This tutorial will show you how to convert a sales order to CSV 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 CSV
  11. Convert Sales Order to CSV using Zapier – Demo

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

Screenshot of the Sales Order
Screenshot of the Sales 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

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 CSV (comma-separated values) to convert the PDF into CSV
  • 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- or leave it blank to convert all pages.
  • You may choose a Name for your output CSV

Set up action

9. Test Action

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

Test action

Test successful

10. Result CSV

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

Through this tutorial, you’ve learned how to convert a quotation PDF to XLS using PDF.co and Zapier.

Convert Sales Order to CSV using Zapier – Demo

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