In this tutorial, we will show you how to convert a purchase order into CSV using and Make.

  1. Create a Scenario
  2. Add Google Drive Module
  3. Google Drive Configuration
  4. Add Module
  5. Make an API Call Configuration
  6. Test Result

We will use this sample PDF and convert it into a CSV file.

Sample Source PDF
Sample Source PDF

Here’s the converted CSV output:

Converted CSV Output
Converted CSV Output

Step 1: Create a Scenario

  • First, let’s create a new scenario.

Step 2: Add Google Drive Module

  • Next, add the Google Drive module and choose Download a File.

Add Google Drive Module

Step 3: Google Drive Configuration

Let’s set up the Google Drive configuration.

  • In the Enter a File ID field, choose Select from the list to find all the available folders from your drive.
  • For the Choose a Drive field, select My Drive.
  • In the Folder field, type in your specific folder where the file was stored.

Google Drive Configuration

Step 4: Add Module

  • Now, let’s add another module and select Add Module

Step 5: Make an API Call Configuration

  • For the API Endpoint Path field, we will use /v1/pdf/convert/to/csv for the endpoint. This endpoint will convert PDF into CSV.
  • In the Input Type field, select Upload files and inject as ‘url’ param. It will automatically input files from your Google Drive.
  • Then, type in your desired Output File Name.

Make an API Call Configuration
Make an API Call Configuration

After setting up the configuration, run the program.

Step 6: Test Result

  • Once the program runs successfully, copy the URL and paste it into your browser to download the CSV file.

Test Result  

In this tutorial, you learned how to convert a purchase order to CSV using Make. You learned how to set up the Make an API Call configuration to convert PDF to CSV. You also learned how to use the PDF to CSV endpoint and convert PDF files into CSV format.

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