Configuring Email Sync

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Configuring Email Sync

Configuring Email to List Item Sync

 

Note: It will take up to 20 minutes before the setting will kick in and start creating items in your SharePoint list.

 

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Creating and Defining Email To List Item:

Click "New Setting" to create an Email-to-List configuration.

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Select List

Select the list where the Emails converted to List Items will be stored.

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Field Mapping
This Section is used to map Email Fields to SharePoint Columns.

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From - Map the “From” field of the Email to a SharePoint Column. The selected column must be a Person or Group column.

Subject - Map the “Subject” field of the Email to a SharePoint Column. The selected column must be a Single Line Text column.

Body - Map the “Body” field of the Email to a SharePoint Column. The selected column must be a Multi Line Text column.

Importance - (Optional) Map the “Importance” field of the Email to a SharePoint Column. If selected, the column must be a Choice column with High, Normal, and Low as Choices.

Recipients (To) - (Optional) Map the “Recipients (To)” field of the Email to a SharePoint Column. If selected, the column must be a Person or Group column.

Recipients (CC)  - (Optional) Map the “Recipients (CC)” field of the Email to a SharePoint Column. If selected, the column must be a Person or Group column.

Received Date - Map the “Received Date” field of the Email to a SharePoint Column. The selected column must be a Date and Time column.

Copy Attachments - Yes/No checkbox. If checked, attachments will be copied to the SharePoint list item.

 

Connection Settings for the Microsoft Exchange Server

The credentials need to be provided to access the Exchange or Office 365 mailbox to get emails for conversion to SharePoint list items.

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Email Filter Settings (Optional)

This Section provides flexibility to Filter Emails by applying conditions. Only the Filtered Emails will be converted into List Items.

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Subject filters:

Contains

Does not Contains

Starts with

Does not Start with

Pattern

From Addresses filters

Allowed

Blocked

Domain filters

Allowed

Blocked

The radio button options determine when the filters will be applied.

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