Using Outlook as a Data Source

Setup an Outlook Folder Data Source Integration, to run an integration when a new attachment is received in an Outlook folder.  

Note: Outlook is only available as a folder data source. 

1. In SmartConnect navigate to Data Sources > Bulk Sources > Folder. 

2. On the Folder Data Sources window select “Create Bulk Folder”. 

3. On the New Folder Data Source screen, select the data source file type. 

4. Description – Friendly description for the data source. 

5. File Selection – choose “Load from Outlook connection”. 

6. Template File Details tab. 

  • File Type – read-only view of file type of data source. 
  • Template File – Select a sample source file with same column headers and data types as files from Outlook. 
  • Excel Sheet – Worksheet from Excel file to process. 

7. Outlook Details tab. 

  • Outlook Connection – Select a Graph Odata connection. 
  • Source Directory – Location where the files used for integration are stored. 

8. Click Validate. 

9. Click Preview to display a pop-up window with a sample of the data from the template spreadsheet. 

10. Click Save. 

Feeling stuck? Get the support and guidance you need to help you power through any data challenge

We're on your integration team. Connect with our people and let us know how we can help you.