Importing data from email attachments
The DataSet via Email connector is used to acquire data from scheduled email attachments (Excel or CSV files) when source system APIs or other direct access paths are not available. Using the append option, each upload is added to the dataset, creating a historical record that enables trend analysis. The connector generates a unique email address that is associated with the dataset. After the email address is created, you can send an email with the attachment to that email address and the connector will process the email and update the dataset accordingly.
To use the email connector, follow these steps:
- Click on the DATA main menu item.
- Click on the CLOUD APP menu item.
- Search for
email
. - Click on the DataSet VIA Email tile.
- Click the CONNECT button in the tile.
- Click the GET THE DATA button in the upper right to go to the Details section of the connector setup wizard.
- Click the orange COPY EMAIL button.
- Save...