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Documents can be sent by email to an Outlook, O365 Microsoft 365 and IMAP inbox. DataBridge can be setup to be able to import these documents.

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  1. A (demo) subscription of DataBridge. To sign up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp

  2. A SuperOffice CRM login name with administrator rights

  3. An O365A Microsoft 365/Outlook or IMAP inbox to be used to send the documents to

  4. One or more documents to import

  5. A Manifest file. This is the file that contains the metadata (i.e. file names) needed to import other attachments as documents into SuperOffice.

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Here are some possible examples of how this functionality might be used. The options provided in the middle two columns are not exhaustive, with wildcards there are many ways of ensuring you get just what you need.

 

Attachments

Attachment name setting

Manifest contents

Remarks

No zips

MyManifest.xlsx

Doc1.txt

Doc2.doc

MyManifest.xlsx or

*.xlsx

Doc1.txt

Doc2.doc

 

All in one zip

MyZip.zip

MyZip.zip/MyManifest.xlsx or *.zip/MyManifest.xlsx

or *.zip/*.xlsx

MyZip.zip/Doc1.txt

MyZip.zip/Doc2.doc

Or

*.zip/*.txt

*.zip/*.doc

Since we have only one zip file and all the content files have unique extensions we can afford to be very non specific with our file locations

Multiple zips

Manifest.zip

Doc1.zip

Doc2.zip

Manifest.zip/MyManifest.xlsx

or Manifest.zip/*.xlsx

Doc1.zip/Doc1.txt

Doc2.zip/Doc2.doc

Or

Doc1.zip/*.txt

Doc2.zip/*.doc

Or

*1.zip/Doc1.txt

*2.zip/Doc2.doc

If there are multiple zip files then always make sure that file locations are specific enough to find the first one

Mixed files

MyManifest.xlsx

Doc1.zip

Doc2.doc

MyManifest.xlsx or

*.xlsx

Doc1.zip/Doc1.txt

Doc2.doc

Or

*.zip/*.txt

*.doc

Any combination of zipped and non-zipped files can be used as long as all locations are correctly specified.

‘Non-working’ scenarios 

Below are some examples of scenarios which may not work the way the user expects. All can be fixed by being more specific with file locations. 

 

Attachments

Attachment name setting

Manifest contents

Remarks

Manifest not well defined

Manifest.xlsx

Doc1.xlsx

Doc2.xslx

*.xlsx

Doc1.xlsx

Doc2.xlsx

Databridge may try to use one of the other xlsx files as the manifest. If so, the job will fail.

Document zip files not well defined

Manifest. xlsx

Doc1.zip

Doc2.zip

MyManifest.xlsx or

*.xlsx

*.zip/Doc1.txt

*.zip/Doc2.doc

Databridge will always attempt to use the first matching zip file.

 

In this case it might find Doc1.zip first. Doc1.zip/Doc1.txt will be correctly imported. Doc1.zip/Doc2.doc does not exist so this row will fail.

 

Multiple rows point to same file

Manifest.xlsx

Doc1.txt

Doc2.txt

MyManifest.xlsx or

*.xlsx

Doc?.txt

Doc?.txt

Each row will find the same file first. Rather than both txt files being imported, both rows will try to import the same file. The results of this will depend on the profile settings for handling duplicates.

How to

Start by creating a new import profile in DataBridge.

As a location choose Email (Office Microsoft 365 or IMAP), the destination is SuperOffice CRM
Note: Next to O365 Microsoft 365 accounts a free outlook.com account can also be used. IMAP enabled inboxes can also be used.

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