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Report files: forwarding your own reports to AutoBook

Forward a report your store already emails itself (the nightly stock file, an aged-inventory export, a declined-work list) to an address we mint for it, and AutoBook reads every arrival. No exports, no uploads.

Updated October 9, 2026

Your dealership already emails itself reports: a nightly stock file, an aged-inventory export, a list of declined service work. A report feed turns one of those emails into something AutoBook can read.

You create a feed, we give you an address, and you send the report to that address. Every time a new copy arrives, we read it. There is nothing to export by hand and nothing to upload.

Feeds live in the Report files section of Settings → Connections, with every other system AutoBook talks to.

Setting up a report feed (forwarding a report)

Create the feed

Go to Settings → Connections, section Report files, and press Add feed. Under What is this report called? give it a name you will recognize (Nightly stock file, Declined work), and under Which store? pick the store it belongs to (the store you are working in is already picked). Press Create feed.

Copy the address

The next screen, Forward your report emails here, shows the feed's own address (it looks like feed-<token>@inbox.auto-book.ca). Copy it. It also stays in the list under Forwarding address, with a copy button. Each feed has its own address, so we always know which report arrived.

Send the report there

Add the address to the report's recipient list in whatever sends it (your DMS, your inventory tool, the scheduled export). If you cannot change that list, set an auto-forward rule on the inbox that already receives the report. Either works, as long as each new copy reaches the address.

Confirm the mapping once

When the first file arrives, AutoBook proposes how to read its columns and waits. Press Review mapping and confirm it (below); from then on the feed loads on its own.

Confirming how a report is read (Review mapping)

Every store's report is shaped differently. AutoBook reads the first file, works out what each column means, and writes that down as a proposed mapping, then stops. Nothing loads until someone confirms it. We would rather wait than guess wrong about your stock.

Each feed's row on Settings → Connections carries a chip saying where its mapping stands:

Chip	What it means
No mapping yet	Nothing has arrived at this address yet, so there is nothing to map. Check that the report is actually being sent there.
Mapping proposed	A file arrived and AutoBook has proposed how to read it. Nothing is loading until you confirm: press Review mapping.
Mapping active	The mapping is confirmed. Every new copy of the report loads on its own.
Columns changed	The report's columns moved, so new rows stopped loading. Review the mapping again to start it back up.

Review mapping (on the feed's row while a mapping is waiting) opens Ask AI with a confirm card that already names the feed and its proposed mapping. Check it and confirm there. That card is the only place a mapping is confirmed.

Columns changed means nothing new is loading

When your report's columns move (a renamed header, a column added in the middle), we stop rather than load the wrong values into the wrong fields. The feed keeps receiving files and holds them until the mapping is reviewed. If a feed has gone quiet, check this chip first.

Checking a report feed is working

Last received

The Last received column says when the latest copy arrived, and Reports how many have arrived in total. A nightly report that last arrived three days ago means the forward rule broke, not a quiet week.

The latest delivery

The state of the most recent file: landed, still processing, or errored. An error shows its own message on the feed's row, so you can see what went wrong.

View rows

View rows (and Hide rows) opens what is actually in the current file: the rows and values we read, with a note on any value we could not make sense of. It names the file it is showing, when it arrived, and how many rows it had.

Disable or delete

With the integrations permission, each feed's row has Disable (and Enable to turn it back on): reports sent to its address are refused until you enable it again. The delete button removes the feed for good, with every delivery it received and its mapping. It cannot be undone.

Only the current file, on purpose

View rows shows the delivery that landed most recently. There is no browsable archive of earlier deliveries, so the page names the file it is showing rather than offering a picker it could not honestly fill.

Report files — Forwarded reports + forwarding address

Report files — Mapping confirmation (Review mapping)

Report files — Landed rows + feed health

Who can see report feeds?

Anyone who can open Settings → Connections, which needs the integrations permission (administrators by default). There is no rep version of a store's forwarded exports.

Why can't I see or add a feed?

Report feeds sit on Settings → Connections, and that page needs the integrations permission. Ask your account owner to grant it.

How is this different from Provider feeds?

A provider feed (Provider feeds) is a lead source: a vendor such as AutoTrader emails new leads to its address and each one becomes a customer conversation (a Kia feed's Reporting also tells Kia what happened, for Sales conversations only). A report feed (Report files) is your own recurring report, a file that arrives by email and lands as rows. Different job, different section of the same Settings → Connections page.

My feed shows an address that isn't there.

A feed created before forwarding addresses existed has no address of its own, and its row says so. Create a new feed to get one.

Does each dealership need its own feed?

Yes. A feed belongs to one store and its rows land for that store, so a group forwards each store's report to its own address. An older feed made before feeds were per store can still show as All stores; new ones always name a store.

Questions: support@auto-book.ca