Learn How To Automatically Send Outlook Emails & Attachments To Excel [Part 1]

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In this week’s training, I will show you how to send emails received in Outlook.
Watch Part 2 here: • Automatically Import &...
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TIMESTAMPS:
0:00 - Introduction
0:40 - Overview
10:10 - Startup Application
12:20 - Add Item
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#exceltraining #emailmanager #sendoutlookemails #emailmanagement

[@ExcelForFreelancers]

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[@DedManWarKing]

Hi Randy, thank you for a great tutorial. I can really see this Outlook/Excel integration really benefitting my work. Look forward to part 2.

[@ExcelForFreelancers]

Thanks so much Colin, I am so glad you liked it and look forward to creating part 2 for you.

[@wayneedmondson1065]

Hi Randy.. looks like another great video. Looking forward to getting into it. Thanks and thumbs up!

[@ExcelForFreelancers]

Thanks so much Wayne, Much appreciated.

[@mandeepsinghmatharu3150]

Thank you so much. You just made my life so much easier. Amazing tutorial!

[@ExcelForFreelancers]

For sure, you are very welcome and glad I can help

[@zaydarendse2812]

You are amazing!! i so need to get accustomed to VBA

[@ExcelForFreelancers]

Thank you very much, I am really glad you liked it.

[@alihamiad7849]

I can't wait!

[@ExcelForFreelancers]

Great. I think you will really love it (Will be 2 or 3 parts) A lot of people have asked me for this one.

[@shriramkharat]

Welcome sir ji

[@ExcelForFreelancers]

Thank you very much

[@immediaterelaxation1452]

Marvelous!

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that.

[@mohammadkalimsubhani2404]

Very nice

[@ExcelForFreelancers]

Thank you very much. I do appreciate that.

[@michaelyoung3705]

Hi Randy, Love the functionality of your videos. I have 3 different applications based on your philosophies. Question on this email import. Is there a way to prevent the workbook from opening and closing multiple times when processing a lot of emails? I find it really intrusive when first opening Outlook to have the file open and close 10-100 times. Or, any way to have it work in the background?

[@ExcelForFreelancers]

Hi Michael, that makes sense. I made it visible so people could see what is going on. Within the Outlook VBA you will find a line of code as follows: ExApp.Visible = True 'Make Excel Application Visible If you change this to False it should be hidden however i have not tested this out as much. I hope this helps.

[@SyedMuzammilMahasanShahi]

Beautiful work. Thanks for sharing

[@ExcelForFreelancers]

Thank you as always Syed. Much appreciated.

[@DPK2720]

Hi, I will follow all ur trainings and video in KZbin all the time those are very helpful for me. I need some help like Is there any way that I can get all the details of certain number or word from internet to excel automatically. Example if I need weather information of a certain country like USA in excel A2 cell I will USA and I want weather information should reflect in B2 Cell automatically from the internet from certain website . If I change the country from USA to some other the data in B2 cell should also change. If it is possible please help me on it

[@ExcelForFreelancers]

Hi thanks for your comment. Yes that is certainly possible using an API. Check out www.Integromat.com for API's on this. I have many recent videos using Integromat. I hope this helps and thanks so much.

[@markdayphotography7948]

Will you go on to explain how to handle (remove) ephemeral email containing attachments that do not require long term archiving?

[@ExcelForFreelancers]

Hi Mark, in Part 3 I will cover a method to remove an attachment from the newly created attachments folder (I am not sure about your rules for long term archiving) Thanks for your comment.

[@jacobrudy7218]

Great tutorial - I was actually trying to figure out how to copy a list (>600) of email addresses in an Excel table (cell a1 thru cell a600) into an email contact list (Yahoo or Gmail). I don't think it is possible. Thanks for the great lesson.

[@ExcelForFreelancers]

Hi and thanks so much Jacob. You can check the import features of Yahoo and Gmail, it may be possible. Thank you for your Likes, Shares & Comments. It really helps.

