Email Walkthrough

Prerequisites

Before proceeding with data extraction from emails to Rivery, ensure you have an Email Connection within Rivery.

How to Pull Data from Email

• Create a Source to Target River
• Locate 'Email' in the list of data sources under Organization.
• Under Source Connection, select the previously created connection or create a new one.

Date Range

• Specify the date range for data retrieval.
• Provide a start date.
• Leaving the end date empty will pull data up to the current time of the river's run.

Please Note:

• Rivery pulls emails from the specified date range.
• The most recent emails received since the last run are pulled in case of multiple runs on the same day.
• The 'Entire Day' checkbox pulls the entire day's emails regardless of new emails, potentially causing duplicates.

Filter Attributes

• Set desired filters attributes, such as:
• From (sender's email address)
• Label (optimal label from the list)
• Subject (entire subject or specific keywords)
• Has the word (specific words in the mail content)
• Body (specific words in the mail content)
• File Name (specific filename)
• File Type (desired file type)
• Specify headers for files/sheets.

Pulling Data from a Link

When extracting data from a hyperlink, ensure to complete the following fields:

• From
• Label
• Subject
• File Type
• Tick the box labeled "Is Link To Download Report"
• Link Name: Enter either the URL's exact name or the URL itself.

Testing and Configuration

• Test filters in Gmail's UI to ensure accuracy.
• Set corresponding filters in Rivery's Gmail source configuration.

Timestamp Configuration

To work with DD/MM/YYYY timestamp, enable the corresponding checkbox at the bottom of the river page.

Source Auto Mapping

Automatically sets mapping based on returned data from files/sheets selected.
Modify generated fields as needed:

• Fetch desired fields in the Mapping table.
• Add or remove fields.
• Check "fill empty" box for cells with no values.
• Define fields as source or static.
• Utilize expressions for static fields.

Common Issues and Solutions

Empty Data Notification:

• If there's no data for a chosen time range, a warning notification might not trigger.
• Manually add the "email_date" field in the automapping stage to receive notifications for empty responses.

Additional Metadata Fields:

Add the "email_date TIMESTAMP" field to capture the date when the file was in Gmail.
Perform a new automapping to include the new meta-data field.