Zoho CPaaS for Frappe ERPnext

ERPNext (Enterprise resource planning) is an open source resource planning software that allows businesses streamline their processes like HR, manufacturing, supply chain, finance and procurement all from a single place. With unified activity view, businesses can tailor ERPNext to fit their unique business needs. Zoho CPaaS users building their business with ERPNext can send their transactional emails from the service. 

Integrating Zoho CPaaS's SMTP with ERPNext

To use Zoho CPaaS with ERPNext, you should create a new email account in the ERPNextSettings section. You will be adding Zoho CPaaS's SMTP credentials here, that will be used to send transactional emails. 

Before you begin, make sure you have access to your Zoho CPaaS's SMTP credentials. You can obtain your SMTP credentials from:

Zoho CPaaS >> Agent >> SMTP/API >> SMTP tab 

To add a new email account:

1. In your ERPNext account, go to ERPNext Settings > Email account.
   
2. Click on Add email account.
   
3. Fill out the following:
   1. Email address: FROM address created in Zoho CPaaS.
   2. Email account name: FROM name.
4. Enter the following details in the Authentication section:
   1. Select the Method as the Basic.
   2. Choose the Use different Email Id checkbox. Paste the username copied from your Zoho CPaaS account's SMTP section.
   3. Next, paste the SMTP password copied from Zoho CPaaS, in the Password section.
   4. This will connect your ERPNext account with Zoho CPaaS.
      
5. Next, you should configure additional SMTP settings. You can do this in the Outgoing Settings section:
   1. Choose the Enable outgoing checkbox.
   2. Choose one of the two certifications — SSL or TLS.
   3. Enter the outgoing server details. This will be the server name in the SMTP section of your Zoho CPaaS account.
   4. Next, you should enter the corresponding port values: SSL - 465, TLS - 587.
      
6. To use Zoho CPaaS's SMTP for all outgoing emails, check the Default outgoing checkbox. If you are using Zoho CPaaS for all the outgoing emails, then make sure you don't send any marketing emails as it can affect your transactional emails' deliverability.
7. Confirm your changes and select Save. 

You have successfully configured Zoho CPaaS with ERPNext.