# Manage FTP/SFTP

In the configuration module, click on "Manage FTP/SFTP Settings." The screen will navigate to the Manage FTP/SFTP tab.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FDKWueg8LGNr2N51qckT5%2FSlide31.PNG?alt=media&#x26;token=e7741028-5110-47dd-8100-baf4727dc19a" alt=""><figcaption></figcaption></figure>

## Configure FTP/SFTP

The below screen will appear. If the user clicks on the Add button, The manual details can be filled in.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FDKbSnQNCKvxogeGyWI8N%2FSlide32.PNG?alt=media&#x26;token=d6e9c4a0-6c92-4547-994e-21fca444562b" alt=""><figcaption></figcaption></figure>

After filling in the manual details the user can click on Submit button to create a new FTP/SFTP.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2F9K6iwXMxuHD78dXwUWFd%2FSlide33.PNG?alt=media&#x26;token=de7cc4f6-707a-41e8-adf9-2a6297ce1848" alt=""><figcaption></figcaption></figure>

Once the new FTP account is created, it will be included in the FTP/SFTP list. On the right side, the actions column will display three options: Schedule Job, Edit FTP, and Delete FTP. Users can select any of these options to perform the corresponding actions.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FRtuSN5csJNbhJ0a3aD5O%2FSlide34.PNG?alt=media&#x26;token=08c8a1a9-de13-458f-805c-5720c345a3f1" alt=""><figcaption></figcaption></figure>

Click on Schedule Job, and the two buttons will display - Add and Refresh.&#x20;

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FHpoJmp0VUYJBU9n9EgEO%2FSlide35.PNG?alt=media&#x26;token=a8a4e269-74d0-478d-a5a4-67079eab9f29" alt=""><figcaption></figcaption></figure>

To schedule a new FTP job, click the "Add" button and fill in all the required fields. Once completed, click the "Submit" button to

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FyFCO5LrQyOwxEZ7jgwCN%2FSlide36.PNG?alt=media&#x26;token=199ec831-f340-4b04-aad9-7e281fa21f05" alt=""><figcaption></figcaption></figure>

The new job will be created and shown in the Schedule job list.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FXfstI56VQcApVYbJtnlo%2FSlide37.PNG?alt=media&#x26;token=920b351c-09f5-4093-b6bd-94edefae0e6e" alt=""><figcaption></figcaption></figure>

The user can perform different actions under this job list - Enable/disable, Edit, and delete.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FIq5ZkITrm8ObSOsBcmZV%2FSlide34.PNG?alt=media&#x26;token=4233698b-adc6-4252-8d0c-70d6e0e7741b" alt=""><figcaption></figcaption></figure>

### Managing FTP Settings

1. Navigate to the **Manage FTP Settings** main screen.
2. Click **Edit** to modify the desired fields.
3. Once the changes are made, click **Submit** to

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2F2QcC9fXKMC2FAnnx0js9%2FSlide39.PNG?alt=media&#x26;token=e2f63779-ff69-4dc3-90fe-4031836d6736" alt=""><figcaption></figcaption></figure>

## Configure IMAP and SMTP

IMAP (Internet Message Access Protocol) allows users to receive their vendor email on Masters India GST Software whereas SMTP (Simple Mail Transfer Protocol) is employed for sending emails to them.&#x20;

To configure 2-way communication on Masters India GST Software for vendor communication, the following steps must be followed:&#x20;

### IMAP Configuration:

1. You'll need your email provider's incoming server settings (IMAP) to get the Email visible directly in Masters India Inbox. Here's a list of those settings for several email providers. If you don't see yours listed here, ask your email provider to give them to you.

