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DataSet via Email Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=datasetviaemail

Intro

The Dataset via Email connector enables you to get your data into Domo quickly and easily by capturing and processing .xls, .xlsx, and .csv files that have been included as attachments to an email message. Additionally, the DataSet via Email Connector can parse through a Gzip or Zip file to return a .csv or .xlsx file. When you configure this connector, it generates a unique email address that corresponds to your Dataset via Email DataSet in Domo. Once the email address is created, you can send the spreadsheet as an attachment to that email address. The connector will then process the email and update your data accordingly. 

Please note that this connector currently pulls in data from only one attachment. If your email message includes more than one attachment, data is pulled from the first listed attachment. 

Note that each time you configure this connector, you do so for an attachment with a fixed set of characteristics. For instance, if you create a configuration for CSV files with specific parameters, you cannot then send XLS spreadsheets to the email address that is generated unless you go back into the connector interface and switch the file type to XLS. If you want to change the attachment file type, it is highly recommended that you create a new connection with its own email address.

You configure settings for your DataSet via Email connection in the Data Center. This topic discusses the fields and menus that are specific to the DataSet via Email connector user interface. General information for adding DataSets and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Training Video - DataSet via Email Connector

Learn how to import email attachments into Domo as DataSets.

 

 

Note: The product training videos are for Domo customers and clients only.

Prerequisites

None. No credentials are required.

Configuring Your DataSet via Email Connection

This section enumerates the options in the Details pane in the DataSet via Email connector page. The components of the other pane in this page, Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Details Pane

This pane contains various options for configuring your DataSet via Email connection.

Menu

Description

Email

Automatically generates the email address you will send your attachments to. Click Copy Email to copy this email address to your clipboard.

File Location

Select a file location option:

  • Email Attachment. Indicates that the DataSet file is attached to the email or in the body of the email you are connecting to.

  • Download directly from link in email. Indicates that the email contains a direct download link to the DataSet file.

  • Download from link to page. Indicates that the email contains a URL leading to a page with a download link to the DataSet file. 

File Type

Select the file type for your attachments:

  • Email body as one row. Use if the data you want to import is found in the body of the email (rather than as an attachment) and should be imported into Domo as a single row of data in a DataSet.   

  • Email body as HTML. Use if the data you want to import is found in the body of the email (rather than as an attachment) and should be imported into Domo as HTML. You must set File Attachment to Email Attachment when using this option. 

  • CSV. Use if your DataSet is contained within an attached CSV file.

  • XLS. Use if your DataSet is contained within an attached XLS file.

  • XLSX. Use if your DataSet is contained with an attached XLSX file.

Link Match

Select how the link to the DataSet file will be identified in the email:

  • Link has the file type in the link. Indicates that the connector will search for the first link in the email that contains the file type selected in the File Type menu. For example, if you selected CSV for the file type then chose this option, the connector would search for the first link in the email ending in .csv.

  • Link has a different string. Lets you specify a different string to identify the link in the email you want to match. You do this in the Attachment Match field. For example, if the link was https://test.com/downloadreports, you could enter "download reports" in the Attachment Match field, and the connector would locate that link in the email.

  • Link matches a regex. Lets you specify a regular expression in the Attachment Regex Match field to locate the desired link. 

Attachment Match Enter the string you want to match in the desired link in your email message. For more information, see "Link has a different string" in the previous row. 
Attachment Regex Match Enter the regular expression you want to match in the desired link in your email message. For more information, see "Link matches a regex" in the "Link Match" row in this table.

From Email Address

Enter the email address you will be sending attachments from. Emails sent from other email addresses will be rejected. Enter NONE to accept emails from any email address.

Email Subject Expression

Enter a regular expression that will be used to validate the subject of the email you send. Emails with a subject that do not match the expression will be rejected. Enter NONE to accept any email subject.

Email Body Expression

Enter a regular expression that will be used to validate the body of the email you send. Emails with body content that do not match the expression will be rejected. Enter NONE to accept anything included in the body.

Attachment Name Expression

Enter a regular expression that will be used to validate the filename of the attachment. Enter NONE to accept any filename.

Show Advanced Options

Check the box to show advanced configuration options.

Header Row (Optional)

Enter the header row number. If you do not enter a number, the first row is considered the header row.

Skip Footer Rows (Optional)

If there are one or more rows at the bottom of the file you do not want to import, enter the number of rows to skip.

Starting Data Row (Optional)

Enter the starting data row number. If you do not enter a number, the first row after the header row is considered the starting row.

Delimiter Select the delimiter used to parse your CSV file. If you select Detect the delimiter, the appropriate delimiter is determined automatically. 
Escape Character Select whether or not to use an escape character. 
Quote Character Select whether to use double quotes or single quotes as a quote character, or no quote character at all.
Detect Encoding Check this box if you want Domo to detect your encoding type; leave it unchecked if you want to select the encoding type yourself. 
Encoding Select the encoding type to use in parsing your file. 

Excel Sheet Name

Enter the sheet name of the Excel file you want to create a DataSet from.

Excel Sheet Tab Number

Enter the tab number of the Excel sheet you want to create a DataSet from.

Raw Headers

If you select Yes, the connector will use the headers in the sent file. If you select No, the connector will modify any special characters found in the header text.

Date Format

Select the date format used in the attachment. If you want dates to be represented as text, select Show Dates as Strings.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.