PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
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On this page
  • 1. Gmail (Google Mail)
  • 2. Outlook (Microsoft)
  • 3. Yahoo Mail
  • 4. Apple iCloud
  • 5. AOL Mail

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  1. Advanced settings

IMAP settings

This document provides step-by-step instructions on how to retrieve IMAP (Internet Message Access Protocol) details for various well-known email servers, including Gmail, Outlook (formerly Hotmail), Yahoo Mail, and Apple iCloud.

Please note that the below configurations may change. Check the email provider website for more details

1. Gmail (Google Mail)

IMAP Details for Gmail:

  • IMAP Server: imap.gmail.com

  • Port: 993

  • Encryption: SSL/TLS

  • Username: Your full Gmail address (e.g., example@gmail.com)

  • Password: App-specific password. Make sure 2FA is enabled before generating app specific password. Use the link to generate app-specific password - https://myaccount.google.com/apppasswords

Steps to Enable IMAP in Gmail:

  1. Log in to your Gmail account.

  2. Click the gear icon (⚙️) in the top-right corner and select "See all settings."

  3. Go to the "Forwarding and POP/IMAP" tab.

  4. Under the "IMAP access" section, select "Enable IMAP."

  5. Click "Save Changes" at the bottom of the page.

Note:

  • You will need to have 2FA enabled to generate an app-specific password from your Google Account settings.

2. Outlook (Microsoft)

IMAP Details for Outlook:

  • IMAP Server: outlook.office365.com

  • Port: 993

  • Encryption: SSL/TLS

  • Username: Your full Outlook email address (e.g., example@outlook.com or example@hotmail.com)

  • Password: Your Outlook account password.

Steps to Enable IMAP in Outlook:

  1. Log in to your Outlook account.

  2. Click the gear icon (⚙️) in the top-right corner and select "View all Outlook settings."

  3. Go to "Mail" > "Sync email."

  4. Under "POP and IMAP," ensure that IMAP is enabled.

  5. Click "Save" to apply changes.

3. Yahoo Mail

IMAP Details for Yahoo Mail:

  • IMAP Server: imap.mail.yahoo.com

  • Port: 993

  • Encryption: SSL/TLS

  • Username: Your full Yahoo email address (e.g., example@yahoo.com)

  • Password: Your Yahoo account password or an app-specific password if 2FA is enabled.

Steps to Enable IMAP in Yahoo Mail:

  1. Log in to your Yahoo Mail account.

  2. Click on your profile icon in the top-right corner and select "Account info."

  3. Go to "Account security."

  4. Ensure that "Allow apps that use less secure sign-in" is turned on.

  5. If 2FA is enabled, generate an app-specific password for your email client.

4. Apple iCloud

IMAP Details for iCloud:

  • IMAP Server: imap.mail.me.com

  • Port: 993

  • Encryption: SSL/TLS

  • Username: Your full iCloud email address (e.g., example@icloud.com)

  • Password: Your Apple ID password or an app-specific password if 2FA is enabled.

Steps to Enable IMAP in iCloud:

  1. Log in to your iCloud account.

  2. Go to "Settings" > "Apple ID" > "iCloud."

  3. Ensure that "Mail" is turned on.

  4. If 2FA is enabled, generate an app-specific password from your Apple ID account settings.

5. AOL Mail

IMAP Details for AOL Mail:

  • IMAP Server: imap.aol.com

  • Port: 993

  • Encryption: SSL/TLS

  • Username: Your full AOL email address (e.g., example@aol.com)

  • Password: Your AOL account password.

Steps to Enable IMAP in AOL Mail:

  1. Log in to your AOL Mail account.

  2. Go to "Settings" > "Account info."

  3. Under "Security," ensure that "Allow apps that use less secure sign-in" is enabled.

  4. If 2FA is enabled, generate an app-specific password for your email client.

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Last updated 1 month ago

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