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How to connect your email in Accounts Receivable?

Connect your own mailbox to send follow-up emails from your email address and see them in your “Sent” folder.

Updated over a month ago

Where to find the Email Connector

  1. Go to Settings in Accounts Receivable.

  2. Select Email Connector.

Option A: Connect via Microsoft

  1. Choose Sign in with Microsoft

  2. Pick (or type) your Microsoft email address and enter your password.

  3. If you see a Request approval screen, add a justification and confirm.

  4. The administrator of the Microsoft account must then approve the request : received by email or directly in the "Admin consent requests" on the Microsoft account.

  5. After approval, reconnect with your account to finalize the setup.

(Note: The request steps will not be necessary if the Microsoft e-mail used belongs to a Microsoft administrator.)

Option B: Connect via Google Gmail

  1. Choose Sign in with Google on the connector page.

  2. Sign in with your Gmail credentials.

  3. Approve the requested permissions to confirm.

(Note: If there are security restrictions, your IT team may need to allow Agicap to send emails on your behalf.)

Option C: Connect via SMTP (Simple Mail Transfer Protocol)

  1. Choose Connect manually on the connector page.

  2. Provide your email (username) and password from your mail server.

  3. Enter information regarding your SMTP host, such as encryption, server and select a port (465, 25, or 587).

  4. Click Log in.

If the port seems blocked, check with your IT team :

  • if necessary, ask them to open the SMTP Port

  • or send us a request for Agicap public IP address to be whitelisted

Important behaviors to keep in mind

  • Once you connect an email for an entity, all Accounts Receivable users on that entity must disconnect it before linking another address.

  • You can repeat the connection steps on different entities as needed.

  • You’ll see every follow-up sent by Accounts Receivable in your personal “Sent” folder.

💡 Tips

  • If you need to connect a different address on another entity but keep logging in the previous entered one automatically, try within a private/incognito browser window.

  • Some companies create a dedicated email (e.g., collections@mycompany.com) just for Accounts Receivable follow-ups.

FAQ ❓

What happens if my email connection goes into an error state?

No follow-up emails are sent while it’s in error. A banner appears in Accounts Receivable prompting you to reconnect.

Can multiple entities share the same email connection?

Yes, it's possible to connect the same email adress on different entities. You must connect your email in each entity.

Do I need an admin account to connect via Microsoft if I’m not an admin user?

Not necessarily. If your admin already granted permission by connecting his email address first, you can disconnect it and connect yours freely. If not consent has been granted, your admin must approve the connection.

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