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.
Now you’re all set to expand your email import capabilities and enjoy a more efficient workflow!
