Mailbox settings

Last updated 10 November 2026

Confirmation Mapper can collect PDF confirmations straight from a mailbox: Map and Load Confirmations > From Inbox. It connects from your computer to your own mail server, with Microsoft 365 or with an IMAP server. Gamma Impact holds no credentials and sees none of your mail.

To open the settings: on the GIAnalyzer tab, click Map and Load Confirmations > Settings. The window has three tabs: Email, Attachments and Credentials.

Your changes are saved only when you click Save and Close. Closing the window any other way discards them.

Credentials tab: the connection

Under Connection Type, choose one:

  • OAuth2 / Graph for a Microsoft 365 mailbox. You sign in through Microsoft; no password is stored. We recommend it for Microsoft 365.
  • Basic / IMAP for an IMAP mail server that accepts a user name and password.

The window shows only the fields the chosen type uses.

Microsoft 365 (OAuth2 / Graph)

This needs an app registration in your organisation's Microsoft Entra ID. Your IT administrator creates it once, in your own tenant:

  1. In the Microsoft Entra admin center, go to App registrations > New registration.
  2. Give it a name, for example "GIAnalyzer mail import", and choose Accounts in this organizational directory only (Single tenant). Click Register.
  3. Under Authentication, click Add a platform, choose Mobile and desktop applications, enter the redirect address http://localhost, and click Configure.
  4. Under API permissions, click Add a permission > Microsoft Graph

    Delegated permissions, and add Mail.Read. If the status shows "Not granted", an administrator must grant consent. A delegated permission is enough: Confirmation Mapper reads only the mailbox of the person who signs in.

  5. On the app's Overview, copy the Application (client) ID and the Directory (tenant) ID.

Then, in the Settings window:

  1. On the Credentials tab, choose OAuth2 / Graph.
  2. Paste the Directory (tenant) ID into Tenant ID, and the Application (client) ID into Client ID.
  3. Leave Scopes as it is (Mail.Read), unless your administrator says otherwise.
  4. On the Email tab, check that Email folder holds the exact name of the mailbox folder, such as Inbox. With Microsoft 365 it can't be left empty.
  5. Click Save and Close.

The first time you click From Inbox, a browser window opens. Sign in with the mailbox's account.

IMAP (Basic / IMAP)

  1. On the Credentials tab, choose Basic / IMAP.
  2. Enter the mailbox's User name and Password.
  3. Enter your mail server's Host and Port. The defaults are outlook.office365.com and 993, for IMAP over SSL.
  4. Leave Use SSL ticked unless your server needs otherwise.
  5. Click Save and Close.

The password is kept in Windows Credential Manager for your Windows user, as the entry GIAnalyzer:Email, not in the settings file. If it can't be stored there, for example because of your organisation's policy, a message "Failed to save settings" explains why, and the window stays open.

Email tab: which emails are read

An email is collected when all of these hold:

  • it was sent from one of the addresses under Emails;
  • its subject contains one of the words or phrases under Subject (upper or lower case doesn't matter);
  • it arrived within the period set below;
  • it has PDF attachments.

If the Emails or Subject list is empty, that condition is not applied. Only the PDF attachments are saved; the emails themselves are not changed.

SettingWhat it does
EmailsThe senders to collect from: the addresses your banks send confirmations from. An address must be valid to be added.
SubjectWords or phrases the subject must contain, such as "Trade notification"
Days to look backCollect emails from this many days back to today. 30 at first.
Use date range, From, ToTick to collect between two dates instead, both included
Clear cacheSee "Reading only new emails" below
Path to storeThe download folder, where the PDF attachments are saved. C:\Temp at first: choose an empty folder of its own, since every run reads every PDF in it.
Email folderThe mailbox folder to read, by its name. Inbox at first.

On first use, the lists hold sample entries. Replace them with your own banks' addresses and subjects. Add, Edit and Remove change a list, and you can drag the entries into another order.

Reading only new emails

With IMAP, Confirmation Mapper remembers the last email it looked at, and the next run looks only at newer ones. Clear cache makes the next run look at every email in the period again. With Use date range ticked, every run reads the whole range, and Clear cache is hidden. With Microsoft 365, every run reads the whole period.

Attachments tab

Exception lists keep out documents that aren't trades, such as settlement advices or fixing notices. They apply when confirmations are read from a folder too.

  • Attachment name exceptions: a PDF whose file name contains one of these texts is skipped.
  • Attachment content exceptions: a PDF whose text contains one of these phrases is skipped.

Upper or lower case doesn't matter. Each skipped file is listed in the log with the rule that excluded it.

Where the settings are kept

The settings are kept in %APPDATA%\GIAnalyzer\Addons\appsettings.json, for your Windows user, with the password in Windows Credential Manager. The same file remembers the last folders you chose for From folder and for Map and Load Positions, and holds the option to hide client details.