I clearly remember the great benefit of having document libraries and custom lists email-enabled in SharePoint 2007-2016. It took a little bit of work to get Microsoft Exchange and SharePoint talking to one another, but once working, the ability to send email to SharePoint lists and libraries worked a dream.
Being able to simply forward a document, directly as you received it from a colleague or customer in Outlook, made it far easier than having to navigate to SharePoint and manually uploading the document. One annoyance was the inability to add any metadata to the document one was uploading. This often meant that SharePoint became a dumping ground rather than an organized and structured file store everyone liked using.
There is quite a history of emailing data into SharePoint. We put together an email to SharePoint product comparison. If you just need a simple guide though, read on.
Here at Parserr, we’ve had a number of clients wanting to parse emails and add their data, plus any attachments to SharePoint. I can tell you that we now have this lovely piece of functionality built-in.
The best part is that you can now use the details within your emails, such as subject, body or any of the parsing rules you create, and push them straight into either a SharePoint List or document library. This functionality enables you to send Email to SharePoint lists.
There are just a multitude of options for sending emails to SharePoint. The fields you need to use in SharePoint and what you need to extract and where from are crucial precursors.
The bottom line is that Parserr has a great built-in tool to do just this and this is a step-by-step guide on exactly how you can do that in its simplest form:
Step 1: Check Your Rules
Check your rules page and make sure you have at least one rule created. We have two rules which will have the option to add into SharePoint as different fields:
Click the “Integrations” menu tab and then choose the SharePoint integration:
Step 3: Sign in to Your Microsoft Account
Click the “Sign in with Microsoft” button. Use an account which has the correct access to the document library or list you require to upload to.
Step 4: Choose the Correct Document Library or List
If your SharePoint account details are correct, you should see the following option to choose the document library or list you wish to add your incoming emails into. In addition, you will see a table where you are required to map a Parserr rule to a the document library/list column for the document metadata.
Every Parserr rule can have an associated column in SharePoint. By default, we will upload your entire original email (including attachments) as a list item attachment, or a document (if you chose doc library). However you can chose to have just the original email attachment if you need it instead.
Step 5: Save And Send Emails to Inbox
Save your changes and send an email to your Parserr inbox (the address can be found here). As you can see below, any further incoming emails to my Parserr inbox have been forwarded to SharePoint.
The example below shows uploaded PDF attachments and the “subject” and “body” being set in SharePoint automatically from the mapping table.
For a more extended guide, feel free to read our support guide over here on the exact steps to getting this done.
Alternatively, you could decide to instead send the data via Microsoft Flow. But, what is Microsoft Flow? Well, here, your world of manual tasks is about to get a lot easier!
Microsoft Flow is a process automation platform where you can connect multiple systems together in a workflow-type way. For example, if you would like to add a new row to an excel file whenever you receive a new email, you could do that in next to no time.
If you need to add a new Lead to Microsoft Dynamics, you could send an SMS to one of your sales directors to contact that new lead. Thoroughly recommend checking that out!
Parserr works with Microsoft Flow too. Most of our customers use this exact automation you’re reading about right now (emailing to SharePoint) within Flow. Everything from new orders to new contact information or travel requests. Parserr extracts the exact information you need out of each email and adds it to SharePoint in a matter of clicks.
Need more help using Microsoft flow with SharePoint? We’ve built an in-depth guide on using Microsoft flow to sharepoint. The process differs a little if you want to send over the email attachments from microsoft flow to SharePoint.
Many of us receive reports from disparate systems via Excel. It would be great if those details within the reports could at least be captured in a central system for everyone to read (like a SharePoint list) instead of in your email.
With Parserr that’s fairly easy too. We provide a means to extract text from Excel and CSV files and send that data straight to SharePoint.
For instance, we can help you automatically get log file data from the first table to the next one.
Once you’ve setup your email forwarding rules for those log files, it just happens automatically! You never need to log back into Parserr again!
PDF is the absolute standard for sending data between companies and organizations. HR Forms, Tax forms, Reports, Invoices and Purchase Orders are usually encapsulated in PDF files.
And that’s why Parserr has to tried make the whole process easier for you by allowing you to extract what you need from these documents on a repetitive process.
The biggest issue in the PDF extraction market right now is that there are tools to help you extract from PDF files on a once-off basis, but there is nothing that allows you to do this on an automated basis, just by receiving an email.
Parserr gives you the free inbox and 15 free emails every month to get you started to do just that.
Otherwise, try our step-by-step guide here.
Using Microsoft Flow in conjunction with Parserr means it’s easy to get your data into Flow and then into the multitude of different platforms they support. However, there are some fine limitations such as not being able to add an attachment to a SharePoint List item.
That’s why to extend that functionality, we built our own internal integration.
Using Parserr‘s built-in integration we allow you to easily select some options which may enrich your experience. Many of our customers enjoy having the option of having the original email attached to the SharePoint List item just so they can refer to the original email if they need to:
SharePoint is a great information-sharing tool. Information captured Silo’d in your inbox doesn’t help either.
We help companies to assign inboxes to each of their document libraries and thereby help the flow of information to the greater organization. Setup of this function is fairly similar to SharePoint lists and also allows you to either use the email attachment, or use the original email to be available as the document in the library:
Generate Quality Leads And Leverage Automation With Parserr
Want a more detailed walkthrough? Check out our step-by-step guide on setting up emails to SharePoint.
A multitude of options to have SharePoint online incoming email. If you need help setting any of this functionality up, please contact Parserr today!