The email connector is a last-resort method when no other integration fits. Prefer application connectors, database connectors, or SFTP when you can.
Actuals can provide one or more mailboxes for your environment. Emails with attachments sent to those addresses can be imported automatically.
Requirements
- Attachments must be
.csv(various delimiters supported)
- Confirm max size and naming with your integration consultant
Setup
Contact your Actuals integration consultant to enable mailboxes and map them to Import sources.
In the new app
Once configured, watch resulting files under Import › Files and map them like any other CSV source.
Related
- User interface — manual upload alternative
- Actuals SFTP server — preferred file automation