Automate your CSV imports using email in Autotask PSA

You asked for it - so we did it: you can now send your billing data directly via mail! Attach your CSV or Excel file and our new Inbound Mail Processing feature will take care of everything for you.

You can now skip the manual upload process and email these files each month. Configure your vendor’s reporting feature to send the data to Goolash or set up a new rule in your inbox to automatically forward billing data. The possibilities are endless.

Each vendor you create receives a unique mail address. Send your data there and we’ll handle the rest. You’ll receive a reply once the data is imported.

Getting started

It’s easy to get started in just a few minutes. This new feature is available to everyone right now.

  1. Before you can actually send an email, you’ll need to approve the sender address first. Out of the box, you and your team members’ email addresses are whitelisted. To add additional addresses, head over to your Configuration page. 
  2. If you have not yet defined any vendors, create a new one by importing your data file first and setting up the column mapping.
  3. Go to your vendor configuration and copy its unique email address.
  4. Send an email with the CSV or Excel file as attachment, sit back and relax! We’ll handle the rest.

    By default, we’ll prepare the data and reply to you with a preview link. You can review your data and import from there. If you’re happy with the set up, you can configure the vendor to skip the preview and import automatically.

Track your changes 

From now on, all your upload actions - manually or via email - are logged per vendor. This helps you to track what has already been imported and find out if any issues arose with your configuration.

To find these logs, browse to your vendor list and follow the history link. 


Share your feedback

We’d love to hear from you and listen to your feedback and ideas.
Don’t hesitate to get in touch!

 

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