In this tutorial, we will show you how to convert sales orders to XLS using PDF.co and Zapier
- Create a Scenario
- Google Drive Module
- Download a File
- Google Drive Configuration
- Add PDF.co Module
- Make an API Call
- Make an API Call Configuration
- 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 the Download a File to fetch a file from Google Drive
Step 4: Google Drive Configuration
Let’s set up the Google Drive configuration
- For 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
Step 5: Add PDF.co Module
- Search and select the PDF.co module
Step 6: Make an API Call
- Next, choose the 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.
