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Outlook 365 Input Tool Outlook 365 Input Tool

Outlook 365 Input reads emails and calendar events from Outlook 365 as a table of values to Designer. Outlook 365 Input can also download email attachments for later processing.

See Designer Compatibility with Data Connectors to maintain full functionality of the Outlook 365 connector.

Important

This tool is not automatically installed with Designer. To use this tool, download it from the Alteryx Marketplace.

Sign In to Outlook 365

The OAuth method is used for authentication, so you can either use the default Alteryx application via Sign in via Internet Browser or you can provide your own API application via Provide Client ID and Secret, Tenant ID. See Set Up Microsoft Azure API Application for the information on how to create your own API application.

You can use the default Alteryx application (Sign in via Internet Browser) to schedule workflows for up to 6 months. However, if you select Use Service Principal after you select Provide Client ID and Secret, Tenant ID, you can set the expiration of the token according to your company policy and the scheduled workflows won’t be associated to a single user. This is convenient, for example, if a user leaves the company and their account is disabled, causing workflows to not run.

Outlook 365 Input requires Client Secret even when connecting with Client ID and Secret, Tenant ID without using as service principal. Contact your administrator to request the secret which is a Secret Value, not Secret ID.

Select a Data Source

Outlook 365 Input can read emails and calendar events from a personal or a shared account.

Email

  1. In Get Data From, select Email.

  2. In Show Folder From, select My Inbox or Shared Account.

    To show folders from a shared account, enter its email address in Account Email and select Show Folders.

  3. Select a folder.

  4. In Read Emails, include or exclude subfolder. To filter the emails, select Search query for selected folder, excluding subfolders and enter a search query. Outlook 365 Input doesn’t support all the search queries available in Outlook due to API limitations.

  5. To download attachments, select Download attachments from emails in the Data tab and enter the destination path.

    Note

    Outlook 365 Input will create folders with the attachments in the destination path. The names of the folders will be the first 20 characters of email subject, underscore, date, letter T, time stamp, and letter Z.

    Example: EMAIL ATTACHMENT SUB_2023-09-07T131008Z

  6. Select fields to read. Default fields are From Address, To, Subject, CC, and Body Preview.

  7. In the Options tab, select an action to take after procession emails. Options are Do nothing, Archive emails, Delete emails, Mark emails as read, and Move emails to folder.

Calendar

  1. In Get Data From, select Calendar.

  2. In Read Events From, select My Calendar or Shared Account.

    To read events from a shared account, enter its email address in Account Email and select Test Access.

  3. Select a period to read the events in.

    Options are Previous month, This month, Previous quarter, This quarter, Previous year, This year, and Custom date range.

  4. To download attachments, select Download attachments from events in the Data tab and enter the destination path.

  5. Select fields to read. Default fields are Organizer, Response, Subject, and Location Name.

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