Start Linking Email Accounts What are import rules, how do they work, and how do I set them up?

What are import rules, how do they work, and how do I set them up?

GetMyInvoices’ import rules let you define which documents to import and the way they are imported from your email accounts. With import rules, you also have the option to import blocks of text within email messages and convert it into a document that can be stored, copied, shared, and managed just like any normal document file. Imagine a full HTML email message turned into a more manageable PDF document.

To create import rules and define specific parameters for importing documents, follow these steps.

Step 1. From your GetMyInvoices dashboard page, navigate to your account name on the top right corner then click Email Accounts from the drop-down menu.

Step 2. Click the gear icon on the upper right corner to start configuring import rules.

Step 3. Under Import Rules, click Add Import Rule.

Step 4. A pop-up window shows up with several rule settings you can customize. 

Step 5. Click Save to confirm the import rule and any changes you’ve made.

Import rules will immediately take effect after successful creation.