[@binhvu329]

Many thanks for the amazing tutorial. I try following your tut, but it have the problem for the mail having pic in signature, it will record the pic as attachment and unable to SaveAs. Can you support to fix it.

[@ExcelForFreelancers]

Hi and thanks you can use an html email for the signature. You can learn with my video here: kzbin.info/www/bejne/hZywYmuKeZaZeqs

[@maltehartmann4261]

Great tutorial! Initially I had some trouble getting my code to get triggered after receiving a mail. However, after adding the Excel Object Library, thing work just fine!

[@ExcelForFreelancers]

HI Malte, thanks so much. I am glad you like this one (Make sure you check out Parts 1 and 2 as well) Not sure if there will be a part 4 unless there is something specific you would like to see.

[@maltehartmann4261]

I will definitely check out the following lessons. However, there are 2 issues I feel need to be addressed with Part1: 1) When a workbook other than the Email Manager is already open while the Email Manager workbook is closed, the Outlook code will, when triggered, close (and save) both files. This happens because we are quitting the entire Excel application ("ExApp.Quit"). 2) When the Email Manager workbook and another workbook are open and the second workbook is the active workbook, the Outlook code will, when triggered, work with the active workbook rather than the Email Manager workbook. This will ultimately generate an error or data entry in the wrong workbook. But maybe you have already addressed these things in PArt 2 and 3. Anyway, I will try to fix these problems.

[@maltehartmann4261]

So here are my solutions to problem 1 and 2: 1) To make sure that no other active workbooks are closed, we replace "If WkBkopen = False Then ExApp.Quit" with "If WkBkOpen = False And ExApp.Workbooks.Count = 0 Then ExApp.Quit" 2) To make sure that the Email Manager is always the active workbook when multiple workbooks are open, we use "If Not ExApp.ActiveWorkbook.Name = "Email Manager.xlsm" Then ExApp.Workbooks.Open (FileName)". I placed this line of code before "AttachFolder = ExWb.Sheets("Email Manager").Range("AttachFolder").Value". I may have a question: Do you know of a way to work with dynamic file paths and file names in Outlook? The one major risk of this application is probably a user changing the file name or the path. So if we could somehow make this all dynamic, that would be great.

[@ExcelForFreelancers]

Hello Malte, thanks so much for your feedback and information. Concerning the workbook close, I believe this issue was addressed in the code as a test is first run to see if any workbook is open, then we set it to True or False, and then towards teh end of the macro we will close the workbook (and Excel) based on that True/False value. If WkBkOpen = False Then ExWb.Close (True) 'Save & Close Workbook if Previously closed If WkBkOpen = False Then ExApp.Quit 'Quit Excel Application ir previously closed Since are setting the Email workbook to a very specific workbook (and not using the Active Workbook) it should not be an issue, but I will test it further. This code sets the ExWb to just a specific workbook: Set ExWb = GetObject(FileName).Application Also to your third point, I believe we can run a check if the Email Manager workbook as been moved, such as If Dir(FileName) = 0 then... and if there is an issue we can prompt the user with a Userform that contains a Browse button, so they can browse for the file. Then after they have selected a file we can run a check to see if the correct Excel File was selected by the user. Some rule that only that workbook would pass, such as if Sheet1.Range("C1").value = "EXCEL EMAIL MANAGER" then.... then it would continue. otherwise it would ask the user to browse for the correct file. This way even if the user changed the location, the application would prompt the user accordingly. I hope this helps and thanks again for all of your support.

[@maltehartmann4261]

@@ExcelForFreelancers Thanks for your answer. Concerning the issue with the closing workbooks: WkBkOpen only returns "False" if the Email Manager file is not open. However, that gives us no information about any other workbooks that might be open. The consequence is that, if the Email Manager is not open, it will always return "False" and therefore always close all open workbooks. I tested all scenarios. And with the lines of code I suggested, it works just fine. You can do what I did and test the following scenarios: 1) Have only one random workbook or more open while the Email Manager is closed when receiving a mail (will cause all workbooks to be closed) 2) Have one random workbook and the Email Manager open but let the random workbook be the active workbook (will generate an error because Outlook can't find the named ranges in the active workbook)

[@bigxsedo]

This is really nice. How would I go about setting it up for a shared inbox?

