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Setup a Mailbox

The first thing you’ll need to do is create a mailbox when you login the first time. To setup a mailbox click on Settings -> Mail Boxes Once you have a mailbox created you can click on the copy button the email address as shown below: You can manually forward emails or utilize rules in Outlook or filters in Gmail to forward emails to the system automatically. Alternatively if have other software or providers that can send emails directly you can set those up to send directly to the new email created. Here are three helpful articles to show you how to forward from Gmail and Office 365/Outlook. Automatically forward Gmail messages to another account - Gmail Help (google.com) Turn on or off automatic forwarding in Outlook.com Use rules to automatically forward messages (microsoft.com) You can click on the copy icon next to the mailbox to copy the email address you just created. Once you send in some emails click on Data -> Inbound Emails. Then Click on the Subject of the email to view the contents of the email. Then click Add Parser at the top right as shown below to begin adding a parser for the email. There are a few steps that are required: 1 Name the Parser in the first field. 2. Put in an identifier. This helps us identify the email so we can parse the correct fields from it each time a new email comes through. 3. Select Data you want to parse. Only select the data, not the name of the field. 4. Field Transformer - Select at least one identifying field (something that is unique). Do not use “Date” field as an identifier. Typically you would use name, serial or tracking number etc. 5. Click on Test to verify the data is what you expect us to parse from the email. Then Click Submit. The system will prompt you for a data view to create.

Link to parser means that the data parsed is linked to this parser and not others in the table. Linked to mailbox means that this parser is only going to work in the mailbox you set it up on. If you have more than one mailbox you can opt not to check this box if this parser needs to work across multiple mailboxes. For example if you have a Dell Shipping notice that gets sent to multiple mailboxes, you may only want one parser. Once the parser is created you will see on “Data” screen a dropdown with the name of the parser where you can view the data. Data views are also used in notifications so you can target a data view to send notifications based upon your selections.