The Job Email Importer allows for Customers to email their Job details to a specified mailbox and have Ascora automatically read and create a new Job based on the received information.
1. Job Email Import Configuration
Configuration for the Job Email Importer can be found in Administration → System Settings.
Ascora must be provided with the configuration of a specified mailbox to check for received emails throughout the day.
Enter mailbox details as specified and the information is usually provided by your Mail Provider so please check with them if you are unsure of any information required.
Note: The Importer can be turned on or off at any time by checking or unchecking the Job Importing checkbox.
2. Creating a Job Email Format
To create a new format, simply click the Create button.
The following window will be displayed where you can enter a name for the Format, a default Customer to add as the Job Customer, and the email address which will be sending the Jobs.
An Enable option is also available to quickly turn functionality on and off for a certain format. When the format is not enabled, any emails received from this email address will not be processed.
3. Creating fields for mapping
Once the format has been created, mappings for the Jobs fields can be created.
To add a new mapping, simply click Add New Record button to add a new row to the table below.
The table contains the following columns:
Field - use to select the Job Field that is to be mapped from the received email.
Token - use to specify the specific wording or terminology used in the email to describe the Field selected.
Has Multiple Lines - use to specify that the field may be separated over multiple lines of the email.
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