[@ExcelForFreelancers]

Hello Sedo, thanks so much. In Part 3, coming this Tuesday, I show you how you can use any folder in Outlook, even shared folders, so please watch. I hope this helps and thanks so much.

[@bigxsedo]

@@ExcelForFreelancers fantastic. Can't wait to check it out

[@petardzopalic3220]

Dear Randy plase help me with advice, how to use your code to refer also to both Inbox Items and Sent Items ?

[@ExcelForFreelancers]

Hi and thanks so much. I could not be able to provide this answer within a KZbin comment as it requires modifications to the code, template and structure.f you would like some help with this, we have a group with 60,000 Excel experts who would love the opportunity to customize this for you. Please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel (if you have not done so yet) You can then create a post and mark it as a PAID JOB, along with all of the details and requirements. Our members can then contact you and decide on how to best move forward with your project. I hope this helps and thanks so much.

[@juhainaahmed6090]

Hi Randy.Thank you for the amazing video.How can I access the excel workbookm if its on a shared drive? The code didnt seem to work when i tried to access it from a shared drive, but its working when accessed from a local drive. I need it for my work, as Ill be using our shared office email and drive for the same.

[@ExcelForFreelancers]

Hi Juhaina, thanks for your email, This should work fine on any shared drive (DropBox, Google Drive, Microsoft One Drive) as long as there is a local copy in your drive. You may have to browse for that. In a shared drive you always have a local copy and this copy is backed up to the internet. Make sure that you have downloaded and installed the shared drive application on your computer.

[@TheNabob57]

Randy, nice coding. Your explanation and instructions are clear and well spoken. However, I am grasping for usefullness of pulling emails into Excel. Other than demonstrating the coding, why would someone want to pull emails into Excel? I have a work email and get lots everyday. I have had to learn Outlook to filter out emails from my boss to a separate folder with an alert set to go off when one arrives so that I don't miss anything important, unwanted 'solicitation' emails automatically to trash and so forth. Other than my interest in VBA and what it can do, is there a usefullness I am overlooking for this email manager?

[@ExcelForFreelancers]

Hi thanks its a good question. Outlook can be quite powerful when it comes to handling emails, sorting and filtering, but it leaves a lot to be desired when it comes to attachments. With my demonstration in these videos, new folders are automatically created for each attachment. Attachments are sorted in separate folders by the email sender. This way any attachments sent are automatically organized into folders, so when you want to find something sent from one of your contacts, it's extremely fast and easy. I hope this helps.

[@varunmatta4965]

Hello Randy, your video was a great help. Joined your FB group as well. you are doing a great job. I have a question regarding this video. i have two email Ids linked to my outlook account. one is default and other is company's this code only extract email from default inbox via Inbox= getdefaultfolder. I want to extract email from my alternate email which shows as a pst in outlook. Any help will be highly appreciated.

[@ExcelForFreelancers]

Hi and thanks very much. I have not yet had to pull emails from another email address as of yet. If you have not added this question in our group yet, please do that as we now have 30k members to help. Thanks so much.

[@pabeader1941]

Will you do one that is the other direction? E-Mail from Excel?

[@ExcelForFreelancers]

HI Pa, I have done many videos on Emailing from Excel. Please have a look at my entire channel for some videos that interest you. kzbin.info

[@nurulislamnurulislam2660]

Love

[@ExcelForFreelancers]

Thank you for your Likes, Shares & Comments. It really helps

[@downras]

Hello Randy, is there a way to just pull attachments from an outlook folder instead of inbox?

