PARSER GUIDES

Automatically Forward Gmail Emails

Ways to Add DocumentsEmail Tutorials

Send selected incoming Gmail attachments to PARSER automatically

Set this up once so new invoice, receipt, or other document emails go to PARSER automatically.

Copy the PARSER address

Open the destination parser or folder and copy its email address.

Use a folder address when matching documents should go directly into a client or project folder.

Add the address in Gmail

On a computer, open the Gmail account that receives the document emails. Gmail sets up forwarding for one address at a time, not for a group or alias.

1. Click Settings -> See all settings.

2. Open Forwarding and POP/IMAP.

3. Click Add a forwarding address.

4. Paste the PARSER address.

5. Click Next -> Proceed -> OK.

Gmail now sends a confirmation message to the PARSER address.

Confirm the address in PARSER

Open the parser's Document Inbox. Open the Gmail confirmation email and click its verification link.

If the confirmation email does not appear:

• Open Settings -> Parser Settings -> Email and turn on Parse email body if no attachments exist.
• If the parser accepts only listed senders, temporarily allow the Google confirmation sender.
• In Gmail, remove the unconfirmed address and add it again.

Finish the Gmail setup

Return to Forwarding and POP/IMAP in Gmail and refresh the page. The PARSER address is now available for forwarding.

Choose one of these options:

• Forward every new email: Select Forward a copy of incoming mail to, choose the PARSER address, keep Gmail's copy in the inbox, and click Save Changes.
• Forward only selected emails: Leave general forwarding disabled and create a Gmail filter instead.

Forwarding every message can send unrelated attachments to PARSER. A focused filter is usually the better choice.

Create a filter for selected emails

In Gmail's search box, click Show search options and enter a condition such as:

• A supplier's email address
• "Invoice" or "receipt" in the subject
• Has attachment

Check the search results, then click Create filter. Select Forward it to, choose the PARSER address, and click Create filter again.

Test the automation

Send or receive one new message that matches the filter. Confirm that its attachment appears in the correct PARSER parser or folder.

Gmail applies the forwarding rule to new messages. Manually forward an older email when you also want to import it.