Email Importing - Revision history

John: Fixed Email Importing Integrations link

2023-02-09T18:00:18Z

Fixed Email Importing Integrations link

SarahK at 18:10, 7 September 2022

2022-09-07T18:10:11Z

JuanR: /* Configuring Email Importing */

2022-08-02T14:54:59Z

‎Configuring Email Importing

James.white: /* Configuring Email Importing */

2022-07-26T13:18:12Z

‎Configuring Email Importing

SarahK at 20:00, 21 April 2022

2022-04-21T20:00:20Z

SarahK at 19:55, 21 April 2022

2022-04-21T19:55:54Z

SarahK at 22:32, 1 March 2022

2022-03-01T22:32:04Z

SarahK: /* Configuring Email Importing */

2021-02-10T18:13:20Z

‎Configuring Email Importing

SarahK: /* Configuring Email Importing */

2020-12-29T19:43:12Z

‎Configuring Email Importing

SarahK: /* Configuring Email Importing */

2020-12-29T19:43:03Z

‎Configuring Email Importing

@@ Line 14: / Line 14: @@
 In addition to traditional POP3 or IMAP service providers, WHMCS supports email importing via Gmail in WHMCS 8.1 and higher and via Microsoft® services in WHMCS 8.6 and higher. These integrations provide access to your mail provider via secure protocols. Some mail providers require you to use these capabilities or have announced a requirement for it in the future.
-To use these service providers, you will need to both configure your mail service provider and create an app for it via either the Google console or Microsoft Azure®. For more information, see [Email Importing Integrations].
+To use these service providers, you will need to both configure your mail service provider and create an app for it via either the Google console or Microsoft Azure®. For more information, see [[Email Importing Integrations]].
 ==Configuring Email Importing==

@@ Line 1: / Line 1: @@
 Email importing is distinct from email piping and requires a different configuration. We recommend using email importing instead of email piping if you use any control panel other than cPanel or if you want to import email from multiple domains.
 <div class="docs-alert-info">
 <strong>RFC 3834</strong><br />
@@ Line 9: / Line 9: @@
 * Regardless of your settings, WHMCS will not accept email that contains the <tt>Auto-Submitted</tt> header via email piping or email importing.
 </div>
 ==Configuring Email Importing==
-−
 [[File:Cron piping.png|thumb|The cron command]]
-−
 To configure email importing for a support department:
-−
 # Set up your email accounts:
-#* For email importing with OAuth, configure Gmail as your mail service provider and create an app for it in the Google Cloud console. For help with this step, see our [https://help.whmcs.com/m/support_tools/l/1328652-setting-up-pop3-importing-with-oauth-via-google Setting Up Email Importing with OAuth via Google] documentation.
+#* For POP3 or IMAP, create a unique email account on your mail server for each support department. This must be a mailbox; an alias is not sufficient.
-#* For non-OAuth email importing, create a unique email account on your mail server for each support department. This must be a full inbox; an alias is not sufficient.
+#* For Google or Microsoft, configure your mail service provider and create an app for it:
 # In WHMCS, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments'''.
 # Create a new department and enter the top section of information or, for existing departments, click '''Edit'''.
-# Enter the email information for the department.
+# Enter the email information for the department:
-## Select a '''Service Provider'''. If you want to use OAuth via Gmail, select ''Google''. Otherwise, select ''POP3/IMAP''.
+## Select a '''Service Provider'''.
-## Enter a '''Hostname''', or, if you selected ''Google'', make sure that <tt>pop.gmail.com</tt> is already set.
+## Enter the appropriate details for your service provider.
-## Enter a '''Mail Server Port'''. Usually, this is <tt>995</tt>.
+## If you selected ''OAuth2'' as your '''Authentication''' type for '''Google''', enter your '''Email Address''' and the '''ClientID''' and '''Client Secret''' that you generated. Then, click '''Connect'''.
-##:<div class="docs-alert-success"><span class="title">Mail Server Port Value</span><br />Entering a port number that requires SSL connectivity (for example, <tt>993</tt> or <tt>995</tt>) will allow the system to automatically attempt to connect using this method.</div>
+# Set up a cron job to run the <tt>pop.php</tt> file using the '''Ticket Importing using Mail Importing (POP3/IMAP)''' command on the '''Support Departments''' page every few minutes. We recommend that you set this to run every five minutes.
-## Select your '''Authentication''' type. If you want to use OAuth via Gmail, select ''OAuth2''. Otherwise, select ''Password''.
 <div class="docs-alert-info">
 The system will delete email in the source mailboxes upon successful import into WHMCS.
 </div>