[@ExcelForFreelancers]

Hi Bernand, when you locate the actual folder in your drive that contains these attachments, they can be copied over however this folder may change. I hope this helps.

[@sonchiriya6872]

Hello Randy.

[@ExcelForFreelancers]

Thanks I hope you enjoyed the training Chand

[@richardwing1721]

Thank you Randy for the great tutorials. I started watching this first video and I am curious if there is a way to pull images that are imbedded in the body of a email like you pull attachments and If so is it covered in this 3 part series anywhere? Is there a bit of code that can do both? Pull and store attachments and imbedded images in the same attachments area of the software? Thanks in advance for your time.

[@ExcelForFreelancers]

Hi and thanks, there may be a way however you would have to parse the html code and then store the image, that would probably be done in Outlook VBA and not Excel VBA. You may also want to search for 3rd party addons that can do that. I hope this helps and thanks so much.

[@richardwing1721]

@@ExcelForFreelancers I appreciate that you actually take the time to respond to questions and comments. It definately sets you apart from others in your genre. Thanks for the prompt reply.

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that and try to do my best, becuase without all of you, I would not be able to have this job.

[@carolyap6212]

Hi Randy, its such a great tutorial. I've searching everywhere for this. However, the email were not connected to my excel file which mean no email pull into the excel file given .. really need your help as i've done the code checking however, still not working. Thanks in advance

[@ExcelForFreelancers]

Hi Carol, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 50,000 Members who would love to help you with this. Thanks so much.

[@petardzopalic3220]

Hi Randy , I have more then one mailbox in my outlook , what I need to modify to do this code for specific mailbox in my outlook? Thank you in advance.

[@ExcelForFreelancers]

Hi and thanks very much, you can run a filter in which only specific emails are used. I would not be able to share all the code here however you can post your request in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.

[@ashwinisg7012]

Can we set up an auto rules in Outlook to send emails with attachments at scheduled timings automatically, without any manual intervention?

[@ExcelForFreelancers]

Yes you can using Excel. I show you how to do that in this video: kzbin.info/www/bejne/gZ3cfX2cep51mZI

[@thomasjo]

Hi Randy, Could I assign it to another folder that I call important mail that i created in outlook and not the inbox?? if I want to monitor two different folders and have two different Email DB sheats can it be done? like Important mail and mail that is private in sub mail box?

[@ExcelForFreelancers]

Hello Thomas, certainly. You can customize this any way you want. As it is now it will search for Inbox items however you can customize this application to search any inbox or any folder for activity. I hope this helps. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@ankkitgarg55]

Hi Randy, great sessions, but while i running the code it is showing Run time error 75? Could you please help me in that?

[@ExcelForFreelancers]

Hi Ankit, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 25,000 Members who would love to help you with this. Thanks so much.

[@tommyd1376]

Could I assign it to another folder that I created in outlook and not the inbox?

[@ExcelForFreelancers]

Yes you can, you would just need to edit the original code specific to the folder that you would want to use in order to have emails in that folder, and not the "inbox"

[@DedManWarKing]

Hi Randy, any reason why my Outlook vba puts a ? Before the folder path Dim, thus falling over?

[@ExcelForFreelancers]

Hi sometimes Outlook replaces a ? when it has a missing font. You can check your VBA Editor for a Western font such as Courier. Otherwise perhaps you can take a screen shot and create a post in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel so we can help you with that. Thanks so much.

[@vk2301saini]

Hi Randy its not working throwing error . An object coudn;t be found

[@ExcelForFreelancers]

Hi Vk, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 30,000 Members who would love to help you with this. Thanks so much.

[@tanmay3011]

Hi Randy, When I am going to run the code, I am getting option to choose Macro which is blank. That means I don't have any macro. So I am not able to execute the code.

[@ExcelForFreelancers]

Hi Tanmay, it would be difficult to know the issues without seeing your code and workbook. Can you please upload screenshots of your code along with a detailed description in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 20,000 members who can help you with this. Thanks so much.

