Datarails email Integrations solution is a feature lets you seamlessly sync your data automatically using Datarails Fileboxes and scheduled emails. For more information contact our integrations team here.

How it works

1. You create an email scheduled report within your own system.
2. An email containing an Excel or CSV file attachment is automatically sent to the Datarails mailbox.
3. Datarails extracts the data from the file and inserts the Datarails Database.

Getting Started

1. Create a new Filebox in Datarails.
   • For the most up-to-date and complete instructions on how to create a new Filebox via the workspace or the Excel add-in, please go here.
2. Create a mailbox for your integration:
   • Go to Filebox > Settings.
   • Scroll to Upload via email.
   • Turn on the Allow upload via email option.
   • Copy the email address.

Test It

1. Create a new email. Don't forward an existing one.
2. Send a file to the new email address (#2 above). This email should contain a subject and an excel / csv file attachment.
3. A new version should be created on the Version tab.

It can take up to two (2) minutes until the synced version appears in the Versions list.

Updated July 29, 2024 11:06