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Version: 3.26

Automatic Email Import

This option allows a user to import rate tables from emails automatically. It means that the rate table data will be automatically updated by the data taken from a specified email box, using a defined template. To activate this tool, go to the Rate Tables → Parameters tab, enable the Automatic Email Import checkbox and fill in all the fields:

  • Data Source - Specify a data source (IMAP connection type only), where import files are located

  • Sender Match - Specify a sender name or email address for searching (works for multiple emails)

  • Subject Match - Define a regular expression for specific mail titles search

    note

    Sometimes, the mail servers return the email subject with new line symbols (\r\n). For such cases, the system removes these symbols before matching an email subject to any templates for automatic import.

  • Import Template - Specify an import template

Automatic Email Import checkbox

Creating Import Template​

warning

Please note that Automatic Email Import will not work without a specified Import Template.

The process of creating an Import Template is quite simple. First, you should import rates to a Rate Table manually at least once to create a template for the system.

During rates import, on the second step of the process, you need to specify a template name and click the Save Template button in the bottom left corner. After the import process will be complete, a new rate table template will be added to the templates list in a respective field.

Rates importing process. Step 2

info

If your vendor sends you zipped files, the system can unzip them during import.