Email Integration Settings

Email Integration is a Pro feature that can be turned on in your Firm Settings. Once on, individual User accounts can be setup as follows.

Firm Configuration:
1. Go to Firm Settings

2. Select the "Settings" tab then scroll down to "Email Integration"

3. Toggle the "Email Integration" slider to "On".

Now that Email Integration is turned on, let's now properly configure for successful connection and integration.

1. Go to Profile then scroll down to "Email Setup"

2. Click "Edit" to set up the connection & configurations

3. You will need to enter your Email / Username, Password then the proper Server, Port & SSL information specific to your email type.

Gmail:

  • Server: imap.gmail.com
  • Port: 993
  • SSL: Yes

O365:

  • Server: outlook.office365.com
  • Port: 993
  • SSL: Yes

4. Once you have entered in all of your information then click "Test Connection".

If the connection is not successful, please make sure that your email server is properly configured to accept IMAP connections.

Gmail & G-Suite IMAP Configuration:
1. Go to Less Secure App Access and allow access for less secure apps.

2. Go to your Gmail Settings 

3. Select the "Forwarding and POP / IMAP" tab at the top. Gmail settings can be accessed HERE , Enable IMAP access:

4. Setup your email account in Clockwork, test connection to make sure it’s successful, and then Save.

Gmail / G-Suite 2FA / MFA configuration:
If you are using 2FA on your Gmail or G-Suite mail, then you’ll need to set up an App Password to use in Clockwork to connect to your email.

https://support.google.com/accounts/answer/185833?hl=en

Here’s where you go to generate an apps password:
https://security.google.com/settings/security/apppasswords

Select App = Mail
Select Device = Other (custom name)
Enter: Clockwork
Copy the generated password

Go to your profile/configure email and enter this password in your email configuration.

This password (above) entered in the password field below:

Finally, Test Connection and then Save.

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