Setup Auto-Sync Email

Overview

Updated 11/14/2022

With Auto Sync, you can sync your sent and received emails to an associated profile.

• Click here for information on Syncing Email folders
• Click here for information on Custom SMTP setup

Video
Setup
Common Email Provider information
    Office 365
    Gmail Server and Port

Video

Auto sync is found within the Utilities section and needs to be configured to use your email credentials, IMAP server, and port. Once your settings are authenticated you need to select which of your email folders you want to sync.

Setup

1. Go to the User menu (with avatar) and select Utilities; the related screen will open.
2. Select Auto Email Sync. The related screen will open.
3. Click the control so that it is Enabled.
4. Enter Your Email Provider information and password in the fields shown.
5. Click Connect & Load Folders.
   1. A list of Folders to Sync will appear in the second column of the screen.
6. Select the desired Folders to Sync.
   Note: syncing with multiple folders will probably result in duplicates. We suggest that you sync only with the folders Inbox and Sent Items. Selecting Calendar, Conversation History, etc., will duplicate syncs and take extra time.
7. When set up is ready, scroll down and click Save.
   1. The system will begin syncing your emails.
8. The sync process will run within the first 15 minutes that your auto sync is authenticated and will continue to run every 15 minutes after that. You will see the associated sync times to the right of your auto sync settings each time a sync completes.
   Note:  There could be a delay of up to an hour or more, depending on the volume of transactions and system load, especially during peak times of the day.
9. Any time you click “Connect & Refresh Folders,” the process will reset, and any emails that were sent during the reset time may not be synced.
10. If you would like emails that are exchanged between members of your organization to not be synced, be sure to use the Filter Rules.
    1. By entering your email domain and selecting the 'Filter To' and Filter From' options, these emails will not sync into the system.

We recommend that users only sync their inbox and sent folders. If using Gmail, either select inbox and sent OR [Gmail]/All Mail. If all three are selected, it will create double logs.

Common Email Provider information

• Click here for information on SMTP Troubleshooting (and screenshots)
• Click here for information on Custom SMTP setup

The following are some commonly used settings for email servers and ports:

Office 365

• Click here for information on Microsoft Outlook 365 (Modern Auth)

Gmail Server and Port

• Click here for information on Gmail Server settings

IMAP Server: imap.gmail.com

Port: 993

Note: Google mail has updated their Gmail security options for 3rd party applications. If you are not able to set up Custom SMTP by using the settings above, please follow the below:

Go to your Gmail account settings > Click “My Account” at the top right corner > Click “Connected apps & sites” under Sign-in & Security > Under “Connected Apps & sites,” Turn ON “Allow less secure apps.”

By using Auto-Sync or Custom SMTP, your e-mail security is based on your e-mail provider (e.g. Gmail). Avionté does not apply security. Your security settings as just as secure as Gmail.

** Also note that this feature does not support 2-step Authentication.

** If Gmail users still cannot connect, go to Settings > Forwarding and POP/IMAP and enable IMAP.