Prerequisites
The WorkBuddy Importer needs to be enabled on your WorkBuddy tenancy
Users will require Inbound Email > Access and Inbound Email > Manage permissions
The WorkBuddy Importer uses its configuration to determine which import format and customer to use when importing work order emails.
All the existing Importer Client import types are compatible with the Cloud-based importer. In the Cloud-based Importer, the import types are pre-filled with the standard values for most fields when you add a new configuration.
Adding an Inbound Email Configuration
To add an Inbound Email Configuration:
Navigate to Settings > Inbound Emails
Select the white "+ Add" button in the top right of the screen
Select an Import Type. If you are unsure of which Import Type to select, feel free to contact support so we can assist
Enter a name for the configuration
Select a customer from your CRM that will send emails using the Import Type selected in step 3
(Optional) Select an option for the Attachment Extensions field
(Optional) Change the Minimum number Number of Attachments in the Work Order email to match against
(Optional) Toggle the Save All Attachments on or off
Select the blue "Save" button in the bottom right
When the Import Type is selected, most fields will be auto-populated with the correct configuration information.
If you would like to add a new Import Type for a new customer, contact support to start this process.
Editing an Inbound Email Configuration
In the case of a customer changing the format of their work order emails, the configuration can be edited by:
Navigate to Settings > Inbound Emails
Select the "Edit" button under the "Actions" column of the configuration you want to edit
Edit the desired fields to match the new Email format
Select the blue "Save" button in the bottom right of the window
The configuration can be disabled with the toggle under the "Active" column
Results
You now know how to configure your WorkBuddy Importer to match received Emails to ensure they create Jobs with the correct details. What's next? See: Inbound Emails & WorkBuddy Importer Overview