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Using Outlook as a Data Source

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. 

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