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Configure an Incoming Mailbox

To create entities from incoming emails, you need to define an incoming mailbox and associate it with email rules. This guide explains how to configure an IN mailbox in Deepser.

warning

Based on your email server settings, all incoming messages could be deleted after Deepser processes them. This is the default behavior with Exchange, standard SMTP servers, etc. Always perform a test and create a backup first. Deepser processes all emails in the inbox, so if the mailbox contains many messages (e.g., on the first run), many records could be created. Always test on mailboxes with only a few messages.

Configuration Steps

  1. In the Deepser Backend, navigate to System > Tools > Email > Mailbox.

  2. The grid shows already configured mailboxes. Click the + Add Mailbox button in the top right corner.

  3. Set the mailbox type to IN. All relevant fields will load dynamically.

Incoming Mailbox Fields

TabFieldDescription
General DataNameDescriptive name used in select-boxes.
TypeIN (to receive emails) or OUT (to send).
StatusIf "Disabled", the integration is not processed.
HostAddress of the mail server.
PortPort for the connection to the mail server.
EncryptionEncryption type for the connection.
UsernameUsername to read the mailbox (usually the email address or Exchange user).
PasswordPassword to log in to the mailbox.
ProtocolProtocol to retrieve emails (POP3, IMAP, or OWA).
OAuth ClientOAuth2 client used for authentication, if required.
System DataModelThe Deepser entity to create or update from received emails. For example, set to "DeepService - Operation" to create Service Operations.
Model FieldThe entity field used to check if a record already exists (e.g., entity_id).
PrefixPrefix prepended to the Model Field to identify existing records. For example, with Prefix "TICKET#" and Model Field "entity_id", an email with subject "TICKET#70" updates Service Operation 70. An email without a matching prefix creates a new record.
Outgoing Email BoxSpecifies which outgoing mailbox to use for notifications on records created by this mailbox.
Apply Email RulesIf yes, related email rules are executed.
Allowed EmailsWhether emails can be received from all addresses or only registered users. Ignored emails are deleted.
Spam ExpressionA regular expression to identify spam subjects. Matching emails are deleted from the inbox.
AdvancedCron ExpressionDefines the frequency of the mailbox scan. If not set, the mailbox will not be processed.
Processed onDate and time of the last mailbox scan.
Custom CodePHP code run after an email is received, for triggering custom events or updates.

Test the Configuration

After saving, click the Check button (top right) to test the connection.

If configured correctly, a success message will appear. Otherwise, an error message will be displayed.