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Enter mailbox details as specified and the information is usually provided by your Mail Provider Email provider so please check with them if you are unsure of any information required.
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Note: The Importer can be turned on or and off at any time by checking ticking or unchecking unticking the Job Importing checkbox box.
2. Creating a Job Email Format
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D. Click Save to Continue.
In this example we are are setting up an automatic job import for the emails coming from jmcptyltd@gmail.com and once imported, jobs will be added to customer JMC PTY Ltd.
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When you select Job And Quote in the field called Import As, you will need to set up a few more settings so that the importer can identify which emails will be imported as quotes and which ones will be imported as jobs. |
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Refer to the image below to complete steps A, B, C, and D when you choose to import the emails as Job And Quote.
A. If Ascora finds the text – is where you enter a key word or text which helps identify the information to be imported either as a job or a quote.
B. In the – is where you set up where to look up for the key word and the options are Subject Line and Document.
Subject Line – the email subject
Document – any part of the PDF or email body
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The table contains the following columns:
A. Field - use to select the Job Field that is to be mapped from the received email.
B. Token - use to specify the specific wording or terminology used in the email to describe the Field selected.
C. Has Multiple Lines - use to specify that the field may be separated over multiple lines of the email.
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D. Read Whole Line – reads the whole line, otherwise will read until the end token appears.
E. Has To Be Unique – if the information of this token is already added on a quote or job, the import process stops and end up not creating any quote or job, only applies to purchase order and client order number
F. End Token – a stop token when is reading a whole line.
An example below.
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