Email attachment
Stop manually exporting data from email attachments. Connect your email to Klipfolio and build dashboards that update automatically as new attachments arrive — no copy-pasting required.
Track all your Email attachment KPIs in one place
Sign up for free and start making decisions for your business with confidence.
Stop manually exporting data from email attachments. Connect your email directly to Klipfolio and build dashboards that update automatically as new attachments arrive.
Build a dashboard using an email attachment
Klipfolio lets you use email attachments as a live data source, so you can track the metrics that matter most without copy-pasting data manually. Whether you're receiving weekly reports, CSV exports, or spreadsheet updates by email, Klipfolio pulls that data in and keeps your dashboard current.
Learn how to use an email attachment as a data source in Klipfolio
How to connect an email attachment to Klipfolio
- Forward your data email to your unique Klipfolio data collection address.
- Configure the data source in Klipfolio by selecting Email Attachment as your source type.
- Map your fields to the metrics you want to display on your dashboard.
- Build your Klip using the connected data and choose your preferred visualization.
Why use email attachments for your Klipfolio dashboards
No manual exports needed: Data flows from your inbox directly into your dashboard the moment a new attachment arrives.
Works with your existing workflow: If your team already sends reports by email, you don't need to change a thing — just forward and connect.
Combine with other sources: Layer your email attachment data alongside other connectors to get a complete picture in one place.
Flexible file support: Bring in CSV, Excel, and other common file formats without extra setup.
What email attachments add to your reporting
| What you do with email attachments | What Klipfolio adds |
|---|---|
| Manually download and open files | Automatic ingestion every time a new attachment arrives |
| Copy data into a spreadsheet | Live dashboard that updates without manual input |
| Share static reports by email | Interactive, always-current dashboards you can distribute your way |
| Track metrics across separate files | One centralized view combining all your email-sourced data |
Stop copying data from your inbox. Start building dashboards that do the work for you — connect your email attachment now.
Use the Connector Gallery to create a custom Email attachment dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Email attachment account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Email attachment data with other relevant data to create your custom dashboard.
Learn more about working with the Email attachment API and how you can start building your own Email attachment queries in Klipfolio.
