Connect your e-mail provider

ASTRO sends your company's quotes, invoices, statements, payment reminders and notifications through your own account at an e-mail provider. Each company brings its own account and key; ASTRO has no shared account to fall back on. Without a verified connection, nothing is sent.

Before you start

In your provider's account, prepare a key or password that may send mail, and a from address the provider has confirmed: either the address itself, or an address on a domain you authenticated there.

  • SendGrid: an API key with Mail Send and read access to Sender Authentication.
  • Amazon SES: an Access key ID and Secret access key allowed to read the account, read identities and send, the Region, and the address or domain verified in that region. To mail customers, the account must be out of the SES sandbox.
  • Postmark: a Server API token and an Account API token (reads sender signatures), and a confirmed sender signature or verified domain.
  • Mailgun: an API key, the Sending domain verified in Mailgun, and its Region (US or EU).
  • SMTP server: the SMTP host, Port, Security (StartTls or ImplicitTls), User name and Password of a mailbox or relay allowed to send as your from address.

Connect

  1. Open Company settings and scroll to Email sending.
  2. Choose the Provider. The fields below change to what that provider needs.
  3. Fill in the fields and the From address.
  4. Select Verify and save. ASTRO checks the details with the provider without sending anything, and saves only if the check passes. The status then says Verified.

If the check fails, the card says why (for example that the key cannot send, or that the address is not confirmed) and saves nothing. Fix it at the provider and try again. SMTP cannot confirm a from address without sending, so the first real e-mail proves it.

Keys are never shown

Once saved, a key or password is never shown again, to anyone: the card shows only its last four characters and the date it was set. To change it, select Replace key, type the new one and select Verify and save; Keep the saved key cancels. Never paste a key into a note, a ticket or an e-mail.

Check, change or remove the connection

  • Verify checks the saved connection again, for example after you changed something at the provider. A connection that fails its check shows Failed with the reason, and sends nothing until it passes again.
  • Choosing another provider replaces the stored details completely.
  • Remove deletes the stored key after you confirm. From then on your company sends no e-mail until a new connection is verified.

When no connection is set

  • Quotes, invoices, statements and reminders are not e-mailed. Screens that send mail say that an e-mail provider must be connected on Admin → Company.
  • Notifications stay in the app only; the Notification e-mail card says so.
  • Nothing else stops working: you can still create, download and print every document.

Brands

Each brand sends from your connection with its own sender name and, once the provider confirms it, its own from address. A brand can also have its own connection to a separate provider account.

Related