<table><thead><tr><th width="160">Email Provider</th><th width="261">IMAP Server</th><th width="77">Port</th><th>Mail to</th><th>Username </th></tr></thead><tbody><tr><td>Microsoft 365</td><td><a href="http://outlook.office365.com/">http://outlook.office365.com/</a></td><td>993</td><td>Email ID</td><td>Email ID</td></tr><tr><td>Outlook</td><td><a href="http://imap-mail.outlook.com/">http://imap-mail.outlook.com/</a></td><td>993</td><td>Email ID</td><td>Email ID</td></tr><tr><td>Hotmail</td><td><a href="http://outlook.office365.com/">http://outlook.office365.com/</a></td><td>993</td><td>Email ID</td><td>Email ID</td></tr><tr><td>Live.com</td><td><a href="http://outlook.office365.com/">http://outlook.office365.com/</a></td><td>993</td><td>Email ID</td><td>Email ID</td></tr><tr><td>Gmail</td><td><a href="http://imap.gmail.com/">http://imap.gmail.com/</a></td><td>990</td><td>Email ID</td><td>Email ID</td></tr><tr><td>Zoho</td><td><a href="http://imap.zoho.in/">http://imap.zoho.in/</a></td><td>993</td><td>Email ID</td><td>Email ID</td></tr><tr><td>GoDaddy</td><td><a href="http://imap.secureserver.net/">http://imap.secureserver.net/</a></td><td>993</td><td>Email ID</td><td>Email ID</td></tr></tbody></table>

2. Go ahead and create a new App Password in your email account. Login to your mail ID, go to account settings and search for "App Password". Create a new App and create an App password for the same.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2F49FaEx5T44THwADimCTO%2FSlide1.PNG?alt=media&#x26;token=598e195c-62b0-41f0-aa17-08ef1257f76c" alt=""><figcaption><p>This is an example image one of the email provider Gmail by Google.</p></figcaption></figure>

3. Go to IMAP settings in Configuration Module > Manage FTP/SFTP Settings. Enter all the details in the required fields in the configuration per the details in the table above. The IMAP Password would be the App Password users created in their Email Account.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FIm7EjqbkzHUmxCv6DF0K%2FSlide2.PNG?alt=media&#x26;token=22db8e8c-5cf0-4188-bc9c-b8b7b3a2a6b6" alt=""><figcaption></figcaption></figure>

4. Click on the "Update Settings" button to save your configuration.

### SMTP Configuration

1. You'll need your email provider's outgoing server settings (SMTP) to activate email send-in approval. Here's a list of those settings for several email providers. If you don't see yours listed here, ask your email provider to give them to you.

<table><thead><tr><th width="160">Email Provider</th><th width="287">SMTP Server</th><th width="87">Port</th><th>Mail to</th><th>Password</th></tr></thead><tbody><tr><td>Microsoft 365</td><td><a href="http://smtp.office365.com/">http://smtp.office365.com/</a></td><td>587</td><td>Email id</td><td>Email id</td></tr><tr><td>Outlook</td><td><a href="http://smtp-mail.outlook.com/">http://smtp-mail.outlook.com/</a></td><td>587</td><td>Email id</td><td>Email id</td></tr><tr><td>Hotmail</td><td><a href="http://smtp.office365.com/">http://smtp.office365.com/</a></td><td>587</td><td>Email id</td><td>Email id</td></tr><tr><td>Live.com</td><td><a href="http://smtp.office365.com/">http://smtp.office365.com/</a></td><td>587</td><td>Email id</td><td>Email id</td></tr><tr><td>Gmail</td><td><a href="http://smtp.gmail.com/">http://smtp.gmail.com/</a></td><td>587</td><td>Email id</td><td>Email id</td></tr><tr><td>Zoho</td><td><a href="http://smtp.zoho.in/">http://smtp.zoho.in/</a></td><td>465</td><td>Email id</td><td>Email id</td></tr><tr><td>GoDaddy</td><td><a href="http://smtpout.secureserver.net/">http://smtpout.secureserver.net/</a></td><td>465</td><td>Email id</td><td>Email id</td></tr></tbody></table>

2. Go to SMTP settings in Configuration Module > Manage FTP/SFTP Settings. Enter all the details in the required fields in the configuration per the details in the table above. The SMTP Password would be the App Password users created in their Email Account.

<figure><img src="https://507141841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTj4mNaIBCLDGyjgf1F3A%2Fuploads%2FIHaaLFHLjXmMBalJKEyx%2FSlide3.PNG?alt=media&#x26;token=f18861ca-8f81-48bd-bead-442485442001" alt=""><figcaption></figcaption></figure>

3. Click on the "Update Settings" button to save your configuration.
