TabSentry - Features - Mail Credentials - Create / Import / Export

Introduction

You can add Mail Credentials to TabSentry to automatically scan your emails for OTP codes through IMAP. This will enable easy viewing and auto-fill access to streamline your workflow.

Setup & Recommendations

• The data in all Toolbox programs is secured and encrypted automatically. Given the sensitive nature of Billing and Credit Card information, you can further secure data in TabSentry with a Password Lock.
• Use categories to simplify organization.
• You can mass/bulk import your IMAP Mail Credentials via CSV format. If your IMAP Mail Credentials are already stored in one of our other applications, you can use the Transfer from Another App option to mass/bulk import your Accounts.
• Most Email Services require you to use an App Password to access your email through IMAP. Some services, such as Outlook, do not require you to use an App Password if 2FA is not enabled on the Account.

Create

1. Navigate over to the Mail Credentials section of TabSentry in Tasks. This section has an icon that looks like an envelope titled Mail Credentials when you hover over it.

2. Click on File and then Create. This will open the Create Provider Credentials dialog.

3. By default, Mail Credentials are created to the All Category. You can override this and specify a category name to have your Mail Credentials created in or use the dropdown to assign them to an existing category.

4. Specify which email provider you want to use in the Provider dropdown menu. If the provider you are using is not listed in the dropdown menu, select Custom.

5. Input your Account's Email/Username in the Email/Username field.

6. Input your account Password in the Password field. Most Email Services require you to use an App Password to access your email through IMAP.

7. If you selected Custom in the Provider dropdown menu on the left-hand side of the dialog, you can input details related to this provider. You can specify a Name, the Host, Port and select if the provider Requires SSL.

8. After configuring the dialog, click the Save button. Your Account will be added to the Mail Credentials table.

Import

1. Navigate over to the Mail Credentials section of TabSentry in Tasks. This section has an icon that looks like an envelope titled Mail Credentials when you hover over it.

2. Click on File and then Import. This will open the Import dialog.

3. By default, Mail Credentials are imported to the All Category. You can override this and specify a category name to import your Mail Credentials to or use the dropdown to assign them to an existing category.

4. If you want to import with a CSV File, click the blue spreadsheet icon and select your Mail Credentials CSV.

You can access our CSV template by clicking File > Export, which will export an empty CSV with the correct column headers.

5. After configuring the Import dialog, click the Import button. Your accounts will be added to the Mail Credentials table.

Export

1. Navigate over to the Mail Credentials section of TabSentry in Tasks. This section has an icon that looks like an envelope titled Mail Credentials when you hover over it.

2. Select the Mail Credentials you want to Export to a CSV from the table.

3. Click on File and then Export. This will open the Export dialog.

4. The Export dialog will appear, confirming you want to Export the selected Mail Credentials. Click Yes to continue. 

5. The Completion dialog will appear, confirming your Mail Credentials CSV was successfully exported. Click Yes to open the exported file(s) location.