Email Integration

You have to create and configure email profiles, either system-wide or per company.

Select the Setup emailing hyperlink in the Setup Options Program: IMPCFG program (Setup Options > System Setup > Connectivity).

The Setup emailing hyperlink launches the Emailing Profiles Program: IMPEPR program, which is now the exclusive location for configuring the modernized emailing functionality. All previous configuration points have been deprecated and are no longer accessible.

Follow these steps to create an email profile:

1. After updating to SYSPRO 8 2025:

   Install the SYSPRO Email Service using the SYSPRO Installer Application and ensure that the service is configured correctly and running.

2. Launch SYSPRO 8 2025 and navigate to the Setup Options > System Setup > Connector Gateway form within the Setup Options Program: IMPCFG program.

3. Select the Setup emailing hyperlink against the Email setup field.

   The Emailing Profiles Program: IMPEPR program is displayed.

   1. Within the Profile pane, proceed as follows:

      1. At the Profile toolbar field, enter the name of the new profile and press Tab.

         The toolbar buttons, windows and listview are then enabled.

      2. Enter the profile's description within the Description field.

      3. Use the Select provider hyperlink to select the required provider.

         The Profile settings section will be updated to display the fields associated with the selected provider.

      4. Within the Apply to field, indicate whether the profile should be applied system-wide or per company.

         If you select Company, the Select companies field will be enabled, from where you can indicate the companies to which the configured profile applies.

      5. Check the Enabled field to activate the email profile.

   2. In the Functionslistview:

      1. Select all the functions that require the current profile configuration.

4. Within the Profile settings pane:

   1. Complete all the relevant fields that are displayed once you have selected the provider:

      • SMTP Host name

      • Outgoing email address

      • User name

      • Password

      • Port

      • SSL

      Ensure to double check sensitive fields as you can't view these again after saving.

   2. If applicable, configure your delegate sender emailing by entering the following details:

      • Tenant ID

      • Client ID

      • Redirect URL

5. Save the email profile configuration.

The profile configuration is then immediately available to the SYSPRO Email Service.

You can either use an SMTP provider or the Microsoft Office 365 Emailing Provider (using Microsoft Graph API).

When setting up the email profile using the Emailing Profiles Program: IMPEPR program, you can select the functions linked to each email profile. These functions correspond with the business activities that require the email profile to send emails.

You can select one of the following functions when creating an email profile:

• Default

  This option serves as the default or standard profile standard profile and will be used when no specific profile is defined for an email function.

• System Administration

  This option applies to all system administration-related email functions, such as password recovery (forgot, reset, retry), multi-factor authentication (MFA), OData authentication, and similar administrative operations.

• User Interface

  This option covers all email functions initiated through the user interface, such as context menus and hyperlinks. Examples include emailing exports from grids or charts, sending configuration files (e.g., roles, settings, log files), and using email-enabled hyperlinks.

• Electronic Signatures

  This option includes all email functions triggered as part of an electronic signature process.

• All Reports

  This option covers all email functions associated with report generation and review programs.

• Document Flow Manager

  This option covers all email functions associated with the Document Flow Manager.

• All Documents

  This option serves as a default or standard profile that is used for all documents, e.g. statements, quotes, invoices, etc.

• Documents Remittance

  This option covers all document email functions associated with Accounts Payable remittance, such as AP check, EFT, and cashbook remittance.

• Documents Accounts Receivables

  This option covers all document email functions associated with Accounts Receivable statement print, AR dunning letters, discount notes, permanent entries, and AR invoices.

• Document Quotations

  This option covers all document email functions associated with Quotations (multiple columns, multiple lines, and single).

• Document Inventory Movements

  This option covers all document email functions associated with issues, purchase order receipts, stock receipts, transfers out, and RMA issues.

• Document Purchasing

  This option covers all document email functions associated with blanket contracts, and purchase orders (foreign and local).

• Document Quality

  This option covers all document email functions associated with purchase order inspections, and include PO rejections, PO scrap, factory documentation, WIP inspection, and WIP scrap.

You need the following:

• A Microsoft Graph Delegate Sender Provider (for UI emailing)

• A Microsoft Graph Direct Sender Provider (for application level emailing)

The following things are important to remember when setting up the application registration:

• Redirect URL

  SYSPRO supports two platform types for Delegate email provider:

  • Public client/native

    Use this for the SYSPRO Desktop version. The redirect should be https://localhost.

  • Single Page Application (SPA)

    Use this for the SYSPRO Web UI (Avanti) version. The URL entered here must be the URL the users would use to access the WebUI page (HTTPS required).

• Type Of Permissions

• Permissions Required

  Select Delegated Permissions for the Delegate email provider. The following permissions are required:

  • Contacts.Read *

  • Mail.ReadWrite

  • Mail.Send

  • User.Read

  • User.ReadBasic.All

  Select Application Permissions for the Direct Sender email provider. The following permissions are required:

  • Mail.Send

  • User.Read.All *

  • Group.Read.All *

  • OrgContact.Read.All *

  • Address Book lookup

  • When using Delegated permissions, the first authentication attempt must be approved(consented) by the systems administrator.

  • When using Application permission, the system administrator has to grant consent while setting up the permissions.

Once this is set up, the following keys (obtainable from the Overview screen on the Azure App registration) must be saved against the email profile using the Emailing Profiles Program: IMPEPR program:

• Application (client) ID

• Directory (tenant) ID

• Redirect URL (for the delegated provider only)

Additionally, the Direct Sender Provider requires a valid From Email Address setting to be saved against the email profile.

1. After updating to SYSPRO 8 2025:

   Install the SYSPRO Email Service using the SYSPRO Installer Application and ensure that the service is configured correctly and running.

2. Launch SYSPRO 8 2025 and navigate to the Setup Options > System Setup > Connector Gateway form within the Setup Options Program: IMPCFG program.

3. Select the Setup emailing hyperlink against the Email setup field.

   The Emailing Profiles Program: IMPEPR program is displayed.

   1. Within the Profile pane, proceed as follows:

      1. At the Profile toolbar field, enter the name of the new profile and press Tab.

         The toolbar buttons, windows and listview are then enabled.

      2. Enter the profile's description within the Description field.

      3. Use the Select provider hyperlink to select the required provider.

         The Profile settings section will be updated to display the fields associated with the selected provider.

      4. Within the Apply to field, indicate whether the profile should be applied system-wide or per company.

         If you select Company, the Select companies field will be enabled, from where you can indicate the companies to which the configured profile applies.

      5. Check the Enabled field to activate the email profile.

   2. In the Functionslistview:

      1. Select all the functions that require the current profile configuration.

4. Within the Profile settings pane:

   1. Complete all the relevant fields that are displayed once you have selected the provider:

      • SMTP Host name

      • Outgoing email address

      • User name

      • Password

      • Port

      • SSL

      Ensure to double check sensitive fields as you can't view these again after saving.

   2. If applicable, configure your delegate sender emailing by entering the following details:

      • Tenant ID

      • Client ID

      • Redirect URL

5. Save the email profile configuration.

The profile configuration is then immediately available to the SYSPRO Email Service.