How to Convert Quote to CSV using Make

In this tutorial, we will show you how to convert a quote to CSV using PDF.co and Make.

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

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

Here’s the converted CSV output.

Step 1: Create a Scenario

Let’s start by creating a new scenario.

Step 2: Google Drive Module

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

Step 3: Google Drive Configuration

Let’s set up the configuration.

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

Step 4: Add PDF.co Module

We will now add another module and select PDF.co. Then, choose the Make an API Call module.

Step 5: Make an API Call Configuration

Let’s set up the configuration.

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

After setting up the configuration, you may now run the scenario to send a request to PDF.co.

Step 6: Test Result

Great! The PDF.co successfully process our request. You can copy the URL and paste it into your browser to view the output.

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