Email Integration allows your company to automatically create a case based on an email being sent to a designated mailbox.
The following steps provide an overview of configuring Email Integration. Links to the individual steps are included. Additionally, follow the link in What's next at the end of this topic.
Overview of the configuration for Email Integration:
- Create your email account.
- If using Gmail, enable the Access for less secure apps option. See Setting the "Allow less secure apps" setting on Gmail.
- If using Exchange, the mailbox must be IMAP enabled.
- Multi-factor authentication (MFA) must be disabled on the Email Integration account.
- Before you configure email integration, create the Email Integration Reply Template for the response email message from System Admin
> Email Templates.
See Configuring the Email Integration Reply Template. - Create an Email Integration credential from System Admin > Email Integration > Add.
See Creating, modifying, or deleting Email Integration credentials. - Add an Email Integration Alias for the email account and any associated mailbox aliases from System Admin > Email Integration.
See Creating Email Integration aliases. - Complete the Step 3: Field Mapping for the dataform to be created by this Email Integration from System Admin > Email Integration.
- Enable and schedule the Email Integration process from System Admin > Advanced > Scheduled Processes.
What's next
Proceed to the next topic (Configuring the Email Integration Reply Template) to begin the process.
Learning How: Email Integration Demo
This video is a brief demo of how Email Integration works in ClientSpace to automatically create cases from emails and send notifications of case creation.
Video
Watch the video Email Integration Demo.