In this tutorial, we will show you how to extract data from US Bancorp bank statements and return data into CSV format using and Zapier.

  1. Create a Zap
  2. Google Drive App
  3. Setup Trigger
  4. Test Trigger
  5. Add Another App
  6. Setup Action
  7. Test Action
  8. Test Result
  9. PDF to CSV Output

We will use this sample Bank Statement in this tutorial. Learn more about banking statement extraction using software.

Sample Bank Statements
Sample Bank Statements

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.

Google Drive App

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.

Setup Trigger

Step 4: Test Trigger

  • Now, let’s test the trigger to make sure that we set it up correctly.

Test Trigger
Test Trigger Result

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 Then, choose the PDF to Anything Converter so we can extract data from PDF into a CSV format.

Add Another App

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.

Setup Action

Step 7: Test Action

  • Now, let’s test the action to see the result.

Test Action

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.

Test Result

Step 9: PDF to CSV Output

  • Here’s the extracted data from US Bancorp bank statements in CSV format.
Extracted Data from US Bancorp in CSV
Extracted Data from US Bancorp in CSV

In this tutorial, you learned how to extract data from US Bancorp bank statements using Zapier. You also learned how to use the Web API to extract data from PDF and return the extracted data in CSV format.

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