Create an Email Parser

1. Naming and Module selection

1. Log in to Zoho Developer Console and click Vertical Solutions.
2. Select the application you'd like to modify and click Edit.
3. Click Components in the left pane and select Email Parser.
4. Click Create your first parser if you are creating for the first time. Otherwise, click Create New Parser.
5. In the Create New Parser pop-up, provide the following details:
   
1. A Parser Name.
2. Select the Module in which you want the records with the data parsed from the emails to be created.
3. Click Next. 
   
   
   
   

2. Prepare Template for parsing

1. Key-value pair
2. Paragraph format
   

A delimiter is a separator that is used to indicate the start or end of your data.

3. Select Fields to be updated

4. Assign Record Owner

5. Add Approved Email Addresses

1. Provide the email address that you will be sending the emails from to the parser email address.
2. Click Add.
3. Click Save.
   

Manage Email Parsers

1. Click Components in the left pane, then select Email Parser.
2. Click the name of the parser you want to edit.
3. Make the necessary changes and click Update.
4. Click the delete icon [] next to the name of the parser.
5. In the confirmation message, click Yes, delete to confirm deletion.
6. You can activate or deactivate a parser using the toggle switch.
7. Under the Email Details column, you can view the statistics regarding the emails which were received by the parser.

Use the parser in Vertical Solution

1. Log in to the Vertical Solution.
2. Go to Setup > Channels > Email and select the Email Parser tab. The Parser Email Address will be displayed under the name of the email parser. It can be copied by clicking the copy [] icon. 
   

1. Log in to the Vertical Solution.
2. Go to Setup > Channels > Email and select the Email Parser tab. Click Create your first parser if you are creating for the first time. Otherwise, click Create New Parser.
3. In the Create New Parser pop-up, provide the following details and click Next:
   
1. A Parser Name.
2. Select the Module in which you want the records with the data parsed from the emails to be created.
   
3. A Parser Email Address will be generated when a parser is created. This is the address to which the email to be parsed is to be sent.
   
4. In the Give us the email content to be used as template for parsing by dropdown, select the Sending an email option. 
   
    
5. Send an email to the pre-parser address (highlighted in the screenshot below) with the content to be used as the template for parsing. Then click click here. The pre-parser address is a temporary email address. Its value will keep changing. Two types of templates can be used for parsing. 
6. The text in the email will be parsed and displayed as shown below. The key in the key-value pair will be mapped to the fields in the selected module. If the field mapping is not done automatically, then you can select the needed field. Click here to learn more about the paragraph format.
7. Choose the Add attachments present in email to the record created option if you want to send attachments from your email. Click Next.
8. Refer to sections 'Selected Fields to be updated', 'Assign Record Owner' and 'Add Approved Email Addresses' for the remaining steps.