Email

This sync can be used to request and retrieve data and updates on an email from a user specified datawarehouse.

SETUP

Configuring the Credentials

Select the account credentials which has access to relevant account from the given list & Click Next

Credentials not listed ?

Click on + for adding new credentials and fill the form that pops-up.

Data Sync Details

Data Sync

Select Email & click Next

How do you want to fetch data?

Select whether you want to fetch data from the Data Model or from Table/ View.

Data Model

In case you want to fetch data using Data Model, select the data model that you would like to use for this sync. Checkout how to configure a model here.

Data Warehouse

In case you want to fetch data using Table/ View, select the data warehouse that you would like to use for this sync.

Table / View

Select the Table/ view in the data warehouse that you would like to use for this sync.

Setting Parameters

Parameter Description Values

To

Required

Enter reciever email address. If multiple email addresses needs to be entered, enter them by seperated with commas (,).

{abc@gmail.com,abc@organisationname.com}

CC

Required

Enter CC reciever email address. If multiple CC email addresses needs to be entered, enter them by seperated with commas (,).

{abc@gmail.com,abc@organisationname.com}

BCC

Required

Enter BCC reciever email address. If multiple BCC email addresses needs to be entered, enter them by seperated with commas (,).

{abc@gmail.com,abc@organisationname.com}

Email Subject

Required

Enter the email subject in text format.

Text

Destination File Type

Required

Select the destination file type, that is whether to export data in CSV or newline delimited text.

CSV, txt

Default Value: CSV

Include Headers Dependant

Required (If Destination File Type = CSV)

Choose whether to include headers in the exported CSV file.

Yes, No

Default Value: Yes

File Name

Required

Enter the file name which will be used to name the file being sent.

Text

Advanced Options

Email Body

Enter customized email body text using the text editor. You can also benefit from the placeholder such as - StartTime, EndTime, PipelineName, TimeTaken, and FileLink. These fields are sent by default if you don’t use the text editor to craft a customized email.

Data Sync Scheduling

Set the schedule for the sync to run. Detailed explanation on scheduling of syncs can be found here

Dataset & Name

Give your sync a name and some description (optional) and click on Finish to save it. Read more about naming and saving your syncs including the option to save them as templates here

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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