How to Convert Sales Order to XLS using Make

In this tutorial, we will show you how to convert sales orders to XLS using PDF.co and Zapier.

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

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

Here’s the converted XLS file.

Step 1: Create a Scenario

• First, let’s start by creating a New Scenario.

Step 2: Google Drive Module

• Next, search and select the Google Drive module.

Step 3:Download a File

• Then, choose Download a File to fetch a file from Google Drive.

Step 4: 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 Google Drive folders.
• In the Choose a Drive field, select My Drive.
• In the Folder field, enter the specific folder where the file was stored.

Now, let’s add another module.

Step 5: Add PDF.co Module

• Search and select the PDF.co module.

Step 6: Make an API Call

• Next, choose to Make an API Call. This API will help us to convert PDF files into XLS format.

Step 7: Make an API Call Configuration

Let’s set up the Make an API Call configuration.

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

After setting up the configuration, click on the Run button.

Step 8: Test Result

• Once the test was successful, it will return a temporary URL. Kindly, copy the URL and paste it into your browser to download the XLS file.

In this tutorial, you learned how to convert sales orders to XLS using Make. You learned how to set up the PDF.co Make an API Call configuration to convert PDF into XLS. You also learned how to use the PDF.co PDF to XLS endpoint to convert PDF files into XLS format.

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