Email Sync
Before we begin
From here you need to click the pencil in the email sync set up area:
Have you previously set up Email Sync and need to Re-Authenticate?
If you have changed email providers, your email login credentials, or if we have requested that you need to re-authenticate, then simply click the "Stop Email Sync" button. Wait a few moments, and then proceed with the "First Time Setup"
First Time Setup
Office 365 Authentication
If you are using Office 365 for your emails, then you can authenticate by clicking the "Start Authentication" button in the Office365 Direct Integration section:
This will open a pop-up window where you will be prompted to login to your Office 365 account and complete the linking process.
IMAP Authentication:
For all other email providers, we offer IMAP access. Please make sure you have your work email login details to hand. This should be for the account you want to set up email sync for.
Before you begin you need to make sure your branch is setup for email sync. The setup is required per branch. If someone else in your branch is using email sync already, this step is covered.
If your branch is new to email sync you will need to have your IT Support fill in the below form, and submit a ticket through our help centre.
IMAP Server Address |
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Port |
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SSL Used? |
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TLS Used? |
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Once support has confirmed this is set up for your branch you can continue.
Enter your synced email account details
Enter your email account username/email address and password in the "Basic" section and then click "Authenticate". Please remember this is your email account password, not your Rezi account password.
Using Email Sync
What changes for me?
If all the previous steps were followed, and the username and password you entered where correct. Next time you log into your emails, either online or via your preferred mail client, you will see a new group of folders labelled "Rezi-Imported"
In the below screenshots we use Outlook 365 online in the dark colour scheme and Outlook 2016 local install in the light colour scheme. For the same account.
Syncing Your Emails
How to use your email sync
In order to sync emails, from your mail client to Rezi, so they appear on the timeline for you. Linked the relevant group, there are a few things you need to do.
You need to make sure the "To" or "From" email address is linked to a group card in Rezi.
Then you need to move the emails that you want to sync into the "Queue" folder.
Lastly, you need to log into Rezi and from your sidebar, click the "Start Sync" button.
At this point, one of three things will happen to your emails from the "Queue" folder.
Any outbound emails you put into the Queue folder that syncs correctly will be moved to the "Sent" folder under "Rezi Imported". It will also add a timeline event into Rezi against the appropriate/related group.
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Any inbound emails you put into the Queue folder that syncs correctly will be moved to the "Received" folder under "Rezi Imported". It will also add a timeline event into Rezi against the appropriate/related group.
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Any emails, inbound or outbound. That fails to find an appropriate group to sync to in Rezi, will be moved to the "Failed" folder under "Rezi Imported". In this instance no, timeline event is entered anywhere.
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