There are three ways to import EPO communications into Equinox:


  • Manually import a ZIP file from your EPO mailbox
  • Automatically import communications via API
  • Click the Check EPO Mailbox API button to check communications via API at any time


This article explains each way to import EPO notifications.


TABLE OF CONTENTS

Import EPO Mailbox Downloads

To import EPO notifications to Equinox using an EPO Mailbox ZIP file download:

  1. Click PTO Notifications in the left-hand sidebar of the main dashboard

  2. This takes you to the All PTO Notifications screen

  3. Click the Import EPO Mailbox Export button 

  4. This opens the EPO Mailbox Importer. Import your EPO Mailbox ZIP file export here by dragging and dropping the file or by clicking Choose file and locating it via your computer's file explorer.

  5. Click the Import button

  6. The communications you've imported are now visible on the All PTO Notifications screen. Equinox has found the relevant information for each notification and populated the fields automatically.

  7. You'll also see a message in the bottom right of the screen confirming that your import was successful 

  8. You can now move onto processing each notification


EPO Mailbox API

To use the EPO Mailbox API, you first need to configure the API in your system.


Each night, Equinox automatically checks for any new unhandled communications in you EPO mailbox.


The communications are:


1. Imported into Equinox

2. Marked as handled. 


For every new communication you receive, an entry is created in the PTO Notifications section of Equinox. Cases are linked based on the application number, and you'll see suggested pre-sets based on what you have set up in PTO Notification Preset Links. 


You can move onto processing the notifications straight away.


Check EPO Mailbox API

You can check the API for new communications at any time by clicking the Check EPO Mailbox API button on the top right of the screen.