Zap Email Parser To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address for […]
Category: Zap Email Parser
FAQ
Navigating the App (Sitemap)
Open App: Zap Email Parser from apps section as shown in screenshot below: In case you are not able to locate the configuration entities in sitemap, then try using “Advanced Find” to directly navigate to entity. Below are list of entities that you need to pay attention to: Zap EP Configuration Zap EP Event Log […]
Getting Started – How Zap Email Parser works?
Zap Email Parser extracts the information from emails to create Dynamics 365 CE / Power Apps (Model-Driven) records. Now added support for Power Apps too! (June 2020) The information to be extracted and the destination fields in record are specified using parsing rules. The configuration record also specifies the Queue to which emails will be […]
Getting Started – Security Roles
The below security role needs to be given to the user who will configure Zap Email Parser: Zap Email Parser Admin
Protected: Getting Started – Email Parser Setup
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How do you handle true/false, option-sets, currency, date data-type and other non-text fields?
Zap Email Parser supports below field data-types: Single line text Multi-line text 2-Option Set Option-Set Date-Time Owner Lookup Currency Floating-Point Whole Number Decimal Currency Case Customer Below are few points to note: Option-Set: Here the extracted text is matched against the option-set values. You can also use partial names. For example, text “trade” would be […]
Setting default fields (eg lead topic, lead owner) when creating new records (eg leads) using Zap Email Parser
You can set default values for certain fields of the newly created record by creating parsing rules. Let’s consider an example of setting the default value for lead topic and owner when new lead is being created using Zap Email Parser: Below are the parsing rules that need be created: Parsing Rule 1: for setting […]
Protected: How to install sample data
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How to Backup and restore “Email Parser” configuration (and parsing rules):
Now you can backup and restore configurations and parsing rules from one environment to another (or same-one). Below are the steps to create Backup: Step 1: Browse to Zap EP Configuration. Select all the configurations that need to be backed up and click button “Create Backup” Step 2: Browse to Zap EP Configuration Backup. Open […]
