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xTuple Connect Product Guide |
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xTuple Connect Product Guide |
| 2.2. Configuring Trojita | ||
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 | 2. Configuring Email Integration |  |
Start xTuple and navigate to User Preferences. The Trojita Email client can be launched from the Email tab by clicking on the "Start Trojita Mail Client" button.
Starting Trojita from xTuple ERP
Once Trojita opens, click on "Settings" and select the "IMAP" tab. Enter your credentials for your IMAP mail server. Click SAVE.
Entering IMAP Server Details
You should see your IMAP mailbox folders appear in Trojita. Right click on the folder(s) you wish to import and select "Synchronize with xTuple". The folder should then change to have an orange arrow on it indicating it is a synchronized folder.
Synchronizing Email Folders
When you are finished, close the Trojita Client.
Import set up can be as simple as synchronizing both your Inbox and Sent items. However, most people will not be comfortable with ALL their mail going into xTuple. A more controlled solution would be to create folders called "xTuple Inbox" and "xTuple Sent," then set up a rule in your mail client software to automatically move any messages with "xtref" in the subject to those respective folders. All mail launched from the xTuple client should have this in the subject line.
Once the Trojita configuration is complete, check the "Synchronize Email while running application" checkbox. This will make synchronization start when you start xTuple. You can click "Start Now" to start the process without having to restart xTuple. Click SAVE and you are done with set up. You should be able to go to a Contact in xTuple for which there was mail traffic in the folder you synchronized, and see mail history for that Contact.
You will need to stop and restart the synchronization processor any time you change folder settings for the new settings to take affect.
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| 2.1. Copying Mail Integration Files |  | 2.3. Tips & Tricks |