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Send Lancer’s email (notifications, invitations, documents) from your business’s own address through any SMTP server: Google Workspace, Microsoft 365, your host, or a transactional service.
Category: Email (“מייל”)
Connection: one for the whole organization, admins only

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What it does in Lancer

  • Team notifications always go out through SMTP.
  • Client email (quotes, documents, payment links, portal invitations) goes out through SMTP when it is the email default, or for members who haven’t connected Google or Microsoft.

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Connect

1

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under Email (“מייל”), find Business SMTP and click Connect (“חיבור”).
2

Get your credentials

Your email provider’s SMTP settings. With Google or Microsoft 365 mailboxes, use an app password.
3

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4

Finish

Click Test connection (“בדיקת חיבור”).
Only admins can view and change this connection.

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What you need

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string
For example smtp.gmail.com or your provider’s host. Must be a public host. In the app: “שרת SMTP”.
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string
Usually 587 (STARTTLS) or 465 (full TLS). In the app: “פורט”.
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string
The SMTP login. In the app: “משתמש”.
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string
The SMTP password or app password. Stored encrypted; leave empty to keep the stored one. In the app: “סיסמה”.
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string
For example Studio Name <no-reply@studio.co.il>. In the app: “כתובת שולח (From)”.
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string
Turn on for port 465. In the app: “TLS מלא (SMTPS)”.

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Good to know

  • Set SPF and DKIM for your domain at your email provider so mail from Lancer isn’t marked as spam.