Convert emails to Excel spreadsheet
Extract data from email to Excel
Do you receive countless emails in your Outlook or Gmail that leave your inbox overloaded? For example, it could be your customers’ information, details about orders from your shop or a simple contact form that’s receiving messages from potential leads. You may want to extract specific data and export them to an excel sheet shared by your team members. We will show you the steps on how to convert your emails to excel automatically with Parseur.
Why export emails to excel automatically?
- Do you find yourself manually filtering important emails in your mailbox?
- Do you have to manually copy and paste specific information in your excel sheet?
- Do you need to backup important information to an excel file?
Those tasks are not only time-consuming but tedious as well. Automating this process will save you time and help you focus on other aspects of your business such as building and maintaining customer relationships.
Benefits of using Parseur to convert emails to Excel
Parseur is a powerful document parser and no code tool that facilitates the data extraction process from emails, PDFs and MS Excel. The parsed data can then be downloaded or exported to Microsoft Excel in real-time via Zapier or Power Automate.
Using Parseur will only scale up your business! With Parseur by your side, you can have an automated workflow process right from the moment you receive an email from a lead.
For example, some of our customers send emails data to Excel to:
Requirements for Parseur integration with Excel
- Your Parseur mailbox
- A Zapier account
- An Office 365 account
- Your Power Automate account
We will cover both the integration of Parseur with Zapier and Power Automate in this article.
Step 1: Create your free Parseur mailbox to collect your email
Parseur is totally and forever free for a limited number of emails sent per month, with all features enabled. Click on the link below to create your Parseur account.
Having a powerful email parsing tool can help you automate your business processes, saving you countless hours of work.
Create your mailbox and select Custom emails for the mailbox type.
Step 2: Forward your email to your Parseur mailbox
You will receive an email address where you can forward your email to. This is your Parseur mailbox. The email will arrive within 10 seconds!
Forwarding email from MS Outlook
Follow our guide on how to teach Parseur on which specific data need to be extracted from your Outlook emails.
Forwarding email from Gmail
Automate Gmail forwards to your Parseur mailbox. This way, any new email received in your Gmail will be automatically sent to Parseur and processed!
Step 3: Create a template to extract data from your email
Parseur is template based which means that no parsing rules need to be created to extract data unlike other email parsers. We also offer unlimited ready-made templates for specific use cases. The key here is to teach Parseur which specific data you need by highlighting them and creating data fields for them.
Your parsed results will look like this:
Step 4: Download the parsed data to MS Excel
The extracted data can be downloaded from your Parseur mailbox to Excel automatically. Go to “export” and click on “download”
Step 5: Add a new row to a table in Excel via Power Automate
Power Automate is a cloud-based system that enables you to create automated workflows across different applications. You can send, process, and receive data from Microsoft applications like Outlook, Excel, SharePoint, Dynamics 365, SQL Server and others.
Go to “export” and “MS Flow” and click on “create a new flow”
You will be redirected to your Power Automate account. Click on “new flow” and “automated cloud flow”
Name your flow and choose “new document processed” in Parseur as the flow's trigger
Once your Parseur account is connected, you can then choose your Parseur mailbox; the one where you will export parsed data to Power Automate and Excel Online as the action.
The action will be to “add a row into a table” in Excel online. You will be asked to connect your online Excel account with Power Automate.
After the connection, you will be able to customize the columns using the extracted data from Parseur.
After your flow has been saved in Power Automate, go back to your Parseur mailbox and reprocess the document. You will see that the parsed data has been added automatically in the Excel sheet.
For more information, check out our support article about setting up your Power Automate integration.
Step 6: Update a row in your excel sheet via Zapier
Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Let’s say that one of your customers had wrongly written his website's name on the contact form. He has now sent you an email to modify his records. You can just update the field automatically with the integration of Parseur and Zapier!
Click on “export”, “zapier” and search for “excel”
At this point, you will be redirected to your Zapier account. You may then create a new Zapier account or log into your existing one.
Zapier will ask you to sign in to your Parseur account and select the mailbox where the data has been extracted.
Once the Parseur mailbox has been connected, Zapier will contact the Parseur API to retrieve the parsed email data.
Now, it’s time to connect with your Microsoft Excel account.
Choose Microsoft Excel as the “App” and “Update Row” when asked to choose the “Action Event”
Once your MS Excel is connected with Zapier, select the row that you need to update.
Once you’ve filled in the column that you want to update, you can send a test to update the row with the extracted data.
Once you are satisfied, turn the Zap on! Updating rows automatically in your excel sheet can save you countless hours of manual work.
As a powerful data extraction tool, Parseur can automatically pull data from incoming emails to an Excel spreadsheet within minutes. This automated workflow will only scale your business!
What is Parseur?
Parseur is a powerful email parser software to automatically extract text from emails, attachments and documents and automate your workflow. See Parseur features.
What is Excel?
Microsoft Excel is the #1 spreadsheet application. Developed by Microsoft for Windows, macOS, Android and iOS, It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. More about Excel.
What is Power Automate?
Microsoft Power Automate (formally known as Microsoft Flow) is a tool that integrates cloud-based apps and services so they interact with each other seamlessly. In particular Flow makes it easy to send, process and receive data from Microsoft applications (like Outlook, Excel, SharePoint, Dynamics CRM, SQL Server and many more).