In this tutorial, we will show you how to convert a purchase order to XLS using PDF.co and Zapier.

  1. Create a Zap
  2. Select a Trigger App
  3. Select a Trigger Event
  4. Set up Trigger
  5. Test Trigger
  6. Select an Action App
  7. Select an Action Event
  8. Set up Action
  9. Test Action
  10. Result XLS

We will use this sample purchase order and convert this into an XLS file.

Screenshot of the Purchase Order
Screenshot of the Purchase Order

Here’s a step-by-step guide with screenshots:

1. Create a Zap

  • On your Zapier dashboard, click Create Zap

2. Select a Trigger App

  • For this tutorial, we will use Google Drive as our Trigger App

Select a trigger app

NOTE: You may use different cloud storage for your trigger app.

3. Select a Trigger Event

  • For the trigger event, we will set it to New File in Folder. This way, every time a new file is added to your Google Drive folder, it will trigger this zap.

Select a trigger event

4. Set up Trigger

  • Select the Drive and Folder that you’re going to use.

Set up trigger event

5. Test Trigger

Test trigger

Test successful

6. Select an Action App

  • Search and select PDF.co as your Action App.

Select an action app

7. Select an Action Event

  • We will use PDF to Anything Converter as the action event. This API can be used to convert your PDF into any document.

Select an action event

8. Set up Action

  • In the Output Format, select XLS spreadsheet to convert the PDF into XLS
  • In the PDF URL, insert the Web Content Link from the Google Drive trigger.
  • In the Pages, type the page that you want to convert. Type 0- to convert all pages.
  • You may choose a Name for your output XLS

Set up action

9. Test Action

  • Once the test is successful, you will be given an output link where you can download the output XLS

Test action

Test successful

10. Result XLS

  • Here’s what the output XLS looks like
Screenshot of the Output XLS
Screenshot of the Output XLS

With this tutorial, you’ve learned how to convert a purchase order to XLS using PDF.co and Zapier.

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