In this tutorial, we will show you how to extract data from US Bancorp bank statements and return data into CSV format using PDF.co and Zapier.
- Create a Zap
- Google Drive App
- Setup Trigger
- Test Trigger
- Add Another App
- Setup Action
- Test Action
- Test Result
- PDF to CSV Output
We will use this sample Bank Statement in this tutorial. Learn more about banking statement extraction using software.
Step 1: Create a Zap
- Let’s start by logging into your Zapier account and clicking the Create Zap button.
Step 2: Google Drive App
- Next, select the Google Drive app and choose the New File in Folder as a trigger.
Step 3: Setup Trigger
Let’s set up the trigger
- In the Drive field, select My Google Drive.
- In the Folder field, enter the specific folder where the file resides.
Step 4: Test Trigger
- Now, let’s test the trigger to make sure that we set it up correctly.
The test trigger was set up correctly, we can now add another app.
Step 5: Add Another App
- Let’s add another app and select PDF.co. Then, choose the PDF to Anything Converter so we can extract data from PDF into a CSV format.
Step 6: Setup Action
Let’s set up the action.
- In the Output Format field, select the CSV (comma-separated values). To return the output value into a CSV file.
- In the PDF URL field, select the Web Content Link from Google Drive.
- For the Name field, type in your desired output file name.
Step 7: Test Action
- Now, let’s test the action to see the result.
Step 8: Test Result
- Great! Our test was successful. Kindly copy the URL and paste it into your browser to download the output CSV file.
Step 9: PDF to CSV Output
- Here’s the extracted data from US Bancorp bank statements in CSV format.
In this tutorial, you learned how to extract data from US Bancorp bank statements using Zapier. You also learned how to use the PDF.co Web API to extract data from PDF and return the extracted data in CSV format.
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