Email Channel (IMAP)
Receive invoices via a dedicated email inbox using IMAP.
Overview
Section titled “Overview”The email intake flow involves four main steps: vendors send emails with PDF attachments to a dedicated mailbox, Tapr polls the IMAP server every 10 minutes, fetches messages, extracts attachments, processes them with AI, and moves processed emails to a designated folder.
Setup Steps
Section titled “Setup Steps”Step 1: Create Dedicated Mailbox
Section titled “Step 1: Create Dedicated Mailbox”Establish a dedicated email address for invoice receipt rather than using a personal inbox. Examples include invoices@yourcompany.com, ap@yourcompany.com, or rechnungen@yourcompany.com.
Step 2: Configure IMAP Settings
Section titled “Step 2: Configure IMAP Settings”Navigate to Tapr Settings > Intake Channels and add an email channel with these details:
- Email Address
- IMAP Server address
- Port (typically 993)
- Security protocol (SSL/TLS)
- Authentication method (password or OAuth 2.0)
- Username and password credentials
For Microsoft 365 or Google accounts, OAuth 2.0 authentication is available.
Step 3: Configure Folders
Section titled “Step 3: Configure Folders”- Select the watch folder (usually INBOX)
- Choose post-processing action: delete or move to a folder
- Designate an error folder for failed processing
Step 4: Test Connection
Section titled “Step 4: Test Connection”Verify folder access and save the configuration after testing the connection successfully.
Processing Rules
Section titled “Processing Rules”What Gets Processed
Section titled “What Gets Processed”The system processes PDF attachments, images (JPG, PNG), and ZIP files containing PDFs. Emails without attachments and non-invoice files are skipped.
Filtering Options
Section titled “Filtering Options”Optional filters allow you to specify subject line keywords, sender domains, and minimum attachment sizes to refine which emails are processed.
OAuth 2.0 for Microsoft 365
Section titled “OAuth 2.0 for Microsoft 365”Select OAuth 2.0 authentication and click “Connect with Microsoft” to authorize access. Required permissions include IMAP.AccessAsUser.All and Mail.Read.
Troubleshooting
Section titled “Troubleshooting”Authentication Failed: Verify credentials, confirm IMAP is enabled, and check account security settings.
Connection Timeout: Validate server address and port configuration, and verify firewall permissions.
No New Messages: Confirm the watch folder is correct, emails contain attachments, and filters aren’t overly restrictive.