System options: Connections [in-depth guide] – Workamajig

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Menu > Admin/manager > System setup > Account information > Connections

The connections portion of the system setup is here to connect with other systems via the interface.

For a full list of 3rd party apps we integrate with, please refer to the Integrations [guide] for more info.

Emails

Incoming emails

This is where you set up an 'incoming email address' to get reply emails back into Workamajig. This is a unique email address for your domain. Do NOT use the current user's mailbox for this purpose.

For more on this, please refer to the Connections: Inbound/Outbound Mail Settings [guide].

Outbound emails

System email - Default: blank: Must use a legitimate email address that is connected to your company's domain. This can be the first step in filtering for email recipients. By default, outgoing emails will be shown to be coming from the sender's email address but the mail server domain will be from Workamajig. Many email security appliances will flag this as SPAM. You can filter to the defined system email you have set up to override the SPAM designation. This system email address will only be used where the sender is not a clear person, such as notifications.

Force system email - Default: unchecked: If checked, all outbound emails will use the System email field as the From: address. This includes conversations. If this box is checked and the System email is left blank, all emails will come from system@workamajig.com. Again, this may assist in filtering Workamajig-based emails for recipients.

Standard email footer - Allows you to enter a blurb/disclaimer that is embedded at the bottom of every email sent out of Workamajig.

SMTP settings

Allows you to send emails directly from your mail server. Only populate this if you are an email administrator or IT professional. This feature requires your mail server's connectivity to always be up.

For more info, please refer to the Connections: Inbound/Outbound Mail Settings [guide].

NOTE: This is for companies hosted on a Workamajig-hosted server. If you are hosting your own Workamajig server, then this is set up at the server level, behind the scenes.

DKIM

While not an option in the UI. If your IT would prefer to connect to your mail server using a DKIM authentication, then please email support@workamajig.com with the domain(s) to use.

File server

NOTE: This is hidden by default.

You can connect to other file server types for the storage of files.

For more info, please refer to the File storage options [guide].

API

Used for connecting to reports and other data points via our API.

For more info, please refer to the API overview [guide].

Single sign-on

Allows you to connect to your SSO.

For more info, please refer to the Single sign-on [guide] guide.

Banking

Credit Card Client billing

Used for billing your client's credit cards and/or allowing your clients to pay the invoice online.

For more info, please refer to the Client invoices > Charge client credit card [in-depth guide].

vCard setup

Used for various methods to pay your vendor invoices.

For more info, please refer to the CSI VCard [in-depth guide].

ACH Client Billing

Used for billing your client's bank account via an ach connection.

For more info, please refer to the Client invoices > Allow client to pay online by CC and/or by ACH [in-depth guide].

Plaid connections

Allows you to connect to and download your company credit card transactions.

For more info, please refer to the Plaid connection [in-depth guide].

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