Email Import from Newforma Prep Checklist

Please note this guide is for importing emails from Newforma Project Center, not Newforma Konekt.

Here is your preparing for your import checklist to follow. Make sure you have checked or completed all items before starting the import. 

(Press Ctrl+ P to print a physical copy of the checklist):

To do/check	Completed?
Import Tool Do you have the password needed to access the import tool? (The website that hosts the import tool is password protected. Your CMap Mail Consultant will give you this password)
Microsoft 365 Global Admin  Has the import consent been approved by your Microsoft 365 Admin? If you are unsure, contact your CMap Mail Consultant.
Email Formats  Are your emails in .MSG or .EML file formats? If not, the importer won't be able to bring these across.
Integrated Platforms  Are CMap Mail & PSA linked via our integration?
File Pathways  A file pathway is essentially the address of where your emails are currently stored. To get the file pathways from Newforma, you'll need a Newforma Admin to generate a report in the Newforma Project Admin Centre. Instructions on how to do this can be found in the accompanying guide.
User Access Is the person managing the import a CMap Mail Admin?
Windows Machine Do you have a Windows machine to run the import? (The import tool is not compatible with Mac machines)
Enabled Projects (CMap PSA ONLY) If you currently using CMap PSA, have you enabled the mail projects in CMap Mail Admin before starting your import?