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Mail2ERP

Quick Reference & FAQ
📂Move Email To 🎯Action/Result 📤Email Goes To
📧 MAIL2ERP PROCESSING
📋_Mail2ERP/QUOTATION Import as quotation request PROCESSED
(or stays in INBOX if needs review)
🛒_Mail2ERP/ORDERS Import as purchase order PROCESSED
(or stays in INBOX if needs review)
🚫_Mail2ERP/DO_NOT_IMPORT Learn pattern to exclude INBOX
(pattern learned for future)
🛡️ SENDER CONTROL (AutoSPAM folders)
🏭_AutoSPAM/SUPPLIER Never process this sender INBOX
(all emails bypass Mail2ERP)
⭐ VIP & SPAM CONTROL (with AutoSPAM)
_AutoSPAM/VIP Mark as VIP priority _VIP
(top-level priority folder)
_AutoSPAM/ALLOW Approve sender & reset all previous decisions (VIP, custom lists) INBOX
(can be processed by Mail2ERP)
_AutoSPAM/REFUSE Mark as unknown sender REFUSED
(for later review)
🗑️_AutoSPAM/SPAM Block sender forever _TRASH/SPAM
(never processed)

❓ FAQ

SUPPLIER vs DO_NOT_IMPORT?
SUPPLIER blocks ALL emails from a sender. DO_NOT_IMPORT learns the email pattern — skips similar ones, but other emails from that sender are still imported.
How to reverse any decision?
Move to _AutoSPAM/ALLOW. Resets all previous decisions (VIP, custom lists). SUPPLIERS list managed at /bots → Settings.
What ERPs are supported?
21+ including SAP, Odoo, Salesforce, Dynamics 365, and more.
Can I test safely?
Yes — with Demo Mode enabled, nothing is written to your ERP. First month free.
What file formats work?
PDF, Excel, Word, CSV, HTML, images, scanned PDFs (OCR). All languages. Any document layout.
Do I need AutoSPAM?
Basic filtering included. For full AI filtering → AutoSPAM + Mail2ERP bundle recommended.
How often does it process?
Every 5 minutes, 24/7.
Where do failed emails go?
They stay in your INBOX so you still see them. Unknown senders also stay there by default — enable Separate External in Mail2ERP settings to route them to _EXTERNAL. VIP senders always go to the top-level _VIP folder.