[@tumelolebotse7273]

It highlights this: Private WithEvents inboxItems As Outlook.Items and i get this error: compile error only valid in object module what could be the problem???

[@ExcelForFreelancers]

Hi you may have a different outlook folder configuration, and also please check for missing references in the Reference Library. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@sidbaig3999]

Can you show me how to make an accounts application

[@ExcelForFreelancers]

Hi thanks in the future I will have a full accounting masterclass. Thanks so much for your support.

[@chuckbroten]

Great program but have a problem with one section: When I start the Excel App using Set ExApp = GetObject....... I get a Run Time Error 429 ActiveX componant can't create object. If I comment out the IF ENDIF block it runs great with the Set Exapp =CreateObject..... What's wrong? Thanks

[@ExcelForFreelancers]

Hi Chuck if you are on a Mac, then Activex components can't run on a Mac. If you are on a PC, please check your reference library for any 'missing' Library. In the VBA Editor > Tools > References I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@thakurabhisheksingh2257]

Hi Randy, I tried the above code step by step.. However there has been an error which says that the subscript is not in range. Could you please help!

[@ExcelForFreelancers]

Hi thanks for your message.and sorry you are having an issue with the code. I have created a Facebook group with 25,000 Excel Experts so that many of us can help you with your Excel questions. Can you please post your detailed question, with samples or screenshots directly in our group? If you have not Joined yet, please join here: bit.ly/groupexcel. This way we can get you the answers you need, fast.

[@thakurabhisheksingh2257]

@@ExcelForFreelancers Hi I have found the reason for the above issue However, my code has a issue saying that "File name or class name not found" can you help plzzz

[@Cosmicsciences]

Can it will work for sent mail

[@ExcelForFreelancers]

Hi and thanks yes you can set any folder, including the Sent Folder to track emails being sent. I hope this helps and thanks so much.

[@charleneklibbe7478]

Please help. I get the following error: The macros in this project are disabled. Please refer to the online help or documentation of the host application to determine how to enable macros.

[@ExcelForFreelancers]

Hi Charlene, you would want to make sure macros are enabled. Just search google for "Enable macros in Excel" to see how to enable them. This workbook requires macros to be enabled for it to function properly.

[@charleneklibbe7478]

The macro's are enabled in Excel, I am getting this error in outlook. My VB won't run as the above mentioned error keeps coming up.

[@ExcelForFreelancers]

In that case you want to make sure macros are enabled in outlook as well, once enabled you can then restart Outlook and it should work. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@juhainaahmed6090]

Hi. I have been trying to run the code... it just doesnt work.,. the file location of my workbook is correct but it gets stuck at the Case Else ' Another error occurred. Error ErrNumb line when tryin to determine whether the file is open or not..

[@juhainaahmed6090]

ok..i had saved the workbook in a shared file. saved it in my personal drive and it works! How can I save the emails only from aspecific sender to the excel workbook?

[@ExcelForFreelancers]

Hi Juhaina within the Outlook VBA code you would use an If/Then statement based on the Recipient Email Address so that the macro only runs when you receive an email from a specific person. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@MrSeanJines]

I am Trying to do this on an External Hard Drive and receive a Compile Error On Email_Attachments?

[@MrSeanJines]

AS I had Changed the AttchMail in the VBA

[@ExcelForFreelancers]

Thanks for your question Sean. I am glad you got it worked out. Feel free to join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 24,000 members that would love to help you.

[@charleneklibbe7478]

No Matter what I do, mine just won't work. I have started over and over again at least 10x and still nothing. No errors are coming up, just my excel sheets are BLANK......

[@ExcelForFreelancers]

This application has really two poarts to it, the Outlook Part and the Excel Part. So if its the Excel part please upload the application to our Excel For Freelancers Facebook Group here: bit.ly/groupexcel we have 20,000 members who can help you with this.