harmon.ie Classic Automatically Save Email Headers in SharePoint and Teams Columns Using harmon.ie Classic
harmon.ie’s email header mapping ensures that key information from your emails – like subject, sender, recipients, and sent date – is automatically extracted and saved as metadata when you save an email into SharePoint, Teams, or OneDrive. This makes it easier to organize, classify, and find important emails later, without requiring manual tagging.
By mapping email headers to predefined metadata fields, harmon.ie helps your organization maintain consistency, improve searchability, and support compliance – right from Outlook.
How to define email header mapping?
There are two ways to define email header mapping in harmon.ie Classic:
- Automatic email header mapping (available in harmon.ie Classic 9.5 and later):
- No Microsoft 365 admin involvement required
- Ideal for standard setups and quick configuration
- Best suited for environments with a mix of harmon.ie Classic and New harmon.ie users
- Customized email header mapping via SharePoint Web UI:
- Supports custom columns and non-standard column and content type names
- Recommended if your document libraries already include Email views or email columns
- Requires Microsoft 365 admin assistance
- Requires customizing email header mapping in New harmon.ie (if using a mix of harmon.ie Classic and New harmon.ie)
Automatic email header mapping (harmon.ie 9.5+)
When users upload an email message to SharePoint, Teams, or OneDrive, harmon.ie looks for an existing Email view in the library. If one is found, harmon.ie maps the email’s headers into metadata columns.
If no Email view is present, harmon.ie can prompt the user to create one. You can control whether and where this prompt appears.
Prompt options:
- Teams and SharePoint
- Teams (default)
- None
How to control whether and where harmon.ie prompts to create an email view
- Users can control this setting in the harmon.ie options.
- Administrators can centrally manage this setting to all users using the AutoEmailHeaderMappingBehavior provisioning key. [Download reg key sample]
If approved, harmon.ie will automatically create:
- An Email view
- An Email content type
- The following email metadata columns:
| Email Column | Type | Description |
|---|---|---|
| From | Single line of text | Sender’s address |
| To | Single line of text | Primary recipients |
| CC | Single line of text | Carbon copy recipients |
| Subject | Single line of text | Email subject line |
| HasAttachments | Single line of text | Indicates if the message has attachments. The default value should be “No” |
| Date | Date and Time | Sent date and time |
| Conversation Topic | Single line of text | A harmon.ie-specific column used for grouping emails |
| Conversation Index | Single line of text | Unique conversation identifier |
| Mail Preview Data | Multiple lines of text | A harmon.ie-specific column that enables previewing email messages in harmon.ie |
- harmon.ie will not create an Email view if the library is already configured for email header mapping.
- If the site or site collection is configured but the specific library isn’t, users will be prompted to contact their admin.
Limitation: harmon.ie uses the language set in the harmon.ie sidebar, not the SharePoint site language, when creating metadata columns.
