Manage FTP/SFTP
Here, user can configure their FTPs to sync data with FTP or import data.
In the configuration module, click on click on "Manage FTP/SFTP Settings", The screen will route to the Manage FTP/SFTP tab.
Configure FTP/SFTP
The below screen will appear. If the user clicks on the Add button, The manual details can be filled in.
After filling in the manual details the user can click on Submit button to create a new FTP/SFTP.
After creating the new FTP, it will be added to the Ftp/Sftp list. On the right side, the actions column will show the 3 options - Schedule Job, Edit Ftp, and Delete Ftp. Through these options, they can perform different actions accordingly.
Click on schedule Job, the two buttons will display - Add and Refresh.
Click on Add button and fill in the mandatory details which will help the user to schedule a new FTP job. Click on submit button after filling in all the details.
The new job will be created and shown in the Schedule job list.
The user can perform different actions under this job list - Enable/disable, Edit, and delete.
Go back to the main screen - Manage Ftp Settings, can edit the Ftp as well. Click on the edit(center button), and edit the required fields that the user wants. At last click on submit button to save the changes.
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.
To configure 2-way communication on Masters India GST Software for vendor communication, the following steps must be followed:
IMAP Configuration:
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.
| Email Provider | IMAP Server | Port | Mail to | Username |
|---|---|---|---|---|
Microsoft 365 | 993 | Email ID | Email ID | |
Outlook | 993 | Email ID | Email ID | |
Hotmail | 993 | Email ID | Email ID | |
Live.com | 993 | Email ID | Email ID | |
Gmail | 990 | Email ID | Email ID | |
Zoho | 993 | Email ID | Email ID | |
GoDaddy | 993 | Email ID | Email ID |
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.
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.
Click on the "Update Settings" button to save your configuration.
SMTP Configuration
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.
| Email Provider | SMTP Server | Port | Mail to | Password |
|---|---|---|---|---|
Microsoft 365 | 587 | Email id | Email id | |
Outlook | 587 | Email id | Email id | |
Hotmail | 587 | Email id | Email id | |
Live.com | 587 | Email id | Email id | |
Gmail | 587 | Email id | Email id | |
Zoho | 465 | Email id | Email id | |
GoDaddy | 465 | Email id | Email id |
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.
Click on the "Update Settings" button to save your configuration.
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