Target Import - Mailbox Import

Mailbox
A simple way to autonomously import targets into Autologyx by emailing spreadsheets into a mailbox.

Step 1

Go to Admin > Targets > Target Import. This opens Target Import Step 1
Give the import a name, enter a description for future reference and select the Target Group from drop down that applies to the targets that will be imported. If there are different target groups, then separate target imports will need to be created.
Click Next Step.

Step 2

Click Choose File and select the file you wish to import. Select Import From Mailbox. Choose the applicable CSV Dialect – Read more about the file types and the dialect field here

Click Next Step

Step 3

All fields against the target group are displayed in rows. Each field presented in the import spreadsheet needs to be mapped to the corresponding field that already exists in Autologyx.

For each field, click Map Field and then select the corresponding data available from the spreadsheet. The pop up modal clearly presents the example data. This must be completed for each field, mapping all fields in a single Map Field does not work.

When fields are mapped, the Step 3 screen will look similar to the below. Check every field in the Ignore if Empty column, click Next Step when complete.

Step 4

This step requires a target field or multiple target fields to be selected as the identifier for an imported target.

For example if a target is imported with the target field email address set to test@test.com and then another import runs with another target with the same email address, should the system recognize that this is a duplicate record? If the answer is yes, then the email field needs to be moved into the box on the right side.

The Data Treated field contains 3 options, these options control whether records can be created or updated by the target import process.
Notify failures to field; If an import fails what email address should receive notification. Note this email address also receives successful import notifications.
Retries: If an import fails to import the targets, how many times should the system attempt a re-import?
Retry Interval: How many minutes should the system wait before trying a re-import.

Click Next Step

Mail Configuration

For this stage you may need to refer to your IT Manager or to the person/organisation who provides your IT Support as you will need some information about the nominated mailbox. Complete the fields as follows:
Suspend Mail Collection After X Attempts - enter the number of attempts you wish Autologyx to make to collect the data at any one time. If unsure, enter 3
Retry After Minutes - Enter the number of minutes you wish to elapse before Autologyx tries to collect the data after a failed attempt. If unsure, enter 30 
Inbox Type - Select Pop3 or IMAP as appropriate
Account Name - enter the mailbox user name
Host - enter the host name
Port - enter the port number
Use SSL - tick if your mail provider uses SSL
Password - enter the password associated with the mailbox
Collect Period - from the drop down menu select the frequency you wish Autologyx to collect data from the mailbox. Bear in mind how often your CSV file is downloaded to the mailbox. If this happens only once a day, there is no point selecting anything more regular than 1 Day.
Filter By Subject – Only import files from emails with this email subject
Filter By Sender – Only import files sent from this sender.

Send an email to the recipient mailbox with the import spreadsheet attached. Make sure any filters are being met.

Running a Target Import