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Taskip + IMAP / Webmail

IMAP / Webmail

IMAP / Webmail

This document provides a comprehensive guide on how to connect external email accounts via IMAP to the system.

About this Integration

This document provides a comprehensive guide on how to connect external email accounts via IMAP to the system.


📋 Connection Requirements

To connect an email account via IMAP, you will need the following information from your email provider:

ParameterDescriptionExample
IMAP HostThe server address of your email provider.imap.gmail.com
IMAP PortThe port used for the connection.993 (SSL/TLS) or 143 (STARTTLS)
EncryptionThe security protocol for the connection.ssltls, or starttls
Email AddressYour full email address.user@example.com
PasswordYour account password or an App Password.••••••••••••

🔐 Security & App Passwords

If your email provider uses Two-Factor Authentication (2FA) or has high security standards, a regular password may not work. You must generate an App Password.

📧 Gmail

  1. Go to your Google Account Settings.
  2. Navigate to Security.
  3. Under “How you sign in to Google,” ensure 2-Step Verification is ON.
  4. Select App passwords.
  5. Select “Mail” and “Other (Custom name)” to generate a 16-character password.
  6. Use this 16-character password instead of your regular password.

✉️ Outlook / Microsoft 365

  1. Go to Microsoft Security Basics.
  2. Select Advanced security options.
  3. Under App passwords, select “Create a new app password”.
  4. Copy the generated password and use it in the system.

⚙️ Common Provider Settings

ProviderIMAP HostPortEncryptionSMTP Host (Optional)SMTP Port
Gmailimap.gmail.com993sslsmtp.gmail.com587
Outlook / Office 365outlook.office365.com993sslsmtp.office365.com587
Yahoo Mailimap.mail.yahoo.com993sslsmtp.mail.yahoo.com465
iCloudimap.mail.me.com993sslsmtp.mail.me.com587

🚀 Connection Steps

  1. Navigate to Dashboard > Settings > Integrations.
  2. Select the IMAP/Email Connection option.
  3. Fill in the IMAP Host, Port, and Encryption details.
  4. Enter your full Email address and Password (or App Password).
  5. (Optional) Provide SMTP Host and Port if you want to send emails from this account.
  6. Test Connection to ensure the credentials are correct.
  7. Save the connection. The system will start an initial sync of your emails.

❓ Troubleshooting

  • Authentication Failed: Double-check your email and password. Ensure you are using an App Password if 2FA is enabled.
  • Connection Timeout: Ensure the IMAP Host and Port are correct. Check if your server allows external IMAP connections.
  • Gmail Access: Ensure “IMAP Access” is enabled in your Gmail settings under Settings > Forwarding and POP/IMAP > IMAP Access.

[!NOTE] Initial sync may take a few minutes depending on the size of your inbox. You can check the sync status in the connection list.

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