@@ Line 36: / Line 36: @@
 ##* If you selected ''Password'' as your '''Authentication''' type, enter the email address and password for the email account that you created.
 ##* If you selected ''OAuth2'' as your '''Authentication''' type, enter your '''Email Address''' and the '''ClientID''' and '''Client Secret''' that you generated through Google. Then, click '''Connect'''.
-# Set up a cron job to run the <tt>pop.php</tt> file using the '''Ticket Importing using Mail Importing (POP3/IMAP)''' command on the '''Support Departments''' page every few minutes. We recommend that you set this to run every five minutes.
+# Set up a [[Crons#POP_Email_Import_Cron | cron job]] to run the <tt>pop.php</tt> file using the '''Ticket Importing using Mail Importing (POP3/IMAP)''' command at  '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments''' every few minutes. We recommend that you set this to run every five minutes.
 <div class="docs-alert-info">
 The system will delete email in the source mailboxes upon successful import into WHMCS.
 </div>

@@ Line 31: / Line 31: @@
 ## Enter a '''Hostname''', or, if you selected ''Google'', make sure that <tt>pop.gmail.com</tt> is already set.
 ## Enter a '''Mail Server Port'''. Usually, this is <tt>995</tt>.
 ## Select your '''Authentication''' type. If you want to use OAuth via Gmail, select ''OAuth2''. Otherwise, select ''Password''.
 ## Fill out the remainder of the form:

@@ Line 6: / Line 6: @@
 <strong>RFC 3834</strong><br />
 In WHMCS 8.1 and later, the system sends support emails with RFC 3834-compliant headers by default.
-* You can disable this at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' in the '''Mail''' tab.
+* You can disable this at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' in the '''[[Mail Tab|Mail]]''' tab.
 * Regardless of your settings, WHMCS will not accept email that contains the <tt>Auto-Submitted</tt> header via email piping or email importing.
 </div>

← Older revision		Revision as of 22:32, 1 March 2022
Line 1:		Line 1:
	Email importing is distinct from email piping and requires a different configuration. We recommend using email importing instead of email piping if you use any control panel other than cPanel or if you want to import email from multiple domains.		Email importing is distinct from email piping and requires a different configuration. We recommend using email importing instead of email piping if you use any control panel other than cPanel or if you want to import email from multiple domains.
		+
		+	Begin by first configuring your support ticket departments. You do this by going to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Support > Support Departments'''. Add each of your departments and the email address that you assigned to them.

	<div class="docs-alert-info">		<div class="docs-alert-info">

@@ Line 21: / Line 21: @@
 # Set up your email accounts:
-#* For email importing with OAuth, configure Gmail as your mail service provider and create an app for it in the Google Cloud console. For help with this step, see our [[https://help.whmcs.com/m/support_tools/l/1328652-setting-up-pop3-importing-with-oauth-via-google|Setting Up Email Importing with OAuth via Google]] documentation.
+#* For email importing with OAuth, configure Gmail as your mail service provider and create an app for it in the Google Cloud console. For help with this step, see our [https://help.whmcs.com/m/support_tools/l/1328652-setting-up-pop3-importing-with-oauth-via-google|Setting Up Email Importing with OAuth via Google] documentation.
 #* For non-OAuth email importing, create a unique email account on your mail server for each support department. This must be a full inbox; an alias is not sufficient.
 # In WHMCS, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]'''.