In this tutorial, we will show you how to extract data from PDF invoice to Excel using and Zapier.

  1. Create a Zap
  2. Google Drive App and Event
  3. Setup Trigger
  4. Test Trigger
  5. App and Event
  6. Setup Action
  7. Test Action
  8. Test Result

We will use this sample and extract data from PDF invoice to Excel.

Sample PDF Invoice
Sample PDF Invoice

Here’s the converted Excel document.

Converted XLS Document
Converted XLS Document

And now follow this step-by-step tutorial to extract data from PDF invoice to Excel using our Web API.

Step 1: Create a Zap

  • First, log on to your Zapier account and create a Zap.

Step 2: Google Drive App and Event

  • Next, select the Google Drive app and choose the New File in Folder as a trigger.

Google Drive App and Event

Step 3: Setup Trigger

Let’s set up the trigger.

  • In the Drive field, select My Google Drive.
  • For the Folder field, choose the specific folder where the file was stored.

Setup Trigger

Step 4: Test Trigger

  • After setting up, click the test trigger button.

Test Trigger
Test Trigger Result

Once the test trigger was successful, you can now add another app.

Step 5: App and Event

  • Search and select the app. Then, choose the PDF to Anything Converter. This API will help us convert PDF files to any document. App and Event

Step 6: Setup Action to Extract Data from PDF Invoice to Excel

We will now set up the action

  • Let’s select the XLS spreadsheet for Output Format.
  • Next, select the Web Content Link for PDF URL.
  • Then, add your desired XLS file name.

Setup Action

Step 7: Test Action

  • Once you’re done setting up the configuration, click on the test and review button.

Test and Review

Step 8: Test Result

  • Great! Our test was a success, kindly copy the URL and paste it into your browser to download the XLS file.

Test Result

In this tutorial, you learned how to extract data from a PDF invoices to Excel. You learned how to set up the PDF to Anything Converter and convert PDF files into XLS format. You also learned how to use the Web API to convert PDF into XLS.

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