Export Email data to SharePoint

Integrating Parseur with SharePoint

Parseur is a powerful email parsing tool that automates data extraction from emails, attachments, and documents such as PDFs and Microsoft Word. In simple terms, with Parseur you can save countless hours of manual work with automated workflows.

Microsoft Flow, also known as Microsoft Power Automate, allows you to easily integrate with various cloud-based apps and services. The aim is to reduce repetitive and manual tasks by creating automated workflows, thus increasing efficiency in your business.

Let’s take the case where you receive leads via email or other platforms. It does not matter in which industry you are; leads generation has always been an essential tool in any business. You may be receiving hundreds of emails daily from potential clients which is a good thing! However, those emails come in different layouts and formats and manually extracting specific data (customer name, customer email, message) can be time-consuming. On top of that, you have to send that information to a SharePoint so that it can be easily accessible to your team.

Tiring and time-intensive right?

Luckily for you - The integration of Parseur and Microsoft Flow will help you automate these repetitive tasks, saving you time!

How to get started?

Step 1: Create a Parseur mailbox to collect your leads

Create your mailbox by selecting the first option “custom emails” Parseur can process any type of emails automatically as well, for example, food delivery industry,`real estate <{filename}/use-case/real-estate.rst>`__, or job search.

Select mailbox type

Step 2: Forward the lead email to Parseur

Send the email to your Parseur mailbox (you will receive an email address for the mailbox). You can also create auto-forwarding rules so that every email of this format is sent to your Parseur mailbox.

Step 3: Teach Parseur how to extract data to be sent to SharePoint

Parseur is a template-based tool which means that other email parsers, you do need to create parsing rules for data extraction. You just have to highlight the data and create data fields for them. A custom template will be created out of this.

Highlight and create data fields

All the following emails that you forward to this mailbox will be automatically processed.

Now, let’s head to the coolest part of the article which is exporting the extracted data to SharePoint.

Step 4: Export the parsed data to SharePoint

On the left-hand side of your Parseur mailbox, click on “export” and on “MS Flow”

Click on download in the export screen

Click on “create a new flow” and you will be redirected to your Power Automate account

If you don’t have any configured flows yet, you will have to create a new one and authenticate your Parseur account.

If you have already configured your flows, you will be redirected to the page below:

Choose your Parseur mailbox

Step 5: Select the Parseur mailbox where you have created your template

Once you have selected your mailbox, look for “SharePoint - create item” in the search box From there, select the SharePoint address

Fill in the extracted data that you want in SharePoint

As per the below screenshot, you can choose from the dynamic content and just add the extracted data. This will create the data mapping.

Choose the extracted data from Parseur

Step 6: Test your SharePoint integration

Click on the test button to check whether the flow integration has been set up correctly.

Test the flow

Back in your Parseur mailbox, re-process the document so that the parsed data is sent to Microsoft Flow.

Click on re-process

If you check your Microsoft Flow, you will find that the test has been successful.

Test was successful

Parsed data sent to SharePoint

For more information, check out our support article about setting up your Microsoft Flow integration.

And, that’s it! You now have automated a business process that was taking hours.