Email to Spreadsheet: How to Pull Email Data and Push it to a Google Sheets
A couple of weeks ago we covered in detail how you can transfer email data to Excel Files. The solution we presented back then works great if your business runs on Microsoft Excel or if you want to obtain your parsed email data as CSV files.
This time, we’ll dive into how you can automatically parse email data to google sheets.
Why would you want to import data from email into spreadsheets anyway? Let’s have a look at some common use-cases for an email to Google Spreadsheet automation:
Copy Email Leads to Spreadsheets
A use-case we see quite often is to parse leads (contact details of prospects) from incoming e-mails and add them to an auto-updating Google Docs Sheet. Once the leads are in Google Docs you can then add a status and additional info. So basically you create your own custom CRM and Sales Pipeline based on an email data to google spreadsheet integration.
Parse Order and Shipping Notifications to Google Docs
Order fulfilment is another hot topic when it comes to populating spreadsheets from emails. As an e-commerce shop owner or dropship fulfilment partner you receive probably hundreds of order and shipping notifications each day and keeping track quickly gets difficult. So why not just parse all this useful data (Date, Reference-ID, line-items, totals, …) stored inside those notifications and automatically populate a Google Docs Spreadsheet with it. Looks like you can actually build a little custom ERP, warehouse and shipping solution based on e-mail parsing.
Copy data from e-mail attachments to Google Docs
We should probably mention that mailparser.io can not just extract data fields from the e-mail body text. With mailparser.io you can also extract data fields from e-mail attachments such as PDF, XLS or CSV files. The possibility to process e-mail attachments is really useful for a lot of use-cases. You can for example automate your order fulfilment process (see above) by parsing line-items from attached PDF invoices. We’ve also made a screencast of this popular use-case (below).
Add rows to Google Spreadsheet from CSV and Excel File Attachments
Another great way of using our Google Docs integration is to automatically add rows to a Google Spreadsheet from e-mail. This works by extracting rows from e-mail file attachments and then moving them to Google Docs. Just create a parsing rule which will extracts all rows from an attached spreadsheet and mailparser.io can then send all rows over to your Google Spreadsheet. Once set up, you have a fully automated workflow.
How to save email data to a Google Docs Spreadsheet?
So let’s check how we can parse incoming emails for key information and import this email data into an auto-updating spreadsheet.
As you probably already know, mailparser.io is an easy to use online application which allows you to extract data from emails. If not, head over to our Getting Started Guide or look at all our feature section.
Once your email parser is set up and new incoming e-mails are automatically forwarded to your @mailparser.io inbox, it’s time to add the integration with Google. This is an easy step thanks to the native Google Sheets Integration offered by mailparser.io.
All you need to do is to create a new “Webhook Dispatcher” and select “Google Spreadsheet Integration”. Once you connected your Google Account you’ll need to select the Worksheet to which you want to populate your email data.
The final step is to map your mailparser.io data fields to the columns in your Google Sheet. mailparser.io will show you all column headers of the selected Google Spreadsheet and you just need to define which parsed field should go to which column. That’s it, you are ready to go!
*Note – The columns in the Google Spreadsheet you are mapping your data to should only be simple headers, (only letters and numbers). For Example ID, Date, Customer Name, as seen below are good.
(Characters like . – _ , * etc… For Example, these symbols in addition with text will not work: ID. Date- Customer_Name)
Well, that’s it for now! We hope this article was helpful and showed you how easy it is to save data from inbound emails to Google Spreadsheets. Please leave a comment if there are any questions or contact us at support [at] mailparser.io. We are already looking forward to hearing from you!