Overview
Source files can now be sent by email to an Outlook inbox. DataBridge can be setup to be able to import these files.
Note: Available in preview for selected customers, please contact support
How to
Start by creating a new import profile
As a location choose Email (Office 365), the destination is SuperOffice CRM
Note: Next to O365 accounts a free outlook.com account can also be used.
As from Release 112 (30-04-2021) source files can now be sent by email to any IMAP-enabled inbox. Available in preview for selected customers.
IMAP
IMAP settings (hostname, port, requires SSL) can easily be found online for popular email providers. For private email servers, like Microsoft Exchange Server, the sysadmin should be able to provide these settings.
IMAP must be enabled. Depending on the email provider, it may or may not be enabled by default.
Gmail has extra layers of security.
“Less secure apps access“ must be enabled: https://support.google.com/accounts/answer/6010255
Gmail might still block the connection in spite of this setting being enabled, and require the following extra step from users: https://accounts.google.com/b/0/DisplayUnlockCaptcha
In any case, check the troobleshooting guide: https://support.google.com/mail/answer/7126229?hl=en-GB#zippy=%2Ci-cant-sign-in-to-my-email-client
Known issues
Special characters & and ! are not properly supported by Gmail in the email subject and their use should be avoided. https://stackoverflow.com/questions/9589583/imap-search-header-command-failing-when-search-text-contains-exclamation-mark
In the Configure Profile page of the configuration wizard you need to connect to your Office 365 account and authorize DataBridge to access your inbox.
Click Connect, login with your Office 365 account and allow the permissions.
In the Data Location section you need to fill out the Subject of your email and the attachment name. This way DataBridge can retrieve the file.
Note: Wildcards can also be used in the attachement name. (Single characters ‘?' and multiple characters '*’
In case the file cannot be found you will see this message when you want to continue to the next page in the configuration
When the connection and authorization are succesfull and when the subject and attachment name are filled out correct you can continue with the configuration wizard.