Outlook and Office 365

Use these steps to add an Outlook email account to Outbase via IMAP/SMTP connection.

Connect via IMAP/SMTP

Check that IMAP/SMTP is enabled on the account

When connecting an Outlook account using SMTP, you have to make sure the correct SMTP and IMAP server settings are enabled. To check this is enabled on your Outlook or Office 365 account, follow the steps below:

1. Open or sign in to your account here. 2. Select Settings (the gear icon) from the top menu, then click View all Outlook Settings. 3. From the pop-up select Mail > Sync email. 4. Under POP and IMAP, select Yes under Let devices and apps use POP. 5. Click Save.

For more information on IMAP and SMTP settings from Microsoft, click here.

Connect via Microsoft

Connecting your Outlook and Office 365 accounts is now easier than ever. From Email Accounts, go to Email Accounts Manager and click Add Email Account.

Simply click the Sign in with Microsoft button, then log in to your Outlook account or select the desired account.

Click 'Allow' after reviewing the required permissions. Once the connection is established, you will be redirected to the Email Account Settings page where you can customize your email preferences.

Add Outlook or Office 365 account

In the Account Settings, input the email account holder’s name, email, and either:

  • the account password, if two-step verification is disabled on the account (see the Turning Two-Step Verification Off section by clicking here).

  • an app password, if two-step verification is enabled on the account (see the Generating an App Password section here).

Outbase automatically adds the SMTP/IMAP information most commonly used by Outlook and Office 365, but if this isn’t working you may need to check the Microsoft Support Center, by clicking here.

Turning Two-Step Verification Off

If you have two-step verification turned on on your account, but want to connect quickly and easily to Outbase, you can do this by turning two-step verification off on your account, and then simply using your email password to connect to Outbase. To turn two-step verification off:

1. Go to the Security basics page of your Outlook account by clicking here and signing in. 2. Click Advanced security options. 3. Under Additional security you will see Two-step verification is ON - click Turn off and then confirm Yes to the pop-up asking if you are sure you want to do this. 4. You can now enter your Outlook account password into the password field in Outbase Account Settings. 5. In General Settings on the right, you can assign the account to another user if needed, as well as adjust maximum emails sent daily and average delay between sends. These default to 500 and 50 respectively - which is our recommended settings. 6. When you're finished, head to the Test Connection section of this Guide to check your email account is connected and ready to go!

For more information on two-step verification from Microsoft, click here.

Generating an App Password

To create an app password you will first need to enable two-step verification (also known as two-factor authentication or multi-factor authentication) on your account if you don’t already! Two-step verification is an extra layer of security to your account in case your password is stolen or your account is compromised.

To turn on 2-Step Verification:

1. Go to the Security basics page of your Outlook account by clicking here and signing in. 2. Click Advanced security options. 3. Under Additional security you will see Two-step verification is OFF - click Turn on and then follow the on-screen instructions.

For more information on two-step verification from Microsoft, click here.

Once two-step verification is enabled, you will be able to create an app password.

To create an app password:

1. Go to the Security basics page of your Outlook account by clicking here and signing in. 2. Click Advanced security options. 3. Under App passwords, select Create a new app password. A new app password is generated and appears on your screen. If you don’t have this option, it might be because:

  • Two-step verification is not set up for your account - see above for steps on how to turn this on.

  • Your account is through a work, school, or other organization - you will need to contact your Outlook IT Administrator to enable this setting.

4. Copy and paste the app password into the password field in Outbase Account Settings. 5. In General Settings on the right, you can assign the account to another user if needed, as well as adjust maximum emails sent daily and average delay between sends. These default to 500 and 50 respectively - which is our recommended settings. 6. WWhen you're finished, head to the Test Connection section of this Guide to check your email account is connected and ready to go!

If you're having difficulties, or require some additional support, reach out to us directly through the chat box in Outbase or email us at support@outbase.com.

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