Inbound Email
You can send an email to a special address so that anyone can add attachments to your system.
Send the email to a special system email address. See Configuration below for details.
Set the subject of your email to one of the following:
Cargo Number (i.e. ABCD1234567)
Note: work orders do not have attachments, so the work order must be linked to a Cargo record.
SKU (i.e. A789)
Shipment Number (i.e. 567890123)
Sales Order 123456. Note: you need to include the words "Sales Order"
Purchase Order 789012. Note: you need to include the words "Purchase Order"
Sales Contract 345678. Note: you need to include the words "Sales Contract"
Purchase Contract 901234. Note: you need to include the words "Purchase Contract"
Attach images, documents, etc. The body of the email can be blank. Anything in the body of the message will not be attached.
The Job Agent checks email every few minutes. It will automatically upload!
If the Job Agent cannot find the right thing to attach to, it will reply to you and let you know.
Configuration
You will need...
An email account which supports IMAP authentication via oAuth2 or Basic Authentication.
Office 365 is preferred, with either a shared mailbox or an individual mailbox. For a shared mailbox, you will need to log in as the mailbox user, not as a delegated user.
Gmail and Google Workspace also work, but we don't know for how much longer. You will be required to set up multi-factor authentication before you can set an "App Password" to connect.
Outlook.com works find for inbound email. important: You will need to enable IMAP and allow applications to delete items from the account.
IMPORTANT! When configured, the ShipperXL will read and delete all email from the account you specify.
To configure this...
an Administrator needs to log in to ShipperXL and launch the Tools | Options page.
Configuration Notes:
For Office 365: the server is outlook.office365.com You will press "Set Inbound Credentials" and a browser window will appear. You have about 1 minute to complete your login. ShipperXL will recognize the login and set the password and username automatically.
For Gmail and Google Workspace, the server is imap.gmail.com You will not press the "Set Inbound Credentials" button, you will enter the user name and password directly.
For Outlook.com, the server is outlook.office.com You will press "Set Inbound Credentials" and a browser window will appear. You have about 1 minute to complete your login. ShipperXL will recognize the login and set the password and username automatically.
Press "Test Inbound Connection" to check whether your credentials worked.
Note: the inbound and outbound emails cannot be the same account.
For a companion feature, also see Outbound Email