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
- You create an email scheduled report within your own system.
- An email containing an Excel or CSV file attachment is automatically sent to the Datarails mailbox.
- Datarails extracts the data from the file and inserts the Datarails Database.
Getting Started
- 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.
- 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
- Create a new email. Don't forward an existing one.
- Send a file to the new email address (#2 above). This email should contain a subject and an excel / csv file attachment.
- 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.
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