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Email Server Configuration Help

Email Server Configuration Help

Use this information when setting up the Excel Email Manager.

Be sure to get build 2.55 or newer. Check your build number against the latest available build here: Get the latest build.

This page includes specific information for popular email providers.


When using gmail, enabling the ‘less secure apps’ preference is required. The option had been removed from free gmail accounts, but remains available for Workspace accounts.

If you get the error, “Invalid login: 535-5.7.8 Username and Password not accepted“, it may mean less secure apps is not enabled.

The option must first be enabled at the admin/account account level, and then can be enabled for individual mailbox/email addresses:



Office365 &

Enter your Microsoft username and password – the same one you use to login at or

Enter the email address of the hosted email account you’ll be sending from. Sometimes this is the same as the MS username, and sometimes it’s a different address.

Connection Errors

For Office Exchange, if you and you get an error that says 5.7.139 Authentication unsuccessful, SmtpClientAuthentication is disabled for the Tenant, it means your email account is set up to refuse SMTP clients – even when using an SSL connection.

If you get 5.7.139 Authentication unsuccessful, the request did not meet the criteria to be authenticated successfully, it may also mean you need to enable SMTP Authorization

Per Microsoft, you may get the authentication errors above if SMTP is not enabled for your mailbox. Per MS, SMTP Authorization is disabled for organizations created after January 2020 but can be enabled per-mailbox. For steps, see Enable or disable authenticated client SMTP submission (SMTP AUTH) in Exchange and Microsoft 365.

Also, see Microsoft’s advise for other possible security settings that might impact the connection:


Create and use an App Password:
  • Log into your yahoo account.
  • Hover your mouse over your account name in the upper right corner and then click Account Info on the popup that appears.
  • Click Account Security.
  • Click Manage App Passwords. A popup window will appear.
  • Select Other App from the bottom of the app list and then enter “BRC email” or similar for the app name (it doesn’t really matter) and then click Generate.
  • Copy the resulting password and then paste it into the Excel Email Manager’s Email Configuration window in the password field.

Use only a Reply To email address. Leave the field blank or use the same email you’re sending from.