Forward supplier confirmation emails received to go@lyfshort.com, they will then be visible within the Import Manager of the Lyfshort account with the matching registered email address they were forwarded from.
The Import Manager is accessible within Lyfshort by :
1. Pressing the Import Manager icon in the header
2. Pressing the Import Manager icon from within an item
3. Using the bottom right green + menu button on the main Trips and Events list screen
Once the email has been forwarded the content will be scanned and parsed to create single or multiple Import Document(s). Their content is then used to automatically :
1. Create new Trips or Events
2. Create new Items
3. Update existing Trips or Events
4. Update existing Items
5. Associate and Attach to existing Items
Import Documents can be created for most supplier emails however scanning relies on the information forwarded to the Import Service being :
– From a recognised supplier
– In a standard format
– In a recognised language
Once an email is successfully received it will be visible in the Import Manager. As the scanning process occurs it’s status will appear as “Pending”.
Import Documents typically take a few minutes to appear following the email, however if manual review is required, can take up to a few days.
If the scanning and parsing process is successful the new Import Document(s) will appear for use below the forwarded email.
If it is unsuccessful and the Import Document(s) cannot be created, the status flag will change from “Pending” to “Unsuccessful”.
Irrespective of whether parsing and creation the Import Document is successful, the forwarded email (.PDF) and associated files will still also be available to view and attach to itinerary items from the Import Manager in Lyfshort.
