Before starting, ensure you have an active Outlook and a Daton account.
Integrate Daton with Email Attachments
Data Table Configuration:
Subject Name: In the Email Attachment Connector configuration, the "Subject Name" determines the name of the table where your data will be stored. This means that the content of the "Subject Name" field is what decides how the data will be organized.
Matching Method Options: When it comes to processing email attachments, the "Matching Method" provides you with two distinct options: "Exact Match" and "RegEx" (Regular Expression).
Exact Match: If you opt for "Exact Match," the system will replicate all the attachments from emails that have the exact, case-sensitive "Subject Name" you provide. For example, if you specify 'Target CSV' as the Subject Name, the resulting table will contain attachments exclusively from emails with precisely this subject line.
RegEx Match: On the other hand, selecting "RegEx" gives you greater flexibility in the replication process. With this option, you can use regular expressions to filter out attachments from emails with subject lines that meet certain criteria. For instance, if you RegEx for the above example and specify 'Target C*' as the Subject RegEx, the table will include attachments from emails whose subject lines start with those characters. This means it can include emails with subject lines like 'Target CSV,' 'Target CSV data,' 'Target CSV File,' and so on.
You have the option to test regular expressions on this dedicated Regex Testing Site.
To know more, read the Email Attachments Connector Guidelines.