---
title: "Implementation > Email Integration Creditor Invoices"
canonical: "https://technology.bytangram.com/space/TGKB/675348557/Implementation%20%3E%20Email%20Integration%20Creditor%20Invoices"
format: markdown
---
This article will guide you through the setup of getting creditor/vendor invoices (also known as vouchers in WorkBook) imported directly from an email account to WorkBook. Automatically creating a creditor invoice line with the invoice file attached to the email as an entry in the Workbook creditor module. 

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

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## ACTIONS OUTSIDE OF WORKBOOK

Are you allowed from a company protocol perspective to have the IMAP protocol enabled? WorkBook only supports retrieving emails through that specific protocol. Contact your IT department or put them together with your Tangram consultant to make sure the right questions are asked.

If you <u>can</u> IMAP open we provided some examples from Office 365 and Google mail.

### IMAP Configurations

This is basic IMAP information on some of the most common IMAP providers:

### Office 365

|  |  |
| --- | --- |
| IMAP Server Address | ssl://outlook.office365.com |
| IMAP User Login | [username@domain.com](mailto:username@domain.com) |
| IMAP User Password | ****** |

[Settings for POP and IMAP access for Office 365 for Business or Microsoft Exchange accounts](https://support.office.com/en-us/article/Settings-for-POP-and-IMAP-access-for-Office-365-for-business-or-Microsoft-Exchange-accounts-7fc677eb-2491-4cbc-8153-8e7113525f6c)

### Google Mail

|  |  |
| --- | --- |
| IMAP Server Address | ssl://imap.gmail.com |
| IMAP User Login | [username@gmail.com](mailto:username@gmail.com) or [username@domain.com](mailto:username@domain.com) |
| IMAP User Password | ****** |

[Get started with IMAP](https://support.google.com/mail/troubleshooter/1668960)  
[Enable IMAP](https://support.google.com/a/answer/105694?hl=en)

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## GMAIL SETUP EXAMPLE 

We have created an example using a personal Gmail account. These actions are available for corporate accounts as well, as long as the user is performing these actions as an administrator.

We followed this guide [Link to IMAP setup](https://support.google.com/mail/answer/7126229)

- Navigate to your **Gmail inbox**
- Select **settings** > **see all settings **
- Select **forwarding and POP/IMAP **tab
- **Enable IMAP **under **IMAP access**

![image](media://a991d555-167d-497d-acd5-6f6fee52002c)


> ⚠️ Make sure you do not limit the number of messages in an IMAP folder (default)

### Create an App Password

- Once IMAP is enabled, created an app password

> 📝 The reason for this is to keep the security as high as possible. If your account is using 2-factor authentication, you’ll be required to do so

- Official Google link [to app passwords](https://support.google.com/mail/answer/185833)
- Navigate to [https://myaccount.google.com/](https://myaccount.google.com/)
- Select **security **in the left menu
- Scroll down under **signing in to Google**

![image](media://9eb56e6a-eaea-4830-9dd8-e9bebf95e0a5)


- Select **app passwords **and **generate a new password**

![image](media://24289063-7f4b-419c-934d-9ac720051a99)


- Once the password is **generated, copy it **(and make sure you don’t lose it for now!)

![image](media://bfc6fcf9-bb65-4da7-9544-b097e39ea4f2)


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## ACTIONS INSIDE WORKBOOK

Once you have your account created and ready with either an app password or the email password you’re ready to head into WorkBook to enter the details.

Make sure you’re an administrator user within WorkBook to perform the following actions:

- Navigate into **settings **> **advanced settings **> **agent setup**

![image](media://5e485a88-2204-40d9-b0f2-28d43423e1c9)


- Either:
  - Search for **IMAP **in the top search menu > select the **voucher hot IMAP agent** or…
  - Click the **create a new agent** icon > select the **voucher hot IMAP agent **> click **ok**

![image](media://316ff8b8-db29-44f1-852f-08cacbdf9150)


- Under the **scheduling **tab > create or alter the line to make to run every 5 minutes

![image](media://c14d5088-20d3-43ff-bfde-0d7ff04990f3)


- Navigate to** **the **parameter **> and **insert your information** - see the example table below.

| **Agent Parameters** | **Name** | **Value** |
| --- | --- | --- |
| 108 | WorkBook web address | Leave empty |
| 109 | user login for storage service | Leave empty |
| 110 | Password for storage service | Leave empty |
| 111 | IMAP server address | ssl:// imap Address |
| 112 | IMAP user login | Email or domain name |
| 113 | IMAP password | App password or password |
| 114 | IMAP Source folder (the folder that will be read from) | Inbox |
| 115 | IMAP Destination folder (the folder mails will be moved to, after read) | Inbox/Imported |
| 116 | Company | Select the company you want to import creditor invoices to |
| 117 | Send reply after import | Checkmark [ ]  
Tangram recommends not using this. |
| 118 | Description | Sender email and subject |

That’s it! 

Go to **finance & administration** module > **creditors **> **creditor invoices **to review the invoices.

![image](media://b6c63a33-95a6-4891-a933-fd439edc7a99)


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**Related articles**

> Macro (contentbylabel)