Email Import lets you automatically bring emails and their attachments into Revver. This enables important information sent to an inbox to be seamlessly stored, organized, and managed alongside your other files.

With recent improvements to the Email Import feature, it is now easier to connect a Gmail or Microsoft account using secure and seamless Sign in with Google (OAUTH 2.0) or Sign in with Microsoft (OAUTH 2.0) flow. Email Imports set up with the new flow allow Revver to now capture valuable email metadata for imported files to make tracking, searching, and managing imported content much easier.

Email Import is useful when your team receives documents, requests, or records through email and wants them stored in Revver automatically.

You can use Email Import to:

This is especially helpful for teams that receive forms, invoices, client files, supporting documents, or other records through a shared inbox or personal email account.

Once your mapping is set up, Revver watches a selected email folder or label and imports matching content into a specified destination in Revver.

Depending on your import settings, Revver can import:

For example, if an email contains a message body and an Excel attachment, Revver can import the email itself as one file and the Excel attachment as a separate file.

When creating a new Email Import mapping, Revver supports multiple connection methods:

The new Google authentication flow is much easier, faster, and more secure than the previous manual setup process.

Instead of entering technical connection details such as:

You can now simply sign in with your Google or Microsoft account and grant Revver access through a standard and secure authentication experience.

Email Imports can be created at the account level and at the user level. In order to set up Email Imports at the user level, your user will require:

In order to set Email Imports up at the account level, your user will require:

To configure an Email Import mapping, navigate to your 'My Settings' page. This is located under the 'All Features' button on the left hand side of your screen, or using the account selection drop down at the top right.

On the My Settings page, locate and click on the 'Email Imports' tab, located near the top of the page.

At the top right of the Email Imports page, click on 'Add New Mapping'.

Select one of the available connection methods:

When signing in with Google, a pop-up window will appear where you can choose an account you are already signed into, or a different one if necessary.

If authenticating into a Microsoft account instead, a pop-up window will appear where you can sign in with your Microsoft account credentials.

Choosing the manual connection option will open up additional fields on the Email Imports page that will give you the option to enter the credentials and IMAP server details for your email account.

Please note: Additional permissions and settings may be required to allow your email server, service, or individual email user account to connect with Revver. Please consult with your IT professional or systems administrator if this email account requires additional permissions or enabled settings.

Once you have selected and configured your authentication method, you can now configure which emails come over, where they are stored, how email attachments are handled, and more.

Select the email label/folder path you want Revver to monitor. This can be a folder or label in the connected email account. If you don't see any of your existing folders or labels available, click on the 'Refresh' icon to the left of the drop down menu.

Use Case Example: Create a Gmail label called Revver Email Import. Any email moved into that label can then be picked up by Revver for import.

Select the folder or destination in Revver where imported files should be stored.

For example, you could create a folder specifically for imported Gmail files so all imported email content is saved in one place.

Choose how you want Revver to import the email:

Select what Revver should do with the email after it has been imported, by default all emails that have been imported will be moved into your email accounts archive.

At the very bottom of the page, under the 'Advanced' section, you may choose to have uploads of the same name (including their attachments) be stored as new file versions of the previously imported version. This is useful for emails that get periodic or regular updates.

By default, any imported file of the same name will be stored as a separate, duplicate file. For example, if upload.eml was previously imported, if it is imported again it would be stored as upload (1).eml. With this setting it would be stored as a new file version of the already existing upload.eml file.

Once you have configured the Email Import mapping, save it by clicking on 'Save Mapping' at the bottom of the page.

To get assistance from our Technical Services team, look for the chat bubble in the lower right corner to connect with our trained AI agent, Fin.

Fin references our entire Revver Help Center to accurately answer your questions, but if you would like to speak to a live technician, simply ask Fin to "Transfer me to a live technician" or select the "Talk to a person" button below Fin's chat answers and you will be immediately transferred to the first available Technical Services team member.

You can also connect with us via email at [email protected].