SMTP/IMAP Configuration

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

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.

Here I am drafting out a few configuration steps to automatically convert your emails into the support ticket in the UVdesk.

Video Tutorial

https://youtu.be/2KsECEkvuDM

Steps To Configure using SMTP/IMAP With UVdesk Open Source Helpdesk:

Swift Mailer Configuration

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

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

Step3 – 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: Name of transport method used to deliver email e.g, SMTP (for Gmail, Yahoo, and Outlook)
• Enable Delivery: Click on the check box to enable a swift mailer.
• Server: SMTP server used for outgoing emails like this:

                  Yahoo: smtp.mail.yahoo.com

                  Gmail: smtp.gmail.com

                  Outlook: smtp.office365.com.

• Email: Here you need to enter your support email Id which you want to configure with UVdesk.
• Password: Enter a new app password.
• Port: The SMTP port of your server e.g, 465,587 (for Yahoo, Gmail, Outlook)
• Encryption Mode: Select encryption mode as SSL, TLS, or None as required from the drop-down required.
• Authentication Mode: Select authentication mode as Login, Plain or Cram-MD5 from the drop-down.
• Sender Address:  All emails will be delivered with this address as the “return path” address, which is where bounced emails should go.
• Delivery Address: All email messages will be sent to this address instead of being sent to their actual recipients

Mailbox Configuration

Step 1 – Next step is to click on the “Mailbox” option under settings.

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

Step3 – Need to fill out all the below details and proceed by clicking the “Proceed” button.

• Id: Enter the name of the mailbox or leave it blank it will automatically be filled.
• 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, Yahoo, or IMAP
• Host: Every email service has a unique IMAP HOST like

         Gmail – {imap.gmail.com:993/imap/ssl}INBOX,

         Yahoo – {imap.mail.yahoo.com:993/imap/ssl}INBOX,

         Outlook – {outlook.office365.com:993/imap/ssl}INBOX.

• Email: Put the email address of IMAP(incoming mail server)
• Password: Enter your created new app password.

Outgoing Mail (SMTP) Server

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

Email Settings

Email settings is 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: Now, need to edit a few changes in the code, navigate through config->packages->uvdesk.yaml  and find site_url, enter the localhost or domain path till public, and 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.

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.

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

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

Yahoo, Gmail, Outlook.

Support

That’s all for Mailbox Configuration. For any doubts or suggestions regarding the extension get back to us at [email protected] or raise a ticket at our Helpdesk system.