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Configuring 2-Step Verification & Creating App-Specific Password

Learn 2-Step verification & creating app-specific password to configure Gmail as the outgoing server
S
Shreya Kulkarni
23 Feb, 2022 - Updated 4 months ago
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Create App-Specific Passwords with Gmail

When you configure Gmail as the email outgoing server for Vtiger CRM, you may encounter an SMTP connection failure error in the CRM’s Email Settings page.

To avoid the ‘SMTP connect() failed’ error in your CRM you need to create an app-specific password for your Gmail account. In this article, you will learn about configuring a two-step authorization process that includes creating app-specific passwords. 

​​​Creating App-Specific Passwords

This process consists of two steps:

  • Step 1: Going to the Email Settings page in the CRM
  • Step 2: Create App-Specific password

Step 1: Going to the Email Settings page in the CRM

Once you select the Server Type as Gmail under Mail Server Settings (SMTP) on the Email Settings page you will be provided with an optionCreate App-Specific password’. You will have to create an app-specific password to configure Gmail as the email outgoing server for Vtiger CRM.

Step 2: Create App-Specific password

Using app-specific passwords is a secure method of enabling Gmail as the outgoing server.

To create an app-specific password, you will have to first enable the Gmail 2-step verification process:

Step 2: Enabling 2-Step Verification

Follow these steps to enable the 2-Step Verification for your Gmail account:

  1. Login to your Gmail account.
  2. Click your Profile icon.
  3. Click Manage your Google Account.
  4. Select Security on the left-hand side of the screen. You will be directed to the Gmail Security page.
  5. Look for Signing into Google.
  6. Click 2-Step Verification. You will be directed to the 2-Step Verification process.
  7. Click Get Started. You will be directed to the Gmail verification screen.
  8. Enter your Gmail password.
  9. Click Next.
  10. Under Let’s set up your phone, enter your phone number.
  11. Choose the method you want to get the code:
  • Text message or Phone call
  1. Click Next.
  2. Enter the verification code that you have received on your given phone number (or email).
  3. Click Next.
  4. Click Turn On.

You have now successfully turned on the 2-Step Verification for your Gmail. The 2-Step Verification field will now show as enabled on the Security page on your Gmail.

Step 2: Create App-Specific password

Note: 

Once the 2-Step Verification field for your Gmail Account is enabled. The App passwords field will appear under Security settings on your Gmail.

Follow these steps to create app-specific password for your Gmail account.

  1. Login to your Gmail account.
  2. Click the Profile icon.
  3. Click Manage your Google Account.
  4. Select Security on the left-hand side of the screen. You will be directed to the Gmail Security page.
  5. Look for Signing into Google.
  6. Click App passwords. You will be directed to the Gmail verification screen.
  7. Enter your Gmail password.

Or

  1. Go to Mail Server Settings (SMTP)
  2. Click Create App-Specific password. You will be directed to your Gmail login screen.
  3. Login to your Gmail account.

  1. You will be directed to the 'App passwords' screen.

  1. Select the app and device you want to generate the app password for.

  1. You will be directed to the ‘Generate app password’ window where the app password is generated.
  2. Copy the generated app password.
  3. Click Done.
  4. Go back to Mail Server Settings (SMTP) on the Email Settings page on CRM.
  5. Paste the generated app password in the Password field.

You have now successfully Created App-Specific password for your Gmail account.

You will now be able to successfully select Server Type as Gmail and configure it as the email outgoing server for Vtiger CRM.
 

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