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Import files via Email

Updated

Nanonets can automatically import files that you receive as attachments on your email to the required model.

 

How does this work?

Each Nanonets Workflow has a unique receiving address. When an email is sent to this address (either directly or by forwarding), that email is processed by that Workflow.

The receiving address looks like this:

Email.png

How to set this up

  1. Go to your Workflow and navigate to the Import section within Workflow setup

    Importing Email Attachments into Nanonets Workflow - Step 2.png

  2. Click on Browse Import options

    Importing Email Attachments into Nanonets Workflow - Step 3.png

  3. Choose Import from Email option from the modal

    Importing Email Attachments into Nanonets Workflow - Step 4.png

  4. Once the block is added to your workflow, click on it to modify and complete setup

    Importing Email Attachments into Nanonets Workflow - Step 5.png

  5. Optional - Select the necessary settings (Import attachments or body or both)
    Importing Email Attachments into Nanonets Workflow - Step 6.png

  6. Copy your unique receiving address and try this out by sending your first email!

    Importing Email Attachments into Nanonets Workflow - Step 12.png

Send your first email to the Workflow

  1. Paste the receiving address in the "To" field in your Email composer, attach your file if any, and Send the email

    Import Invoice Data Using Nanonets Web Application - Step 8.png

  2. Go to Extract data and wait for a few seconds till your Email is processed

    Import Invoice Data Using Nanonets Web Application - Step 10.png

 

How to automate Import via Email

Set up auto-forwarding to the unique receiving address so that you don't need to manually send an email each time.

Set up auto-forward for Gmail

  1. On your computer, open Gmail using the account you want to forward messages from. You can only forward messages for a single Gmail address, and not an email group or alias.
  2. In the top right, click Settings Settings and then See all settings. 
  3. Click the Forwarding and POP/IMAP tab.
  4. In the "Forwarding" section, click Add a forwarding address.
  5. Enter your unique receiving email address here
  6. Click Next and then Proceed and then OK.
  7. A verification message will be sent to that address. Click the verification link in that message. (You will receive this code from us in your Inbox)
  8. Go back to the settings page for the Gmail account you want to forward messages from, and refresh your browser.
  9. Click the Forwarding and POP/IMAP tab.
  10. In the "Forwarding" section, select Forward a copy of incoming mail to.
  11. Create a filter for the type of emails to send to Nanonets. 
  12. At the bottom of the page, click Save Changes.

 

Set up auto-forward on Outlook:

https://support.microsoft.com/en-us/office/turn-on-automatic-forwarding-in-outlook-on-the-web-7f2670a1-7fff-4475-8a3c-5822d63b0c8e

 

Advanced settings and FAQ

Email metadata

Select fields under Add email metadata in Advanced settings to capture email metadata like receiver email, forwarded by email, timestamp, subject

Importing Email Attachments into Nanonets Workflow - Step 10.png

File processing settings

Merge your email body and attachment into a single file, and choose to merge multiple attachments into a single file based on your requirements.

Importing Email Attachments into Nanonets Workflow - Step 11.png

 

What is the encryption supported by Nanonets in emails?

Nanonets uses TLS to encrypt emails in transport. This provides security to all emails in transit.

Does Nanonets provide support for PGP or S/Mime encryption? Not currently

 

Where can I see Logs of Email imported?

https://support.nanonets.com/hc/en-us/articles/26399116304785-Email-Run-History-Log

 

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