Zoho Mail - Connecting Outlook Classic to Your eXp Email Inbox (eXp UK only)

Zoho Mail - Connecting Outlook Classic to Your eXp Email Inbox (eXp UK only)

Info
The instructions in this article only apply to eXp UK agents with Zoho Mail accounts.  

Info
To set up Outlook Classic you'll need to create an application specific password first to properly connect to the email server.  This article will cover:
  1. Setting up IMAP Connections in Your eXp Email for Email Client Connections
  2. Creating an Application Specific Password
  3. Connecting Outlook Classic to Your eXp Email Inbox

Alert
Outlook Classic is a paid desktop version of Outlook. The instructions provided below do not apply to New Outlook or the free versions of Outlook for Windows and Mac OS.

Preparing your Zoho Mail Inbox for Connecting to Outlook

Before connecting Outlook to your email account you'll want to ensure IMAP connections are enabled for your account and optimize setting for IMAP connections. Follow the steps below to complete that process.

1. Log into your Okta account account at https://exprealty.okta.com and click the Zoho Mail tile. This will take you to your Zoho Workplace Dashboard.


2. Once on the dashboard click Mail in the top bar or in the mail widget to get to your Zoho Mail dashboard.


3. Once in your Zoho Mail dashbaord, head to the settings menu by clicking the gear icon  on the top right.


4. Once in the settings menu scroll down in the left side bar and click Mail Accounts to open the related configuration menu to the right. At the top of the configuration menu you'll see tabs labeled: General, POP, IMAP, SMTP and Forwards. Click IMAP to show the related settings. 

Here you'll need to place verify a check is placed in the box next to 'IMAP Access' and 'Auto-Expunge Emails'. This will ensure actions taken on your email account such as creating folders or deleting emails are mirrored across all application including webmail.  

Alert
To allow syncing of previoulsy archived emails with your email client place a check for 'Include Archived Emails' directly below the Auto-Expunge Emails option. 

Once your've selected the required IMAP settings, click Save at the bottom to complete the setup for IMAP connections to your eXp provided email account.



Creating an Application Specific Password

Your Zoho Mail account is accessed by using the eXp Passport login creditials tied to your Okta profile. However, Outlook Classic isn't able to connect to Okta for account verification, so you'll need to create an appliation-specific password for Outlook to be authenticated by the server. When using an app-specific password the Zoho Platform will recognize the created password and allow your chosen application to bypass the Okta verification.

Follow the steps outlined below to create an application specific password for use with Outlook.

1. From your Zoho Workplace / Mail account, click the user profile icon on the top right to reveal the user profile menu.


2. From the user profile menu select 'My Account'. You may be requested to verify your identity before you can access the necessary menus. If so click the SAML button highlighted in the image below to be redirected to the Okta login page where you can enter your the required password.

Info
If you don't get the security prompt below after clicking 'My Account' in the profile menu skip to step 3.

2a

2b

3.  Once you've accessed your zoho account configuration page, click Security in the left sidebar to open the submenu and then click App Password below. You'll see the Application-Specific Passwords box to the right. Click the Generate New Password button to begin creation of a new app specific password. 


Enter 'Outlook' in the box for the app name so you can distinguish this generated password from others. This will ensure you don't delete the incorrect password should you need to recreate it. Once you've entered the app name for the associated password being created, click Generate.



You may see a prompt appear above asking you to verify yourself as shown in the image below. If you do, click the hyperlinked words 'click here'. You'll be prompted to verify your account via your Okta login before you can continue just as shown above.

4. Once you've verified your account, you'll be returned to the previous screen with your application specific displayed. Left click on'Click to Copy' to save the password to your clipboard. Before closing the window paste to notepad or another doc where you can retrieve the password for later use. 

If you choose to manually copy the password please note that the spaces displayed visually in the password are to be omitted when entering the password in the chosen application.

Alert
Once you close the window displaying your app-specific password, you will not be able to view it again. If you did not save it for future reference and it has been removed from your computer’s clipboard, you’ll need to delete the existing password by selecting the trash can icon to the right of the application name. Once you've deleted the password return to step 3 of this section and create a new app password.

 

You have completed the creation of the required app specific password for Outlook. To complete the setup proceed to "Connecting Outlook to Your eXp Email Inbox" below.

Connecting Outlook Classic to Your eXp Email Inbox

Alert
Outlook Classic is a paid desktop version of Outlook. The instructions provided below do not apply to New Outlook or the free versions of Outlook for Windows and Mac OS.

1. Open Outlook Classic and select File > Add Account.



2. Enter your expuk.com email address and click Connect.


3. Enter your application specific password you created for Outlook earlier and click Connect.


4. Once your setup is complete click Done.


5. Success! Outlook Classic set up has been completed.




For additional assistance with the process in this article or help with other questions, you can reach out to eXp Technical Support at support@exprealty.net.

Server Settings

Info
We are aware that some agents may choose to use email client applications other than Outlook. Set up for most email client software will be similar, aside from steps specific to Outlook outlined in this article. Just follow the steps to enable IMAP on your exp email account, create an app-specific password and use the server settings below to try setting up your email client of choice.

IMAP Incoming server:  imappro.zoho.eu
IMAP Incoming server port:  993
Secure connection type:  SSL/TLS

SMTP Outgoing server:  smtppro.zoho.eu
SMTP Outgoing server port: 465
Secure connection type:  SSL/TLS

For additional assistance with the process in this article or help with other questions, you can reach out to eXp Technical Support at support@exprealty.net.