Inbox - Mail - Accounts - Create/Import/Export / Import From Profile Builder

Introduction

Accounts are used for the Mail section of Inbox. You can easily import and export your accounts via CSV format or import them directly from Profile Builder to Inbox.

Setup & Recommendations

• You can add many individual accounts or your main catchall/forwarded accounts.
• Most email providers require you to use an App Password to access IMAP.
• The setup for all providers is different, so we have created separate guides for various Providers. The guides are linked below.
  • Gmail
  • iCloud
  • Yahoo
  • AOL

Create (Basic Auth)

1. Navigate to the Accounts section of Inbox in Mail. When you hover over it, an icon that looks like a book with a person on it is titled Accounts.

2. Click on the File button at the top left of the view, then the Create button.

3. Select the Provider from the drop-down menu and click Next.

4. By default, accounts are created in the All Category. You can override this and specify a category name to have your account created into a unique category.

5. Specify the Email/Username for your account.

6. Specify the Password for your account. Most email companies require you to use an app password to connect to the IMAP server.

7. Optionally, you can specify an IMAP Proxy to use when connecting to the mail provider.

8. Optionally, you can exclude the account from mail syncing / displaying emails by enabling the Exclude from Emails View checkbox.

9. After configuring the Create Mail Account dialog, click the Save button.

10. Inbox will verify whether it can access the account and display a status message. If the Status shows Good, your accounts are set up correctly. If the Status shows Authentication Failed, please ensure your login details are correct. 

Create (OAuth2)

1. Navigate to the Accounts section of Inbox in Mail. When you hover over it, an icon that looks like a book with a person on it is titled Accounts.

2. Click on the File button at the top left of the view, then the Create button.

3. Select the Provider from the drop-down menu and click Next. (Currently, Inbox supports connecting to Outlook/Hotmail accounts through OAuth2.

4. By default, accounts are created in the All Category. You can override this and specify a category name to have your account created into a unique category.

5. Specify the Email/Username for your account.

6. Specify the Password for your account. When connecting via OAuth2, you need to use your regular/normal password.

7. If your account has 2FA enabled, you can input the 2FA Secret Key, and Inbox will automatically enter 2FA codes.

8. Specify a Recovery Email for the account. If you do not already have a recovery email added to your account, you should still specify one here. Inbox will automatically add the recovery email if Microsoft requires you to add one during login or unlocking your account.

9. After you use the OAuth2 Automatic/Manual Login Tool and your account is logged in, the Refresh Token will populate. You can use the Refresh Token to automatically log in to the account on other devices through Inbox.

11. Specify an IMAP Proxy you want to use when syncing mail and viewing your emails. We recommend using an IMAP proxy when logging into many accounts.

10. Specify a Browser Proxy you want to use when logging into/managing your Outlook/Hotmail account. We recommend using a Browser proxy when logging into many accounts.

11. Optionally, you can exclude the account from mail syncing / displaying emails by enabling the Exclude from Emails View checkbox.

12. After configuring the dialog, click the Save button. Your account will be added to the tableview.

11. You can log in to your accounts by selecting them, clicking the Tools button (or right-clicking the account(s)), Tools, and then selecting OAuth2 Automatic Login. You should choose the OAuth2 Manual Login option if your account requires information we don't automatically support during the login phase.

Import

1. Navigate to the Accounts section of Inbox in Mail. When you hover over it, an icon that looks like a book with a person on it is titled Accounts.

2. Click on the File button at the top left of the view, then the Import button.

3. By default, accounts are created in the All Category. You can override this and specify a category name to have your accounts created into a unique or existing category.

4. Click the blue spreadsheet icon. The file explorer will open, and you can select the CSV file you want to import. You can create a copy of the example format by manually creating one account and following the instructions below to export the account.

5. After configuring the Import Items dialog, click the Import button to add the accounts to Inbox.

Import From Profile Builder

1. Navigate to the Accounts section of Inbox in Mail. When you hover over it, an icon that looks like a book with a person on it is titled Accounts.

2. Click the File button at the top left of the view, then the Import button, and click the OAuth2 as Profile Builder Accounts button.

3. A dialog will appear. In this dialog, you can select the Outlook/Hotmail accounts you saved in the Account Credentials section of Profile Builder. 

4. Click the Import button after selecting your accounts to import the accounts to Inbox.

Export

1. Navigate to the Accounts section of Inbox in Mail. When you hover over it, an icon that looks like a book with a person on it is titled Accounts.

2. Select the accounts you want to export, then click the File button at the top left of the view and the Export button. Click the CSV option.

3. Click the Yes button to export the accounts you selected.

4. Click the Yes button in the Completed—Export Items dialog to view the exported accounts file location. The file explorer will open with your exported CSV file.