To import emails into DataEngine, you first need to configure the available modules for email import. Here’s a simple guide on how to do this:
Prerequisites
Ensure you have set up an inbound mailbox. If not, please follow our guide on setting up an inbound mailbox.
Configuration Steps
Step 1: Access the Admin Area
- Navigate to the admin area of your DataEngine instance via the top navigation.
Step 2: Locate the Dropdown Editor
- In the admin area, find the Dropdown Editor under “Developer Tools” and click on it.
Step 3: Find the “record_type_display” Dropdown
- Search the list for the “record_type_display” dropdown. This is the dropdown you need to edit to add new modules for email import.
Step 4: Add a New Option
- Open the “record_type_display” dropdown.
- To add a new module, you need to know its internal module name. Find this by opening the module’s list view and looking at the URL. For example, in the URL
https://<your-instance>/index.php?module=core_Deals, “core_Deals” is the internal module name. - Add a new option by entering the internal module name as the “Item Name.”
Step 5: Assign a Display Label
- Specify the display label, as you want the module to appear in the import interface. In our example, the “Item Name” would be “core_Deals” and the display label would be “Deals.”
Step 6: Add Option and Save
- Click “Add” and save the updated dropdown list.
Additional Notes
- Verify Module Access for Import: After completing these steps, you should have access to the newly added module when importing emails.
- Add Multiple Modules: If you wish to add multiple modules, enter each one separately, click “Add” for each, and save at the end.
- Link imported emails to data records: To be able to link imported emails to the corresponding data records, you need to set up the appropriate workflows for each module. You can find detailed instructions here: Linking emails with other records in the DataEngine
Now you’re all set to expand your email import capabilities and enjoy a more efficient workflow!
