id: Webkul\UVDesk\CoreBundle\FileSystem\UploadManagers\Localhost
    
    support_email: 
        id: uvdesk_demo@gmail.com
        name: UVDesk Community
        mailer_id: sample
    
    # Default resources
    default:
        ticket:
            type: support
            status: open
            priority: low
        templates:
            email: mail.html.twig

Common Issues:

If you are getting the error “Can not authenticate to IMAP server: [ALERT]

Make sure you’re not using 2 step verification.

First sign in into the Gmail account in a browser on the device then, need to ensure you have enabled IMAP status and Allow less secure apps should be ON and have already done the continue step to allow access to your Google account.

Step 5 – Refresh mailbox

At last, you need to run the following command –

Last command - php bin/console uvdesk:refresh-mailbox uvdesk_demo@gmail.com

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

Hope this post will help for PHP/Symfony developers who want to build own customizable fully functional helpdesk. Please share your feedback and Comments.

If you have any query you can contact us at support@uvdesk.com Stay tuned for more updates with UVdesk opensource helpdesk …!!!

Category(s) UVdesk
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