OneClick - Inbox

Inbox is a feature of OneClick that acts as a unified mailbox allowing you to consolidate your emails and perform searches, exports, and other operations on your emails. This feature works with various account types but has defaults built in for Gmail, Outlook, and Yahoo accounts.

Adding Accounts to Inbox | Using Inbox | Inbox Tools | Inbox Settings

Adding Accounts to Inbox

To harness the power of the Advanced Search, Inbox Scraper, and other features, you first need to add your accounts to Inbox. There are a few ways to add your accounts depending on the type of account that it is.

Account Tools | Manually | Import

Account Tools

If you are trying to add accounts that you already have in OneClick to Inbox, you can use the Account Tool Add to Inbox instead of adding them manually. This tool allows OneClick to create an App Password and add the account to the Provider Credentials section. This will only work on Google accounts that have 2FA enabled.

  1. Ensure you have the email accounts you want to add to Inbox under Accounts.
  2. Select the accounts and click on Tools > Add to Inbox.
  3. OneClick will begin trying to create an App Password for each of the select email accounts to add them to the Provider Credentials section.

Manually

If you don't have the account you want to add to Inbox in OneClick, or if it is not a Google Account, you can add it manually. Google, Outlook, and Yahoo email accounts require an App Password to be successfully added to Inbox. Other providers can be added using their IMAP settings under the Custom provider.

  1. In the Inbox view, go to the Provider Credentials Tab.
  2. Click on File > Create and fill in the required information to add an account to Inbox. Remember, you will need to generate an App Password for Gmail, Outlook, and Yahoo accounts.
  3. Press Save and Inbox will attempt to check the credential and sync your mail.

Import

If you want to add accounts to Inbox in mass, you can use the import format here to add your credentials to a CSV before importing them into Inbox.

Gmail, Outlook, and Yahoo Example Format

Custom Example Format

 

Using Inbox

Now that your credentials are in OneClick's Inbox, you can begin harnessing its power to manage and consolidate your mail in one place.

Syncing Mail | Opening Mail | Advanced Search

Syncing Mail

Syncing Mail for accounts is easy. You can do it individually from the Provider Credentials view by right-clicking and hitting Sync Mail or for all of your accounts from the Mail view by clicking Options > Sync Mail.

Opening Mail

You can open mail by double-clicking on an email in the Inbox view. 

Advanced Search

Advanced Search allows you to filter your mail using multiple keywords, such as Any, From, To, Subject, Before, and After. Simply click into the search field and select the keyword from the drop-down, then press enter; you can add another keyword or click the search icon to display the results.

To stop using Advanced Search, delete the search query and click the search icon. Inbox will then load all the mail.

 

Inbox Tools

Alongside being able to view your mail, we have developed Inbox Scraper, which allows you to export certain values and information from a selection of emails to a CSV. This can allow you to extract things like text for Order Numbers, Links for Shipping Confirmations, full HTML, or other values easily. You can also safely import and export templates to share with friends to improve each other's workflows.

Creating a Template | Using Inbox Scraper 

Creating a Template

Before you can begin to export data from your emails to a CSV, you will need to create a template to pick which data is extracted. To create a template:

  1. Go to the Inbox view and find an example email that has the data you want to export. You can use Advanced Search to find a specific sender or subject quickly.
  2. Select the email, click Tools, select Create Inbox Scraper Template from the dropdown, and then click Start.
  3. This will open the Create Inbox Scraper Template Dialog. Here you can begin configuring the template with a unique name to identify it and select the elements you want to be exported.
  4. To add an Element to Export, mouse over the email and pick out the specific element which contains the data you want to extract. You can select a name for the element to be displayed as the column header on your exported CSV. An example of what will be exported is seen under Extracted Data. Here you can also select the specific type of data, such as text, numbers, links, or even the raw HTML for the selected element.
  5. After you have selected all of your elements to Export, you can also add filters to the template to filter emails by the subject, sender, or certain body elements, which will help to ensure you are only exporting certain emails. 
  6. After you have confirmed all of the template details, click Create.

This will add the Template to Inbox Scraper, where you can use it on all of your emails or just a selection of emails to extract the selected data. You can only Modify templates you create; the email used to select the elements for templates is never viewable to anyone who did not create the template.

Using Inbox Scraper 

Once you have successfully created a template, you can run the Inbox Scraper.

  1. Select the emails you which to be scrapped, you can filter down emails beforehand using the Advanced Search, or if you set filters in your template, those will also be used to filter out unwanted emails.
  2. Select the email, click Tools, select Create Run Inbox Scraper from the dropdown, and then click Start. This will open a dialog for you to select the template you want to use on your selection and give you the ability to add any extra fields from the email data, such as the To address, Subject, From Address, and Received Time to your export.
  3. Press Export and Inbox will scrap your selected emails for the specified elements in your template. Here you can run the template in the background and continue to do other things. You can check on its progress anytime from the Inbox Scraper tab. 

Once completed, you can view the exported CSV with your exported data and any extra fields you included.

Inbox Settings

Inbox Settings can be found under the Global Settings View > Inbox.

Automatic Sync Interval

The number of minutes between automatically syncing mail from all active mail credentials. A value of 0 indicates you do not want to automatically sync. It is recommended to only sync as much as necessary to reduce the total number of requests sent to the mail server.

Concurrent Sync Limit

The number of accounts to sync at a given time. A higher number uses more bandwidth and can cause sync issues. It is recommended to keep this number to about 5-10% of the total mail accounts you have, or a recommended upper limit of 50 at a time.

Sync Mail History

The number of days to sync older mail. You can adjust this value if you need mail older than the default, or you need to sync less mail. It is recommended not to use a high value if you have a large inbox as syncing can take a long time.

Sync Mail On Startup

Enable automatic syncing of mail on startup and for all newly added mail credentials.

Send AYCD/Discord Webhook on New Mail

This webhook will only show the total number of messages received across all mail accounts as new mail comes in. Depending on the total amount of mail accounts and your Concurrent Sync Limit, you may receive one or multiple webhooks as mail is synced.

Delete Old Inbox Scarper Exports

Deletes all old Inbox Scraper exports from OneClick directory. This is useful if you have a large number of exports and want to free up space.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.