Setup Email Server in Odoo
Setting up an Email Server in Odoo is essential for sending and receiving emails directly through the platform. This involves configuring both outgoing and incoming mail servers.
Here’s a step-by-step guide to setting up an email server in Odoo:
Setting Up Outgoing Mail Server (SMTP)
1 Access Odoo Settings:
Log in to your Odoo instance as an administrator.
Navigate to the Settings module.
Configure Outgoing Mail Server:
◦ In the Settings module, scroll down to the Email section. ◦ Click on Outgoing Mail Servers.
Create a New Outgoing Mail Server:
Click on Create
Fill in the required fields:
Description: A name for the outgoing mail server; for example:My Company SMTP Server.SMTP Server: The address of your SMTP server ; for example:smtp.gmail.comfor Gmail.SMTP Port: The port number for your SMTP server , usually587 for TLSor465 for SSL.Connection Security: Choose eitherTLS(STARTTLS) orSSL/TLSbased on your server requirements.Username: Youremail addressorSMTP username.Password: The password for youremail accountor SMTP authentication.Mail Server Type:Default to SMTP.SMTP Authentication: Check this box if authentication is required by your SMTP server.Click Save
Test the Configuration:
After saving, click on Test Connection to ensure that Odoo can successfully connect to the SMTP server.
Setting Up Incoming Mail Server (IMAP/POP3)
Access Odoo Settings:
Navigate to the Settings module if not already there.
Configure Incoming Mail Server:
Scroll down to the Email section.
Click on Incoming Mail Servers.
Create a New Incoming Mail Server:
Click on Create.
Fill in the required fields:
Description: A name for the incoming mail server; For Example,My Company IMAP Server.Server Type: Choose either IMAP or POP based on your email provider.Server Name: The address of your mail server; for example,imap.gmail.comfor Gmail IMAP.Port: The port number for your mail server, usually993 for IMAP SSLor995 for POP3 SSL.SSL/TLS: Check this box if your server requires a secure connection.Username: Youremail addressor mail serverusername.Password: The password for your email account or mail server authentication.Create a New Record on: Choose how you want Odoo to handle incoming emails (For example,create leads,tasks, etc.
Click Save.
Test the Configuration:
After saving, click on Fetch Now to ensure that Odoo can successfully connect and fetch emails from the incoming mail server.
Additional Configuration
Configure Email Aliases:
Go to the Settings module.
Navigate to .
Set up aliases to route incoming emails to specific modules, For Example,
leads,support tickets.
Configure Email Templates:
Go to the Settings module.
Navigate to .
Customize email templates for automated emails and notifications.
For Example: Setting Up Gmail as the Email Server
- Outgoing Mail Server:
SMTP Server: smtp.gmail.com
SMTP Port: 587 (for TLS) or 465 (for SSL)
Connection Security: TLS or SSL/TLS
Username: Your Gmail address (e.g., your-email@gmail.com)
Password: Your Gmail password (or an app-specific password if 2FA is enabled)
- Incoming Mail Server:
Server Type: IMAP
Server Name: imap.gmail.com
Port: 993
SSL/TLS: Checked
Username: Your Gmail address (e.g., your-email@gmail.com)
Password: Your Gmail password (or an app-specific password if 2FA is enabled)
Tip
App-Specific Passwords: If you are using Gmail with two-factor authentication
2FA, you will need to generate an app-specific password for both the outgoing and incoming mail servers.Firewall and Network Settings: Ensure that your server’s firewall allows connections to the specified ports for
SMTP,IMAP, orPOP3.Debugging: If you encounter issues, check the
Odoo logsfor detailed error messages. This can provide insight into what might be going wrong.
By following these steps, you can successfully set up and configure your email server in Odoo, enabling you to handle all your email communication directly from the platform.