SMTP & Email Sending

SMTP & Email Sending

Our SmartSync tool for Sage 200 is custom-built for the version of Sage 200 you use. Our process is as follows: 

  • We remote onto your Sage server to check the version of Sage 200 you use. 
  • We will attempt to connect to Sage using our test tool. 

To facilitate this you will need to provide someone from your IT team who can host a TeamViewer session and liaise with our Sage 200 specialist. 

Install Procedure
Once we have established we can connect to your Sage 200 system, we will want to fine-tune the mappings. It’s important any custom modules you use are highlighted to us, so we are aware of any issues that will affect invoices being created accurately.

The software will need to be installed under full admin rights as a Windows service is created. The Sage 200 client software will need to be installed in advance of the install. 

How it will work 
SmartSync will run as a Windows service. You should monitor this service to make sure it never stops. We will then set up to: 

  • Sync supplier regularly 
  • Sync coding regularly 
  • Post invoices from Zahara into Sage 200 as soon as they are set for export. 

Finance users may need to manually override sync settings from time to time. The interface for the application will reside on the server though so it’s typical for an IT team to provide assistance and help support this tool.

    • Related Articles

    • Add an Email Signature

      You can add an email signature to the emails being sent from Zahara such as Approval emails. You can also add a logo to the email signatures; this will likely be an image stored on your own website. Edit the template Head into Business Settings and ...

    • Whitelisting Zahara's Emails (via myzahara.net)

      Since your Email Service Provider likely uses some type of spam filter; we suggest that you add us to your trusted list of senders, also known as “Whitelisting.” You will need to whitelist myzahara.net as this will be the domain sending emails ...

    • Editing Email Templates

      Every email sent from Zahara (apart from the password reset email), has an HTML template that you can style to suit. These are found in Business Settings and the HTML Templates tab. By clicking into the templates above you can edit the wording and ...

    • How to create email forwarding into zahara office 365

      When using the Zahara Invoice Inbox, you have the choice of telling your suppliers to send invoices directly into Zahara or you can set up forwarding of invoices from your existing email account(s) into Zahara. This article assumes you use Microsoft ...

    • Sample Supplier email for youru New AP Automation System

      If you are about to deploy Zahara and would like to notify all of your suppliers about your new process, below is a sample of an email you might want to send. You can send this email in Zahara’s supplier’s module. Just head to Suppliers. From here, ...