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Beta | Configure an Email Connection for Batch Jobs

Push via Email

  1. From the left navigation bar, select  [Menu] → Settings.

  2. On the left, under Technical, select Connections.

  3. In the upper-right corner, select Create ConnectionCreate a Custom Connection.

  4. Give the connection a Name.

  5. Select the Data Type using the dropdown.

  6. For Method, use the dropdown to select EMAIL, then under Methodology, select Push to Impact.

  7. Under File Pattern, enter either the exact file name (e.g., Conversions_2022_01_01.csv or enter a wildcard pattern matching the filename (e.g., Conversions_202?_*.csv).

    Tip

    Using an asterisk ( * ) will search for any sequence of characters. Using a question mark ( ? ) will search for a single character only. Filenames or attachments prefixed with receipt_ or result_ will be ignored, as those are reserved for receipt and result files.

  8. Select Create new credentials:

    Display Name:

    Give the credentials a name.

    Target Email Address:

    impact.com will generate an email address for your account — this will be the address to which you send files.

    [Return Email Address]:

    [Optional] Provide an email address where impact.com should send results and receipt files. Leave blank to opt out of receiving these files.

  9. Select Save.

  10. On the Credentials Provisioned modal, make sure to copy and save your unique email address somewhere safe before you select Done — it will not be shown again.

  11. At the bottom of the Setup screen, select Next.

  12. On the Confirmation screen, select Done to finish.

Pull via Email

  1. From the left navigation bar, select  [Menu] → Settings.

  2. On the left, under Technical, select Connections.

  3. In the upper-right corner, select Create ConnectionCreate a Custom Connection.

  4. Give the connection a Name.

  5. Select the Data Type using the dropdown.

  6. For Method, use the dropdown to select EMAIL, then under Methodology, select Pull from third party.

  7. Under Folder, input the absolute directory path that contains the file — for an email connection this should be the name of the email folder receiving attachments (e.g., Inbox).

  8. Under File Pattern, enter either the exact file name (e.g., Conversions_2022_01_01.csv or enter a a wildcard pattern matching the filename (e.g., Conversions_202?_*.csv).

    Tip

    Using an asterisk ( * ) will search for any sequence of characters. Using a question mark ( ? ) will search for a single character only. Filenames/attachments prefixed with receipt_ or result_ will be ignored, as those are reserved for receipt and result files.

  9. Select Create new credentials:

    Display Name:

    Give the credentials a name.

    Host:

    Provide the IP address of the email server that impact.com will pull from.

    Protocol:

    Specify either IMAP or POP3.

    Password:

    Provide the case-sensitive password that impact.com will use to connect to the email server.

    Port:

    The IMAP or POP3 port: by default, secure IMAP uses 993 and secure POP3 uses 995.

    [Delete Files?]:
    • Yes — once the file is pulled, impact.com will delete it from the email server.

    • No [Recommended] — once the file is pulled, impact.com will leave the file as is.

    Target Email Address:

    The email address that impact.com will be accessing to pull the data files from.

    Username:

    Provide the username that impact.com will use to connect to the email server.

    [Return Email Address]:

    [Optional] Provide an email address where impact.com should send results and receipt files. Leave blank to opt out of receiving these files.

  10. Select Save.

  11. On the Credentials Provisioned modal, make sure to copy and save your credentials somewhere safe before you select Done — they will not be shown again.

  12. At the bottom of the Setup screen, select Next.

  13. On the Confirmation screen, select Done to finish.

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