For this help section to work you need at least one parsed email including all the data you want parsed setup (ie. all the required rules you need). If you need help, consult our “Getting Started guide” here.
N.B: ‘SharePoint Direct’ integration offers a very similar experience as ‘Microsoft Flow to SharePoint’ integration. SharePoint Direct does offer some additional options specific to SharePoint, such as sending your data to an Events and that is not found in Microsoft Flow to SharePoint. The integration option you choose may simply come down to your preferences or the option you are already working with. You can see the SharePoint Direct Integration here.
If you are looking to forward your email attachments to SharePoint too, then please this article here
- Login to Microsoft Flow here. If you don’t have an account, you can simply sign up for a new one here. Once you have signed up you should be greeted by the home page. In the top left of the page click on “My Flows”
- Click on “Create from blank” at the top of the page
- Search for “Parserr” in the services and triggers search box, and choose the “Trigger”, “When an email is received”
- Type your “Connection Name”, as “Parserr” and then your username and password should be exactly the same as the ones you use with Parserr. Click the “Create” button
- You should now be able to see a list of “Inboxes” from your Parserr account. If you get no values, it is most likely that your Parserr username and password were incorrectly filled out on the previous step.
- Once you have chosen your “Inbox”, click on “New Step” and “Add an action”. This will allow us to act on receiving an email in Parserr.
- Search for “SharePoint”
- For this example we will choose to add a new list item in SharePoint using the extracted data from Parserr. Choose “SharePoint – Create item” from the list and then choose the SharePoint site and List name of where you wish to upload your extracted data (you may need to authenticate to SharePoint before this step – make sure the account has access to that site and list in SharePoint)
- You should now be able to map the available fields within Parserr to the SharePoint fields as shown below (the only field shown below for this example is the ‘Title’ field but illustrates the point by mapping the extracted field ‘Due Date’ in Parserr to the ‘Title’ field in SharePoint
- Once you re finished mapping your fields, simply click “Save flow” and give your flow a name. Then send through a basic test email to your Parserr account. You should see your extracted data and the data sent to Microsoft Flow by expanding the email in the “Incoming Emails” section of the Parserr (click the far left arrow to expand the email to see extracted data)