Setting up Sendgrid SMTP Email in ERPNext

SMTP, or simple mail transfer protocol, is a quick and easy way to send email from one server to another. SendGrid provides an SMTP service that allows you to deliver your email via our server instead of your client or server. ERPNext comes built-in with a configured email client so that you can send and receive emails in ERPNext and append them to documents if required.

Integrating SendGrid's Web API

SendGrid’s SMTP API allows developers to specify custom handling instructions for e-mail using an X-SMTPAPI header inserted into the message.

Step 1: You need to create an API key to authenticate your application. In this case, ERPNext. Learn more about integrating SendGrid with SMTP here

Click on SMTP RelayScreenshot 2024-06-01 at 12.44.17 PM

Generate an API KeyScreenshot 2024-06-01 at 12.44.33 PM

Step 2: Once your API key has been created, you need to configure it in your ERPNext account > Create a New Email Account.

Email Address: Your Email Address

Service: Select "SendGrid"

Check "Use Different Email ID"

Alternative email ID: apikey

Password:

Outgoing server:

Port:

Screenshot 2024-06-01 at 12.44.45 PM

For SSL connections, uncheck the "use TLS" optionScreenshot 2024-06-01 at 12.45.14 PM

Now save this information and you have successfully configured the SendGrid SMTP Email in ERPNext.

Power to you!




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